Caso, McDonell & Associates
It's all about helping you realize your dreams. Let's sit down to talk about what's important to you and your family.
By understanding you and your priorities, we can more effectively offer our experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.
You don't have to be a financial expert to invest for the future. However, you do need basic knowledge of the investing world to help make informed decisions. So whether you plan to invest on your own or with the help of a financial specialist this seminar will give you a basic introduction to the world of investing.
Date: Thursday, February 22, 2024
Time: 2:00 PM - 3:00 PM Eastern
Register Here
An overview of the unique financial challenges that women may face and strategies and tips to help improve their financial well-being.
Date: Friday, March 08, 2024
Time: 4:00 PM - 5:00 PM Eastern
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Your financial priorities depend on where you are in life and what's most important to you. Learn how to set goals, and put a spending and savings plan in place to help you work towards them.
Date: Thursday, March 14, 2024
Time: 3:00 PM - 4:00 PM Eastern
Register Here
You can't predict all of life's unexpected events, but you can prepare financially. Knowing your financial risks and putting a plan in place can help offset potential curveballs that may be thrown your way.
Date: Tuesday, April 9, 2024
Time: 12:00 PM - 1:00 PM Eastern
Join this seminar to learn some ideas, activities and resources to help you engage with your children about money matters. Learning how to manage their money can help your children develop lifelong skills for pursuing their goals and being financially responsible.
Date: Friday, April 26, 2024
Time: 2:00 PM - 3:00 PM Eastern
Regardless of whether you think you may retire earlier than you originally planned, reviewing your retirement plan and preparing for a range of outcomes can help you be prepared for the unexpected and help you pursue your retirement goals.
Date: Wednesday, May 1, 2024
Time: 12:00 PM - 1:00 PM Eastern
Like many people you've worked hard over the years to build your nest egg for a more secure future. But have you taken time to consider the effect that health care costs could have on your savings?
Date: Wednesday, May 29, 2024
Time: 6:00 PM - 7:00 PM Eastern
Please join Steve Alch, MLWM Division Executive on Wednesday, May 1st at 4:00pm (EST) with Savita Subramanian, Managing Director, Head of U.S. Equity and Quantitative Strategy for a discussion on how the coming year might bring a return to a more promising market as global economies reset. "Looking Forward to a New Era of Growth" will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.
Topics will include:
- What a potential recession could mean for the markets.
- Dealing with inflation, volatility, and other investment risks.
- Portfolio strategies and opportunities to consider now.
For more information about this event, please email stephen.garcia@ml.com.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
