Long-Term Care & the Impact on Your Financial Plan

Date: Thursday, September 20, 2018
Time: 8:00am - 10:00am
Location: Holiday Inn – LPGA, Daytona Beach
Speaker: Donna G. Higbee, CFP®, Assistant Vice President/Financial Advisor, Merrill Lynch Wealth Management

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Presenter:  Donna G. Higbee, CFP®,

Assistant Vice President/Financial Advisor,

Merrill Lynch Wealth Management

About the Presenter

Donna is a financial advisor with Merrill Lynch Wealth Management in DeLand, FL. As a Merrill Lynch financial advisor, she offers financial strategies for high net-worth individuals and business owners.  She started her career in the financial services industry in 1994 after graduating from Stetson University in DeLand.

Donna is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. 

Donna lives in Orange City with her family. She is active in the community supporting Childhood Cancer Foundation, Inc., ME STRONG and sits on the advisory board of the United Way’s Community Foundation of Volusia and Flagler.

Disclaimer

CERTIFIED FINANCIAL PLANNERTM AND CFP® are certification marks owned by the Certified Financial Planning Board of Standards, Inc., and is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Please note you will be charged $25 at the door if you have not paid your 2018 membership dues. The $25 may be deducted from your dues when paid.

Balance of the Year Membership is $125

We will also have renewal forms available at the next several breakfast meetings. We look forward to seeing you there.

Guests are always welcome for $25! You need not be a Member.
  
 Reservations: If you have any questions, please feel free to contact us at  rsvpnow@epcfuncoast.com.

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