ProWIN Winners October 2019: Jennifer Finkelstein Hall and Loraine DiSalvo

Jennifer Finkelstein Hall was featured on the United Intentions Foundation’s Awaken Atlanta radio show recently talking about Surviving the Worst Case Scenario. Click here to watch the show and to learn about all of the fun things going on at MatchKey Consulting, LLC

Ms. Hall will also be presenting “Bringing up the Next Generation of Leadership: Becoming a Master Mentor” – a discussion around the importance and best practices of mentoring the next generation. Click here for more information.

And, of course, don’t miss out on Ms. Hall’s round table discussion “Help! I Hate Selling! How to Build a Network and Generate New Business” at the ProWIN Success Bootcamp on Friday, October 18, 2019. Click here for more information and to register.

 

Morgan and DiSalvo, P.C., is pleased to announce that Richard M. Morgan and Loraine M. DiSalvo have each received the 2019 Five Star Investment Professional Award for the eighth time. The Five Star Investment Professional award recognizes financial service providers who demonstrate excellence in the area of outstanding service.

“Loraine and I, and our team at Morgan and DiSalvo, P.C., strive to share our passion for estate planning every day with everyone we serve. It’s our goal to exceed our clients’ expectations year after year,” said Morgan. With more than 24 years in business, the firm attributes its success to strong and trusting relationships, a deep passion for working with clients to implement their estate planning needs and wishes, and a strong commitment to excellence and the highest standards in the estate planning field. “We are thrilled to receive the Five Star Investment Professional award as an acknowledgment of this commitment,” said DiSalvo.  Click here for more information.