Asset Protection - Creating a Legacy

You spent years building that nest egg with the goal of creating a comfortable retirement. Let's have a conversation around protecting those assests for years to come. 

Bring a friend and join us for an educational workshop where we will discuss asset protection strategies and how they might apply within your family. 

Speaker: 
Chris Caradec
Vice President, Trust Specialst 
Merrill Lynch, Pierce, Fenner & Smith Inc. 

To reserve your place today, call Charmaine Davis at 302-645-4422 or email charmaine.davis@ml.com.

Hosts: 
Kyle Ricker, CFP, CRPC
Senior Financial Advisor 

Robert Sturgis, CPRC, RICP 
Senior Financial Advisor