THURSDAY, OCTOBER 24 / 12:30PM – 2:10PM / ROOM – DANNER EAST

SPEAKERS:

Olivia Brinker, Senior Financial Advisor, Senior Portfolio Advisor, CPFA® and

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

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

SESSION TITLE: The Power of Alternative Investments: A Transforming World

SESSION DESCRIPTION:

Current macro environment poses a challenge to traditional stock and bond portfolios, requiring people to think outside of the box – The power of alternative investments. Understand the different types of Alternative investments, why you should use them, how you should use them, how they are reported, tax advantages, fore fronting the next 5-10 years.

Field of Study: Specialized Knowledge

Program Level: Overview / 1 CPE credit

Prerequisites: None

Advance Preparation: None

Speaker BIO:

For 10 years Olivia has worked with clients at Merrill providing wealth planning strategies to business owners, families, and retirees demonstrating proficiency in tailored wealth transfer, asset management, and disciplined portfolio construction. She is President of the Western PA Women’s Exchange for Merrill Lynch Bank of America – A forum for women in wealth management divisions to promote personal, career and leadership development.

LinkedIn:

(9) Olivia Brinker, CPFA® | LinkedIn

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

Email: OLIVIA.BRINKER@ML.COM

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