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.
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
Prioritize your financial future with our quick, interactive bite-sized workshops. Our engaging lineup includes topics relevant to everyday life, with a refreshing interactive format.
Date: Friday, February 14, 2025
Time: 12:00 PM - 12:30 PM Eastern
Managing debt at any age can be a challenge especially for those just joining the workforce. However, you can position yourself for success by understanding the ins and outs of student loans. Join us as we discuss types of student loans, managing student loan debt, and understanding different repayment options.
Date: Thursday, February 20, 2025
Time: 4:00 PM - 5:00 PM Eastern
Often times we are told to take emotion out of investing, but can we? Many Americans rank finances as the #1 stressor in their lives. By understanding the synergies between our financial, physical, and mental state, we can learn to take control over many situations. Empower yourself, understand "you", and recognize the support that is available to help.
Date: Tuesday, March 11, 2025
Time: 2:00 PM - 3:00 PM Eastern
Whether you are considering its long-term viability or trying to understand the application process, get the knowledge you may need to make the most out of your Social Security benefits.
Date: Thursday, March 27, 2025
Time: 3:00 PM - 4:00 PM Eastern
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.
