Our annual Friends Helping Friends Gala is one way we say “thank you!” to everyone who helps The Musuneggi Financial Group to thrive and grow.
This year’s Friends Helping Friends Gala, Making History!, will be held on Wednesday, October 25. It’s going to be an evening to remember, and we don’t want you to miss it!
Here’s what you do!
Step 1: Think about all the people in your life: family, friends, neighbors, & colleagues.
Step 2: Choose 1 or 2 who could benefit from the same great service we’ve provided to you. (Need a “cheat sheet” of all the services we provide? Look below!)
Step 3: Ask them if they’re interested in having a quick 15-minute introduction call with Mary Grace or Christopher.
Step 4: If we are able to work together, you and the person you referred (and your guests!) will be invited to this year’s Friends Helping Friends Gala!
Did you know we offer all of these services?
- Starting Out/Starting Over Coaching
- Financial Planning
- Investment Management
- Asset Protection
- Estate & Philanthropic Planning
- College Funding Service
- Divorce Planning
- Senior Lifestyle Planning
- Life & Career Planning
FOR BUSINESS OWNERS
- Succession Planning
- Business Retirement Plan Consulting
- Business Protection