Join Bank of America and Orange County United Way’s Women United for our Local, Global and Me series where we’ll explore different topics that promote holistic health and well-being.
You’re Invited!
Learn to master your money mindset from Nicole Quinlan. She’ll cover tips on retirement planning, investing, multi-generational wealth, and more!
Come enjoy high tea, croquet, flower arranging, champagne, and networking opportunities.
Wednesday, August 14, 2024
3:30 PM to 6:00 PM
Turnip Rose Promenade
1570 Scenic Ave., Costa Mesa, CA 92626
Featuring
Nicole Quinlan, CFP®, CPWA®, CEPA®
Nicole Quinlan is a Resident Director at Merrill who leads the Laguna Niguel, California office. She has a deep commitment as a financial advisor to help educate and empower women. She also focuses her leadership on opportunities to advance women and is active in many women-led associations.
Nicole’s financial advisory practice is centered around multi-generational wealth. She is passionate about educating families to help them make more informed financial decisions. She helps families with wealth-transfer.
Contact
If you have any questions, please contact Camryn Wood at 949.263.6143 or via email.
