Los Angeles Chapter Meeting
Wednesday, November 15, 2023, 5:00 PM - 8:00 PM PDT
Category: Chapter Meetings
REGISTER HERE
Meeting Title: How to Talk to your Beneficiaries about Market Volatility
Meeting Description: Come and enjoy a presentation by one of PFAC's biggest supporters, Merrill Lynch, while enjoying our taco buffet, and free drink as we discuss effective ways to talk to your beneficiaries about market volatility and behavioral finance, some simple language tips to help talk to beneficiaries, tips for investing in volatile markets, and tools, techniques, and case studies.
Speakers Name: Paul Bartschi, Vice President, Senior Financial Advisor, Merrill
Thank You To Our Sponors: Andrea Jacobs & Tamara Campbell of National Trust probate Paul Bartschi of Merrill
Tamara Campbell and Andrea Jacobs
CEU/MCLE:
1.5/1.5 - Trusts
Meeting Date: Wednesday, November 15, 2023
Meeting Time: 5:00pm-8:00pm
Meeting Format: In-Person Meeting
Venue Name and Address: The Proud Bird 11022 Aviation Blvd, Los Angeles, CA 90045
PFAC Members Only: No
Meeting Price: Members: $25 Non-Members: $35 Student: $20
Management Level of Difficulty: Beginning to Intermediate
Will food be served at this event?: Yes
Food and Menu Details: Buffet Style - Serve Yourself Vegetarian option For those with kosher dietary needs, we can offer a fruit plate as an option.
For More Information Contact: Brad Kuechler [email protected]
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