About this Event
Join us to learn how women can tap into their investing superpower to build a more secure financial future for themselves and their family. This luncheon is brought to you by Merrill’s Women’s Exchange. Our experts answer key questions our advisors get asked by clients. Invest in yourself by attending!
Key takeaways from this presentation:
•Learn how your experiences influence your financial decision making
•Ways to preserve and grow your wealth
•How to build a portfolio that aligns with your goals
•Using your risk tolerance to make better informed investing choices
•Meet your local Merrill NAWBO Ambassador, a resource to you!
Presented by Kaitlyn Cruse, Senior Vice President, Wealth Management Advisor, & Portfolio Manager, Merrill’s Women’s Exchange. To learn about Kaitlyn and her team, please click here.
Event Venue & Nearby Stays
One Paseo, 12830 El Camino Real, San Diego, United States
USD 0.00 to USD 23.18