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Asset Protection - Creating a Legacy

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Name: Asset Protection - Creating a Legacy
Date: October 25, 2018
Time: 6:00 PM - 7:30 PM EDT
Event Description:
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 

 
Location:
Merrill Lynch
18949 Coastal Hwy Suite 201 
Rehoboth Beach, DE 19971
Date/Time Information:
Tuesday, September 25, 2018
6:00 pm - 7:30 pm 
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