SPEAKER:

Olivia Brinker, Senior Portfolio Advisor, CPFA® and

Brian Bohn, First Vice President, Floberg Group, CPWA®, CFP®, CPFA

with Merrill Lynch Wealth Management The Gleason, Bohn, Floberg Group

SESSION TITLE: The Family Love Letter

SESSION DESCRIPTION:

An intergenerational wealth transfer program designed to build alliances with attorneys, CPAs and other centers of influence, creating a forum to strategically open the door to the next generation of wealth.

Field of Study: Business Management / Finance / Management Services / Specialized Knowledge

Program Level: Overview / 1 CPE credit / Non-Technical/Technical

Prerequisites: None

Advance Preparation: None

Speaker BIO:

LinkedIn:

(9) Olivia Brinker, CPFA® | LinkedIn

(9) Brian Bohn, CPWA®, CFP®, CPFA | LinkedIn

Email: OLIVIA.BRINKER@ML.COM

Website: http://fa.ml.com/gleasonbohnfloberggroup/