Lunch & Learn Financial Planning Workshop
with Megan Stirrat, CFP®, CDFA®, SVP, Wealth Management Merrill Lynch.
Join us for lunch while also gaining food for thought about financial planning for a secure retirement. Learn how not-for-profit Life Plan communities can provide asset preservation for your heirs—as well as prepaid health care tax deductions for you—and serve as a wise, win-win investment. Come with questions—Megan will have answers!