Building Blocks of Investing - Planning for the Road Ahead

If you are starting out as a young professional or are fairly new into a career, financial planning may not be the first thing on your mind. This may be particularly true for those who are new to the United States or have spent many years in academia without a focus on financial literacy.

“Building Blocks of Investing – Planning for the Road Ahead” is geared towards those who are interested in learning about investing fundamentals in the United States.

From IRAs to ETFs, 401Ks to 529s -- this presentation by Erik Pelletier and the Carcieri & Bock Group with Merrill will be a starting point for investing knowledge and skills for those who are ready to dive in deeper.

The presentation will be followed by Q&A and networking.

Erik Pelletier

Erik Pelletier is a Financial Advisor with Merrill Lynch Wealth Management. He is motivated by helping clients with thoughtful and calculated personalized investment solutions and providing quality advice.
Erik has a unique and diverse background in Engineering and Manufacturing and has worked and lived Germany and Mexico for two years. He has a earned a Bachelor's degree in the International Engineering Program from the University of Rhode Island in Engineering and German.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Host or Publisher GABC Young Professionals