Financial Planning: Safety and Security

Cassandra Waitkunas is the Resident Director and Financial Adviser at Merrill Lynch Wealth Management and is focused on helping clients create a clear roadmap for achieving lifetime goals through holistic financial planning. This class is focused on safety and security of your money. Cassandra will help you understand customer protection, financial responsibility, record keeping, and oversight of regulatory compliance.

Cassandra Waitkunas
Class Schedule: 
Thursday, November 8, 2018 -
4:00pm to 5:00pm