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Financial Workshop

Reaching Your Goals: Wealth Management Strategies for Women

Led by Laurie Zittrain Jones, Wealth Management Advisor at Merrill Lynch. Option of either a luncheon OR 5:30 hors d'oeuvres and drinks on Thursday, Jan. 14.

This workshop is designed for women and will focus on understanding your investment personality, portfolio strategies, retirement planning, caregiving, philanthropy and estate planning. It will also help you clarify your financial priorities and goals while showing how to more effectively use your resources to build and preserve your wealth. 

Reservations: Pat Check at 757-789-7904 or patricia_check@ml.com


Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and Member SIPC, and other subsidiaries of Bank of America Corporation.

  • Are Not FDIC Insured
  • Are Not Bank Guaranteed
  • May Lose Value

©2015 Bank of America Corporation. All rights reserved.                                  

 

                           

 

Earlier Event: December 5
Parent/Child Decoy Carving Class
Later Event: January 28
Financial Workshop