Event Details

This weekly series focuses on kitchen table money conversations around event planning, investing, and general personal finance. Join us as we chat with experts and get our most pressing financial questions answered!


Topic: Financial Wellness For changing Times


The event is virtual. Register to receive login information.


Registration is $10 per week.


*FREE for BlackBRAND members.

Speakers

  • Curtis Lassiter (Financial Advisor at Merril Lynch)

    Curtis Lassiter

    Financial Advisor at Merril Lynch

    http://fa.ml.com/curtis-lassiter/

    As a Financial Advisor, I am dedicated to playing the role of your personal advisor. I strive to build long-term relationships based on mutual trust and respect. Through a long-term balanced approach, I help clients develop and implement strategies for building wealth and realizing their financial goals.

    Before entering the financial services industry, I graduated from James Madison University with a bachelor's degree in Political Science. I was also a member of James Madison University's Men's track and field team. For about the last 12 years, I've been helping clients in the financial industry. Therefore, I've seen, heard and experienced many of the challenges and needs that individuals and businesses have and will encounter in the future.

    I have dedicated my practice to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. I have an array of experience, throughout major shifts in the markets, which enables me to help my clients structure balanced portfolios to address their specific financial goals.

    Away from the office, I spend my free time with my three children Charisma, Curtis and Caleb, along with my wife Denise, who is a second grade teacher.

    I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

    view more

Community

Discover and connect with other attendees.

CSGR

Tickets

Money Matters

Black BRAND Member

Member Price Free
Money Matters

General Admission

Standard Price $10