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Merrill Lynch - Asset Protection Workshop
You spent years building that nest egg with the goal of creating a comfortable
retirement. Let’s have a conversation around protecting those assets for years to
come.
Bring a friend and join us for an educational workshop where we will discuss
asset protection strategies and how they might apply within your family.
Hosted by, Kyle Ricker, CFP®, CRPC® Senior Financial Advisor and Robert Sturgis, CRPC®, RICP® Senior Financial Advisor with speaker, Chris Caradec, Vice President, Trust Specialist Merrill Lynch, Pierce, Fenner & Smith Inc