Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and our team can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
Please join Merrill for The Washington Update 2024 with Jeff Bush. Jeff will provide an overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
Jeff Bush is known for his unique ability to translate difficult and confusing information coming out of Washington D.C. into winning growth strategies for business owners, executives and high net worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry's nonpartisan experts on all things Washington.
The event starts at 4:00PM Central.
To register and receive a link to the live broadcast, call Lana Katsnelson at 847.780.0518 or lana_katsnelson@ml.com.
CFP®, CPFA™
CFP®, CPFA™
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.
