From October 25, 2018 6:00 pm until October 25, 2018 7:30 pm
At Merrill Lynch
Posted by Lisa Newnom
charmaine.david@ml.com
302-645-4422
Categories: Current Events
Hits: 827
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