Annual Platinum Sponsor
Annual Gold Sponsor
Annual Silver Sponsor
EPCWC: May 3, 2023 Breakfast Meeting
May 03, 2023
8:00 AM - 10:00 AM
Add to Calendar
Merrill Lynch, Pierce, Fenner & Smith Inc.
360 Hamilton Avenue
White Plains, NY 10601
Venue website
Directions
Thank you to our Sponsor
RSVP Due Date: April 27th, 2023 by 5:00PM.
Merrill Lynch, Pierce, Fenner & Smith Inc.
360 Hamilton Avenue White Plains, NY 10601
Boardroom on the First Floor, Parking across the street at municipal lot.
Beyond the 4% withdrawal standard: Efficient income planning for the modern retiree
Lisa will teach us how to engage clients in income planning conversations, how to help clients develop a financial strategy aligned to income goals and how to change product allocation to improve retirement outcomes.
Lisa M. Keating-Gradilone CFA, CFP® Merrill Lynch - Financial Advisor, Senior Portfolio Advisor
$20.00 (members only; no guests)
Merrill Lynch will be sponsoring this event and we are only asking for members attending to pay $20.00 instead of the regular price of $50.00. Registration is REQUIRED. There is limited seating for this meeting, so please be sure you can attend when registering. We will maintain a waiting list, and if you have registered and find you cannot attend, please cancel your registration as soon as possible so a fellow member may participate.Tickets
$20.00 Member - Breakfast
