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Lunch & Learn: Financial Planning Workshop

January 22, 2020 – 11:30 am to 1:30 pm

2212 El Molino Avenue, Altadena, CA 91001

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!

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