Speaker Event: A Discussion on Trusts and Investing
Join us for a discussion on the critical financial and legal issues facing families and their trusts in the current economic environment.
Speakers: Erin McCreary, Estate Planning Attorney and Author, and Ian J. Stock, Investment Management Consultant, BlackRock
Hosted by: Jeremy Ferrell, Financial Advisor, Merrill LynchOur speakers will be discussing and answering questions
relating to the basics of estate planning and investment
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
Date and Time
Wednesday Oct 29, 2014
5:30 PM - 7:30 PM PDT
October 29th 5:30 to 7:30
Location
Donovan's Steakhouse UTC
Fees/Admission
None
Contact Information
Jeremy Ferrell
jeremy.ferrell@ml.com
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Printed courtesy of sdbusinesschamber.com/ – Contact the North San Diego Business Chamber for more information.
10875 Rancho Bernardo Road Suite 104, San Diego, CA 92127 – (858) 487-1767 – admin@sdbusinesschamber.com