Posted by: JoeDeBonis | February 4, 2021

Meeting Summary — 2/4/2021

Nicole Drasin gave a presentation on the benefits of starting to invest early. Visiting today was Grace Fischer (a student at Penn State Berks). Gabrielle had a 1-hour chat with Al. Sam thanked Milt for introducing him to a CPA. Carla had one-to-ones with Ivan and Nicole. Harvey had a one-to-one with Ken while exchanging BOB paperwork. Al thanked Gabrielle for sharing a referal. Jennifer thanked Harvey for a client. Nicole said that Pat gave her PC a physical over Zoom. Joe met with Pat and John.


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