Speaker Event: A Discussion on Trusts and Investing

Join us for a discussion on the critical financial and legal issues facing families and their trusts in the current economic environment.

Speakers: Erin McCreary, Estate Planning Attorney and Author, and Ian J. Stock, Investment Management Consultant, BlackRock

Hosted by: Jeremy Ferrell, Financial Advisor, Merrill LynchOur speakers will be discussing and answering questions
relating to the basics of estate planning and investment

considerations in the latter half of 2014.

Complimentary dinner and wine will be served during the

discussion

Please join us at:

Donovan’s Steakhouse

4340 La Jolla Village Dr.

La Jolla, CA 92122

Complimentary Valet Parking Provided

Space is limited to 12 attendees, please RSVP at

jeremy.ferrell@ml.com or call (858) 456-3605