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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Merrill invites you to this 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 networth investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
Please reserve a seat with your Financial Advisor, space is limited.
Host
Michael Lawrence - Managing Director, Market Executive
Presenter
Jeff Bush - Principal, The Washington Update
Attendees and registrants who are not a client of Merrill: By registering for this event and providing the required contact information, you agree 1) to receive email notifications regarding this event; and 2) that Merrill, the Brokerage affiliate of Bank of America, may contact you via telephone and/or email related to this event or to offer other products and services that may be of interest to you, regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed.
Your health and safety is our first priority. If you are not feeling well or are experiencing even mild symptoms, please stay home and talk to your healthcare provider.
Investing involves risk. There is always the potential of losing money when you invest in securities. Merrill, its affiliates and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
This presentation is being produced by a third party not affiliated with MLPF&S and is for information and educational purposes only. The opinions and views expressed do not necessarily reflect the opinions and views of MLPF&S. Any assumptions, opinions and estimates are as of the date of this material and are subject to change without notice. The information contained in this material does not constitute advice on making any particular investment decision nor is it intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument or strategy.
Dr. Marc Milstein is a leading brain health researcher, speaker, and author on optimizing brain health, lowering the risk of dementia, and boosting happiness and productivity. Dr. Marc Milstein specializes in taking the leading scientific research on brain health and presents it in a way that entertains, educates, and empowers his audience to live better. His presentations provide science-based solutions to keep the brain healthy, lower the risk of dementia, boost productivity, and maximize longevity. Attendees leave with immediate tools, key solutions, and motivation to transform and maximize productivity, energy, and longevity.
Dr. Milstein's new book, "The Age-Proof Brain," has been nominated for "The Next Big Idea Award" for best non-fiction work and has been a #1 best seller in several categories, including Aging, Longevity, and Neuroscience.
Please reserve a seat with your Financial Advisor, space is limited
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.
