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<b>Your Money Matters and More</b>

Your Money Matters and More

One question we have heard over the past months is “With the current economic environment, what should we be doing now?”

We invite you to attend ASK : Marilyn - Your Money Matters and More to share with you some context, perspective and observations on the market, economy and our community, as well as action steps you can take during this time.  

Join ASK : Marilyn every 4th Friday of the month at 12 Noon, Pacific Time, Online.  To register, please click on the box below.  You may choose to attend one or all sessions and will receive an email reminder, with your unique ‘ join link ’, an hour prior to the event. 

Upcoming ASK Marilyn Event: Friday, Jan 27 @12pm, PT

ASK Marilyn with Co-Host: Andrew J. Austin, CFA Portfolio Manager, City National Rochdale -- Market and Economic Perspectives: CNR Speedometers

Did you miss ASK Marilyn today?

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

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 Edition – Long-term Perspective on markets and economies. #1_05237033

Download Presentation

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, information on A-B Trusts, plus stories on how we saved time and money. #1_05248184

Download Presentation

March 25th 

ASK Marilyn with Co-Host: Robert J. Silverman, Attorney at Law R. Silverman Law Group – Download  – Advanced Estate Planning #1_05239446

Download Presentation

 April 22nd 

ASK Marilyn with Co-Host: Brian Carlson, Regional VP, Jackson National. – Download – Broaden Your View

Download Presentation

May 27th

ASK Marilyn with Co-Host: Amie Stone, Regional Marketing Director at Lincoln Financial Distributors – Download – Prepare for A Healthier Future

Download Presentation

July 15th

ASK Marilyn with Co-Host: Brian Nash, VP, Regional Marketing Director, at Goldman Sachs Asset Management. Market and Economic Updates and Perspective.

Download Presentation

Sept 23rd

ASK Marilyn with Co-Host: Michael Wade, Investment Consultant, at Clark Capital Management Group. Market and Economic Updates and Perspective

Download Presentation

October 28

ASK Marilyn with Co-Host: Amie Stone, MBA, MoneyGuard Regional Marketing Director, Lincoln Financial Distributors, Inc. Celebrating Long-Term Care Awareness Month

Download Presentation

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