Do You Have Enough to Live the Life You Want? 

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You've spent a lifetime accummulating wealth.  As you contemplate retirement, you may be wondering if you've saved enough to achieve your retirement dreams.  Join Merrill Lynch Wealth Management and Exeter Fiduciary Services, LLC as we discuss these issues and questions:

• How much income will you need and where will it come from?
• What can you afford to spend each year so that you are confident that your assets will last through out retirement?
• How might your investment strategy need to change to support your goals?
• How will you determine if you're on track to meet your goals?

Learn How a Deferred Sales Trust and/or a 1031 Exchange Can Help You Build Wealth by Deferring Taxes

Learn what the Deferred Sales Trust™ is and how it can help you to build and preserve your wealth through deferring taxes from the sale of real estate, personal property or your business. 

Who Should Attend? 

Taxpayers who want to learn how to build their wealth to ensure a comfortable retirement using the Deferred Sales Trust™ and/or 1031 Exchanges for the sale, disposition or exchange of their real estate, personal property or business. 

Complimentary Dinner

Merrill Lynch Wealth Management will host a complimentary dinner. 

Presenters

Mellanese Lofton, Esq.

Branch Manager

Exeter Fiduciary Services, LLC

Exeter 1031 Exchange Services, LLC

Manuel Roberto

Financial Advisor

Merrill Lynch Wealth Management

Mike O'Connor

Retirement Solutions Specialist

Merrill Lynch Wealth Management

Zach Ott

Regional Vice President

Sun Life Financial

Date and Time

Thursday, November 19, 2009

5:15 PM PST Login
5:30 PM — 7:00 PM PST Seminar

Location — Kailua Kona, Hawaii

Wasabi's Japanese Restaurant

Coconut Grove Marketplace

Kailua Kona, Hawaii

Reservations Required — Seating is Limited

Seating is limited.  Please contact Mellanese Lofton, Branch Manager, Exeter Fiduciary Services, LLC via email.

 

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