Join us for a discussion on the critical financial and legal issues facing families and their trusts in the current economic environment. Hosted by: Jeremy Ferrell, Financial Advisor, Merrill LynchOur speakers will be discussing and answering questions considerations in the latter half of 2014. Complimentary dinner and wine will be served during the discussion Please join us at: Donovan’s Steakhouse 4340 La Jolla Village Dr. La Jolla, CA 92122 Complimentary Valet Parking Provided Space is limited to 12 attendees, please RSVP at jeremy.ferrell@ml.com or call (858) 456-3605
Wednesday Oct 29, 2014
October 29th 5:30 to 7:30 Donovan's Steakhouse UTC None
Jeremy Ferrell
jeremy.ferrell@ml.comSpeaker Event: A Discussion on Trusts and Investing
Speakers: Erin McCreary, Estate Planning Attorney and Author, and Ian J. Stock, Investment Management Consultant, BlackRock
relating to the basics of estate planning and investmentDate and Time
5:30 PM - 7:30 PM PDT
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Speaker Event: A Discussion on Trusts...