Riehl, Dinar & Associates
Merrill Lynch Wealth Management
The team works with a select group of diverse business professionals and owners to provide you with trusted advice and guidance when you need it most. We problem solve with our clients to turn their financial ambitions into action so that can take care of their family and secure their legacy. This is accomplished through an exceptional experience centered on transparent, personalized, and easy to follow actionable steps addressing short-term challenges and long-term goals.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Kick off the new year with a timely and informative webinar where we will discuss the potential benefits of financial planning. A personalized financial plan can help your assets last through your lifetime and to pursue your desired retirement lifestyle. A financial plan may help:
- Identify and prioritize what matters most to you
- Understand your path forward
- Set your strategy in motion
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com
Join us for an insightful webinar on adjusting your retirement plan for the road ahead. The markets can be unpredictable, but staying the course with a long-term plan may be your best way forward. This means it's more important than ever to make sure your financial plan and retirement strategy are aligned for the path forward. During our discussion we will cover the following.
- Establishing your plan in both short and long term goals
- Exposure our disciplined investment process that aligns with your plan
- Offer some practical ideas to help you prepare for whatever the future brings
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com
Women have a lot to celebrate. They've made strides in key areas in recent years — from earning more college degrees and holding higher-paying jobs to starting their own businesses and living longer.
As part of Women's Month in March join us for this webinar where we'll talk about the economic power and influence that women possess and how you can prioritize the things that matter most to you, from your careers to your families. We'll also discuss how to plan for your goals throughout your unique journey.
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
This meeting will be conducted via WebEx. To register, please RSVP to omar.dinar@ml.com
At Riehl, Dinar and Associates, we believe that owning a home can help you build wealth and improve your quality of life. Long before you begin house hunting, we can offer help as you figure out how much debt you can take on, how much money to put toward a down payment and how you'll be able to keep your other important financial goals on track.
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com
At Riehl, Dinar and Associates, we believe that owning a home can help you build wealth and improve your quality of life. Long before you begin house hunting, we can offer help as you figure out how much debt you can take on, how much money to put toward a down payment and how you'll be able to keep your other important financial goals on track.
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com
At Riehl, Dinar & Associates we help families to define the purpose of their wealth and to be intentional about wealth's impact on themselves, their families, and their communities. Significant wealth brings substantial complexity. We will cover how the Center exists to help families make sense of that complexity and find ways to thoughtfully navigate wealth in each generation to build individual and collective well-being, purpose, and productivity.
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com
At Riehl, Dinar & Associates we help families to define the purpose of their wealth and to be intentional about wealth's impact on themselves, their families, and their communities. Significant wealth brings substantial complexity. We will cover how the Center exists to help families make sense of that complexity and find ways to thoughtfully navigate wealth in each generation to build individual and collective well-being, purpose, and productivity.
Presented By:
Arisleyda C Riehl CIMA®, CRPC®, CPFA®, Vice President, Wealth Management Advisor
Omar K Dinar, Financial Advisor, Senior Portfolio Advisor
This meeting will be conducted via WebEx. Click here to register or email omar.dinar@ml.com
CIMA®, CPFA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
