Asset Protection - Creating a Legacy
You spent years building that nest egg with the goal of creating a comfortable retirement. Let's have a conversation around protecting those assests 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.
Speaker:
Chris Caradec
Vice President, Trust Specialst
Merrill Lynch, Pierce, Fenner & Smith Inc.
To reserve your place today, call Charmaine Davis at 302-645-4422 or email charmaine.davis@ml.com.
Hosts:
Kyle Ricker, CFP, CRPC
Senior Financial Advisor
Robert Sturgis, CPRC, RICP
Senior Financial Advisor
Date and Time
Thursday Oct 25, 2018
6:00 PM - 7:30 PM EDT
Tuesday, September 25, 2018
6:00 pm - 7:30 pm
Location
Merrill Lynch
18949 Coastal Hwy Suite 201
Rehoboth Beach, DE 19971