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Financial Workshop

Confronting the Elephant in the Room: How to Talk with Family about Money, Life and Death

Led by Laurie Zittrain Jones, Wealth Management Advisor at Merrill Lynch. Option of either 11 am luncheon workshop OR 5:30 pm workshop with hors d'oeuvres and drinks on Thursday January 28. Cost: FREE. 

A recent retirement study found that the majority of adults have not talked in depth with their parents of adult children about their wishes and plans for the rest of their life. These conversations can be very difficult, and too many families put them off until a crisis occurs. 

Please join Laurie for a roundtable discussionto understand why these issues can be so difficult, and learn some strategies to overcome the emotional obstacles to starting these important family discussions.

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
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  • May Lose Value

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Earlier Event: January 14
Financial Workshop