Riehl, Dinar & Associates
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
As part of celebrating Hispanic Heritage Month, join us and Melissa Lyons, Worldwide Wine and Spirits Consultant, for a wine tasting event highlighting a selection of wines from Spain and South America. Indulge in a diverse food menu that showcases the rich flavors and culinary traditions of both Italy and Argentina at the new exciting venue located in the heart of Stamford.
During National Hispanic Heritage Month, we are taking the time to honor and celebrate the many contributions made by Hispanic - Latinos in the US. Join us for a personal exploration on financial goals of the affluent Hispanic – Latino individuals to better understand their experiences, motivations and priorities. At Riehl, Dinar and Associates, we always focus on putting our clients first and understanding them as individuals and as members of their communities. Together we create change.
During National Hispanic Heritage Month, we are taking the time to honor and celebrate the many contributions made by Hispanic - Latinos in the US. Join us for a personal exploration on financial goals of the affluent Hispanic – Latino individuals to better understand their experiences, motivations and priorities. At Riehl, Dinar and Associates, we always focus on putting our clients first and understanding them as individuals and as members of their communities. Together we create change.
Taxes can be easy to manage but difficult to avoid. This educational series could help you save on taxes. Join us with Alessandra Messineo Long , Esq to talk about your taxes and how they are changing this year. Learn how to plan your estate and the importance of timing your gifts to take advantage of the current environment. Topics for discussion will include:
- Overview of the current tax environment
- Gifting strategies aligned to your financial goals
- Making the most of your inheritance
Taxes can be easy to manage but difficult to avoid. This educational series could help you save on taxes. Join us to talk about your taxes and how they are changing this year. We will cover tax minimization strategies for individuals, business owners and executives.
Taxes can be easy to manage but difficult to avoid. This educational series could help you save on taxes. Join us to talk about your taxes and how they are changing this year. We will cover tax minimization strategies for individuals, business owners and executives.
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.
