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SAVE THE DATE: Financial Wellness Series: Part 4!
SAVE THE DATE: Financial Wellness Series: Part 4!

Wed, Dec 17

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BoA/Merrill Lynch Main Lobby Lounge

SAVE THE DATE: Financial Wellness Series: Part 4!

Brought to you by Merrill Lynch, join us for our fourth Financial Wellness session of 2025!

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Time & Location

Dec 17, 2025, 6:30 PM

BoA/Merrill Lynch Main Lobby Lounge, 8300 Greensboro Dr, Tysons, VA 22102, USA

Guests

About the event

Join us for the Culmination Session where we'll tie together the key takeaways from the last three Financial Wellness events. This powerful session is designed to help you move from learning to action when it comes to managing your finances effectively!


We'll conclude with a special, open Q&A segment—"Questions you want to ask a Financial Advisor"—where you can get expert insight on your most pressing financial concerns.


Attendance at the previous three sessions is NOT required. Everyone is welcome to join and gain valuable, actionable financial knowledge!


This session is eligible for CPE credit. Light refreshments and beverages will be provided!


Know Before You Go:

  • Event is free to attend!

  • Light refreshments will be provided.

  • Event is open to all (members and non-members).

  • Guests must pre-register for the event (walk-ins are not permitted).

  • Ticket sales will end once ticket limit is reached. Limited seats available.

  • Registration information will be shared with Ascend GW.





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