

Building Wealth While Building a Business: A Lunch & Learn with Merrill Lynch
Hosted by Kira lipson
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About Event
A candid conversation on building wealth while building a business.
Founders often dedicate years to growing their companies but may spend less time preparing personally for the financial opportunities that growth can create.
Join Erica Khan Merrill Wealth Management, Mike Matarazzo Franklin Templeton, and Gladys Castillo Bank of America Business Banking for a moderated discussion on financial wellness, business growth, investing, and planning for the future.
The session will include audience Q&A
Thursday, September 17 | 11:00 AM–12:00 PM CT | Portal Innovations