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 may take.
Join us online for ASK:Marilyn every 4th Friday of the month at 12 PM, PT. To register, please click on the box below.
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 firstname.lastname@example.org
ASK Marilyn with Co-Host: Andrew J. Austin, CFA Portfolio Manager, City National Rochdale -- Market and Economic Perspectives: CNR Speedometers
ASK Marilyn - Summary of the SECURE 2.0 Act of 2022
ASK Marilyn with guest speaker Brendan Coyne, CIMA® Vice President for J.P. Morgan Asset Management
ASK Marilyn with Co-Host: Christopher Lanzafame, SVP at American Funds, part of the Capital Group – Download Capital Group’s very comprehensive Outlook 2022
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
ASK Marilyn with Co-Host: Robert J. Silverman, Attorney at Law R. Silverman Law Group – Download – Advanced Estate Planning
ASK Marilyn with guest speaker Brendan Coyne, CIMA®, Vice President for J.P. Morgan Asset Management
Guide to the Markets
ASK Marilyn with Co-Host: Amie Stone, Regional Marketing Director at Lincoln Financial Distributors – Download – Prepare for A Healthier Future
ASK Marilyn with Co-Host: Brian Nash, VP, Regional Marketing Director, at Goldman Sachs Asset Management. Market and Economic Updates and Perspective.
ASK Marilyn with Co-Host: Michael Wade, Investment Consultant, at Clark Capital Management Group. Market and Economic Updates and Perspective
ASK Marilyn with Co-Host: Amie Stone, MBA, MoneyGuard Regional Marketing Director, Lincoln Financial Distributors, Inc. Celebrating Long-Term Care Awareness Month