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DATE / TIME EVENTS / INDUSTRY LOCATION
Feb 25, 2010-
Feb 25, 2010
09:00AM - 12:00PM
Networking Event-Securing your Retirement
Social Security Basics- Transforming Social Security into a Winning Retirement Strategy
Sonoma,
Contact for details
Event Description
You and a guest are cordially invited to attend
Networking Party – Securing Your Retirement
Topics of Discussion
Social Security Basics
Transforming Social Security into a Winning Retirement Strategy
 
 
 
Hosted by:                             Brian Purcell, CFP®
Financial Advisor
Merrill Lynch
 
Casey Stromer
Financial Advisor
Merrill Lynch
 
Guest Speakers:                 Art Villar – CRPS®, ARPC®, AIF®
                                                Vice President Retirement Services
BlackRock
 
                                                Andrew Schmidt
Regional Vice President
                                                Invesco PowerShares   
When:                                    Thursday, February 25th, 2010
                                                9:00 am               
 
RSVP:                                    707-575-6310 or Lianne_Hannum@ml.com 
 
Refreshments will be served
Fee: $0.00

Contact Information
Name: Casey Stromer     Email: casey_stromer@ml.com
Phone: 707-575-6398      Fax: 707-703-1176

 

 

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