ASK Marilyn - Your Money Matters+
Your online source for insights, perspectives, and observations on the market, economy, our community and more.
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Please feel free to download the ASK Marilyn program presentations below. We are happy to answer any questions you may have on your Financial House or to clarify your investment portfolio. Give me a call to schedule your complimentary Lifestyle Upgrade Assessment at 925-219-0080 or email at marilyn.suey@diamondgroupwealthadvisors.com
2023 Ask Mariyln
Jan 27th
ASK Marilyn with Co-Host: Andrew J. Austin, CFA Portfolio Manager, City National Rochdale -- Market and Economic Perspectives: CNR Speedometers
April 28th
ASK Marilyn with guest speaker Brendan Coyne, CIMA® Vice President for J.P. Morgan Asset Management.
August 25
Embrace Aging with Confidence. Aligning your financial needs for every stage of your life. With Amie Stone, Money Guard Reginal Marketing Director.
2022 Ask Mariyln
January 28th
ASK Marilyn with Co-Host: Christopher Lanzafame, SVP at American Funds, part of the Capital Group – Download Capital Group’s very comprehensive Outlook 2022
February 25th
ASK Marilyn with Co-Host: Atty. Robert Silverman, R.Silverman Law Group, on Fundamentals of Estate Planning. – Download – Understand the 4 Core Documents of Estate Planning, Infoormation on A-B Trusts
March 25th
ASK Marilyn with Co-Host: Robert J. Silverman, Attorney at Law R. Silverman Law Group – Download – Advanced Estate Planning
April 22nd
ASK Marilyn with guest speaker Brendan Coyne, CIMA®, Vice President for J.P. Morgan Asset Management
Guide to the Markets
May 27th
ASK Marilyn with Co-Host: Amie Stone, Regional Marketing Director at Lincoln Financial Distributors – Download – Prepare for A Healthier Future
July 15th
ASK Marilyn with Co-Host: Brian Nash, VP, Regional Marketing Director, at Goldman Sachs Asset Management. Market and Economic Updates and Perspective.
Sept 23rd
ASK Marilyn with Co-Host: Michael Wade, Investment Consultant, at Clark Capital Management Group. Market and Economic Updates and Perspective
October 28
ASK Marilyn with Co-Host: Amie Stone, MBA, MoneyGuard Regional Marketing Director, Lincoln Financial Distributors, Inc. Celebrating Long-Term Care Awareness Month