Steve Gillan '94, a UD grad and now Senior Vice President at Merrill Lynch in Scottsdale, will host an opportunity to learn about different strategies for wealth management at various stages in life. During the presentation, it will be an open forum for asking questions. He will be answering any questions about investing at any age. Whether you are just getting started in investing for the future or are looking to retire soon, Steve will be able to answer your questions in a stress-free, no sales-pitch environment. This will be a great chance for us to get a better understanding about investing in your future with personal assistance from a fellow Flyer.
Our location venue will be at Merrill Lynch Spectrum Office. There is no cost to attend this event, but please register below for planning purposes. If you have any questions, please contact Zach Whitten '09 at email@example.com.
Location: 6730 N. Scottsdale Road, Scottsdale, AZ.