Caso, McDonell & Associates
It's all about helping you realize your dreams. Let's sit down to talk about what's important to you, your family and your business.
By understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
Younger workers today face a unique workplace not seen by previous generations. Balancing necessities while being able to save for goals can seem like an uphill challenge. But you don't need a fancy degree to manage your finances like an expert. Learn how to balance competing financial priorities and manage your money to set yourself up for a lifetime of financial success.
Date: Wednesday, December 4, 2024
Time: 3:00 PM - 4:00 PM Eastern
Register Here
We all know we need to save for retirement, but how do we know if what we're saving will be enough? There is a difference between saving for retirement and planning for retirement. Join this seminar to learn if what you're saving today will be enough to live off tomorrow and what you can do today to get on track for the retirement you've always envisioned.
Date: Tuesday, December 17, 2024
Time: 11:00 AM - 12:00 PM Eastern
Register Here
Learn more about the new Financial Wellness Tracker, an online tool that can help improve your overall financial health. Get your financial wellness score and personalized step by step suggested action plan to start building positive financial behaviors.
Date: Thursday, January 9, 2025
Time: 11:00 AM - 12:00 PM Eastern
Join us for a discussion about market volatility and strategies that can help you keep a long-term perspective while coping with a turbulent market.
Date: Friday, January 24, 2025
Time: 2:00 PM - 3:00 PM Eastern
Register Here
Please tune in to
2025 Year Ahead Outlook: "Get ready for what's next" beginning December 12 at 2 p.m. Eastern for clients and prospects to watch at their convenience.
In just 15 minutes, our host Chris Hyzy and expert panelists will share ideas that can help clients prepare for potential opportunities and risks in 2025 and beyond.
Topics explored:
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Fresh insights on the economy, inflation and interest rates
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U.S. election results and impact on the markets
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Key drivers shaping equities and fixed income
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New ideas to help you manage your portfolio
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.
