Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.
When thinking of your child or grandchild's future, being able to provide them with a quality education is probably one of the top goals you have for them.
We invite you to join our virtual seminar where we will discuss common concerns that many people have on where to start when it comes to preparing for the cost of education. We will also cover the following:
- Funding options for education
- Benefits of tax-advantaged education planning choices
- Helping pursue your education funding goals.
Our hope is that when the time comes to take the next step in education planning you have a better understanding of the options available to you and how we can help you with that journey.
Thursday, August 22, 2024
1:00 p.m. to 1:30 p.m. CT
Please click this link to register for the virtual seminar
Hosts
The Voysey Fitzgerald Crowe LeDuff Group
Kevin LeDuff, CRPC™, CPFA™
Vice President
Senior Financial Advisor
Colby Branstine, CFP®, ChFC®
Assistant Vice President
Wealth Planner
The Washington Update 2024
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
Thursday, September 5, 2024 | 5:00 p.m. ET/4:00 p.m. CT
Click here to register (Please use Market Code GRKAN when registering for this event.)
WebEx details will be provided prior to event date.
Whether you are retired, close to retirement, or just beginning to save for your retirement the question of Social Security most likely has crossed your mind. Please join us for a virtual seminar in which we will discuss:
- Common myths surrounding Social Security.
- Factors to consider when thinking about your Social Security benefits.
- When should you start collecting Social Security.
It is our goal that after this seminar we will have helped you to understand how Social Security fits into your overall financial picture when it comes to retirement planning.
Thursday, September 19, 2024
1:00 p.m. to 1:30 p.m. CT
Please click this link to register for the seminar
When it comes to the idea of gifting or planning and preparing the next generation of family wealth, knowing the appropriate steps that should be taken and when they should be taken can seem overwhelming.
We welcome you to join us for our upcoming virtual seminar in which we will discuss gifting and family wealth planning as well as:
- The impact of transfer tax exemptions.
- The nuances of planning large gifts.
- Highlighting some time sensitive aspects of gifting.
Please see the below details regarding the date and time of the seminar as well as the link to register for this virtual seminar.
Thursday, October 24, 2024
1:00 p.m. to 1:30 p.m. CT
CFP®, CIMA®, CPFA™, CPWA®, CRPC™
CEPA®, CFP®, CPFA™, CPWA®, 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.
