Posted by: JoeDeBonis | March 4, 2021

Meeting Summary — 3/4/2021

Al Woller gave a presentation on his approach to Wealth Management. Brian gave the education on cryptocurrencies. Visiting today was Sagar Bhalla (from Jewelery Design Lab). Gabrielle is going to be on Milt’s radio show on Monday talking about Kiwanis.

Sam met with Ray. Al said that Ken gave him a referral. He also said that he had a long conversation with Jay. Gabrielle said she’s been working with Al, and that he gave her two referrals. Joehad lunch with Ken; he thanked Milt for connecting him with someone.


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