Caso, McDonell & Associates
Merrill Lynch Wealth Management
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.
How do we ensure our children receive basic know-how with money matters? More times than not, that responsibility falls to the parents. Join us to learn how you can make this a fun and educational process for kids of any age.
Date: Tuesday, August 13, 2024
Time: 1:00 PM - 2:00 PM Eastern
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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: Monday, August 19, 2024 Time: 3:00 PM - 4:00 PM Eastern
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This presentation assumes you are familiar with investing basics. We will dig deeper into the information you need to make sound investment decisions and build a portfolio that is appropriate for your goals. Whether short or long-term, lets break down so you can invest confidently.
Date: Thursday, September 5, 2024 Time: 7:00 PM - 8:00 PM Eastern
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Times are changing and navigating an everchanging world can be a challenge. But with confidence, discipline, and a plan, you can keep your financial health on track. Learn how to assess where you are today, prioritize your needs and goals, and be prepared for the unexpected.
Date: Thursday, September 11, 2024 Time: 5:00 PM - 6:00 PM Eastern
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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.
