EVENT INFORMATION:

Join us for our monthly meeting on Wednesday, April 23rd! We are excited to welcome Lori Hubbard, Director with MFS Fund Distributors, Inc. Lori will discuss the importance of educating your aging workforce. She will focus on Medicare, Social Security, and 401k disbursements.

SPEAKER: LORI HUBBARD

In her current role with MFS, Lori Hubbard is responsible for multiple territories, including western North Carolina and eastern Tennessee. She also participates in speaking engagements as a part of MFS' ongoing initiative to educate financial advisors about the unique and evolving financial needs of women. Lori joined MFS in 2013 as an internal sales manager and assumed her current role in 2020. Prior to joining the firm, she was a director at Palmetto Advisory Group, wholesaling alternative products to independent and broker/dealer firms. She previously served as a financial advisor at Raymond James, where she primarily focused on retirement plans. Lori earned a Bachelor of Science degree in communications from Appalachian State University. She is a registered principal and holds Series 7, 66 and 26 licenses from the Financial Industry Regulatory Agency (FINRA). 

SILVER MONTHLY SPONSOR:

2024 GOLD LEVEL SPONSORS:

Please note: By registering for this meeting, you agree to the following terms: