Green Shoots: Retirement Planners of America gives back

Apr 7, 2020 | Company News, Financial Services, Green Shoots, Retirement

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a difficult situation. In our second episode, we speak with Ken Moraif, senior retirement planner at Retirement Planners of America, who relates how his firm saw a client appreciation event cancellation due to coronavirus concerns as an opportunity to donate food to two local charities. We hope you enjoy it. Check out the video below!

Gregory FCA Staff