Calendar of Events
Financing Your Future: Redefining Financial Freedom in 2010
Million $ Circle Event
Join us as we kick off the New Year with ways to restore, revive and retool your finances!
The panel will discuss:
• How buying habits and trends have changed as the economy has shifted
• How events from the last few years effect how we evaluate risk
• Creating a customized model for your retirement: A fresh approach
• And much more!
Featuring:
Chris Ramey, President, Affluent Insights
David Richman, VP & National Director, Eaton Vance
Diane Davis, CFP, CIMA, CRPC, Vice President,
Merrill Lynch Wealth Management
Tuesday, January 12, 2010
12:00-2:00 PM
Registration and networking: 12:00-12:30pm
Program: 12:30-2:00pm
Location:
Merrill Lynch Wealth Management
701 Brickell Avenue, 7th Floor
Miami, FL 33131
TCI Members: Complimentary
Guests: $50
Advanced Registration is required for all participants, click here to register on-line
Sponsored by:
