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<strong>ASK Marilyn - Your Money Matters<span style="font-size: 19.6px;" data-mce-style="font-size: 19.6px;">+</span></strong>

ASK Marilyn - Your Money Matters+

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.  

Upcoming ASK Marilyn Event: 

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 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

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Feb 24th

ASK Marilyn - Summary of the SECURE 2.0 Act of 2022

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April 28th

ASK Marilyn with guest speaker Brendan Coyne, CIMA® Vice President for J.P. Morgan Asset Management

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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 

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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

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March 25th

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

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April 22nd 

ASK Marilyn with guest speaker Brendan Coyne, CIMA®, Vice President for J.P.  Morgan Asset Management

Guide to the Markets

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May 27th

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

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July 15th

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

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Sept 23rd

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

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October 28

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

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