Free Financial Seminar

A powerful way to pursue your goals is by putting a personalized plan in place and taking steps to make steady progress over time.

As a Merrill advisor, planning is at the heart of how we work with our clients. Creating a personalized plan and updating it regularly arms us with a roadmap to help you pursue your goals and make informed decisions along the way.

Please join us for this educational seminar where we will share our planning process and you will learn:

•      The importance of creating a plan to help you pursue your goals.

•      Some pitfalls and ways you can take a disciplined approach towards planning.

•      Tools we can use to help you create a personalized strategy.

•      How working with a Merrill advisor can help you create and stick to a plan that will help you make progress towards whatever you are striving for.

If you are interested in attending this even, please RSVP with Michele Druhl at Mdruhl@ergjax.com.

Lunch will be provided. 

Thank you. We look forward to seeing you there!