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Meeting Title:
How to Talk to your Beneficiaries about Market Volatility

Meeting Description:
Understand your beneficiaries' expectations on investing, learn the facts and the way to communicate with them to develop mutual goals based on a data driven approach.

Meeting Title:
How to Talk to your Beneficiaries about Market Volatility

Meeting Description:
Understand your beneficiaries' expectations on investing, learn the facts and the way to communicate with them to develop mutual goals based on a data driven approach.

Speaker:
Paul Bartschi
Vice President
Senior Financial Advisor

The Special Needs Team
Merrill Lynch Wealth Management

CEU & MCLE:
Estate: 1.0/1.0
Trusts: 1.0/1.0  

Meeting Date:
Wednesday, March 15, 2023

Meeting Time:
12:00 PM - 1:00 PM

Meeting Address:
13949 Ventura Blvd Ste 320 Sherman Oaks, CA 91423

Members Only:
Fiduciaries Only

Meeting Price:
Members: $30
Non-members: $40
Student: $15

Food:
Yes

Menu:
Buffet Style - Serve Yourself

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Thank you to our Sponsor:
Lina Ghazalian

For More Information Contact:
Brad Kuechler
[email protected]