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Webinar

What is ESG Investing

What is ESG Investing

Daniel Mannix, CFA® and Ray Ferrara, CFP® hosted a complimentary webinar to explain ESG investing and how ProVise is addressing this emerging and important trend. 

What now, Mr. Biden

What now, Mr. Biden

ProVise Management Group Susan Washburn, CFP®, JD hosted Chair and CEO V. Raymond Ferrara, CFP® for a discussion about what Americans might expect to happen with the market, taxes and social security once President-elect Joe Biden takes office.