In today's business landscape, retaining top talent is crucial. We will cover trends in employer/employee continuity for 2025 and offers strategies for optimizing retention, engagement, and succession planning using case studies for insights.
Marshall joined The Bulfinch group after 15 years of working for Mutual Fund and 401(k) Plan providers. This background provides him with a unique understanding of the financial products available to both individuals and businesses. He works with...
Peter is a member of NAIFA, The National Association of Insurance and Financial Advisors. He holds a Bachelor of Science degree in Business Administration from St. Michael’s College, Colchester, VT (1989). Peter resides in Milton, MA with his wife...
Michael takes a "holistic" approach to client relationships, evaluating all facets of a person’s financial picture. Once the client’s philosophy and the process they use to make financial decisions is understood, he then designs a custom financial...
Small Business University Online is brought to you by Small Business Expo, America's BIGGEST business networking event. In our content-rich webinars, you will learn from industry experts on various business topics.