Merrill Lynch - Downtown Dayton Office

Free Financial and Retirement Planning Workshop. Class focuses on comprehensive retirement planning emphasizing the relevant concerns of retirees in today's environment. This 1 hour class will address: Retirement Income & Social Security, Healthcare, Investment Management, Liability & Risk Management, Estate Planning, and Tax Management. Attendees will be invited to attend a 2nd Free advanced planning session which includes receipt of a free, no obligation Retirement Income Analysis and Written Financial Plan with strengths, concerns, and recommendations. To RSVP or to schedule a private 1 on 1 consultation, email or call Matthew J. Palmer, CRPC at matthew_palmer@ml.com or 937-225-2640.