Bala Cynwyd, PA, February 15, 2015 – Joseph Murray, CLU, ChFC, CFBS, a representative of First Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), will host a quarterly workshop series for business owners at First Financial Group’s offices. The first workshop of 2015 is scheduled for Tuesday, March 24 from 7:30-9am. Additional dates in the workshop series are: Tuesday, May 19; Thursday September 10; and Thursday, November 12.
Joe, a Certified Family Business Specialist will suggest strategies for business owners in the Greater Philadelphia area and address the avoidable missteps that often trip up businesses, create issues for owners, and can stand in the way of continued, long-term success.
A MassMutual associate for over 25 years, Joe is a member of the National Association of Insurance and Financial Advisors, an Executive Vice President at First Financial Group, and is a founding partner of the FFG Private Business Client Group, which specializes in the needs of closely held businesses across the country. Joe’s experience in business and estate planning markets is well known and he is one of approximately 200 Certified Family Business Specialists in the country. He has been working with closely held business owners since 1983, addressing the growth and ultimate distribution problems that can affect them.
Tuesday, March 24, 2015 from 7:30-9am
2 Bala Plaza, Ste, 901, Bala Cynwyd, PA 19004
To register visit www.realBUSINESSworkshop.eventbrite.com
Established in 1886, First Financial Group now serves more than 39,000 clients1 throughout the Greater Philadelphia area, with offices in Pennsylvania, New Jersey and Delaware. Our financial professionals work closely with our clients offering a wide array of insurance products and financial solutions to help them achieve their long-term financial goals.
The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Massachusetts Mutual Life Insurance Company (MassMutual), its employees, or representatives are not authorized to give legal or tax advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal tax or legal counsel.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory Office: 2 Bala Plaza Suite 901, Bala Cynwyd, PA 19004. Tel: (610) 660- 9922.