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. 

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.


Kyle Ricker, CFP, CRPC
Senior Financial Advisor 

Robert Sturgis, CPRC, RICP 
Senior Financial Advisor 

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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