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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


 

 

 

coldwell

 

 

 

 


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]