January 29, 2012 10:00 AM - 35 attended

The World of Investing - The Great Global Shift: "New World, New Rules"

Merrill Lynch (map)

Selected By: J.T..

UPDATE #2: We will meet on the 6th floor.  There will be staff running the elevators and directing you where to go. You can park in the garage behind the building, it is free on the weekends. The best route will be to walk around the building from the garage.

UPDATE #1: The early-bird price has now ended and the ticket price is now $20. Looking forward to seeing you there!
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How do you make sense of the stream of apparently unrelated crises coming from so many directions?

Sometimes it seems the world can’t catch a break between the spiraling debt crisis in the Eurozone, gridlock in Washington, slowing global growth, persistent unemployment, and turmoil across the Middle East. It can be both disorienting and discouraging.

Join us at one of Merrill Lynch’s main regional offices Sunday morning at 10:00am with Alba, an Italian Espresso / Cappuccino caterer who will bring authentic blends over from Italy.  Pastries and doughnuts will also be served. John Bocek, Wealth Manager for nearly a decade and CRPC for the B&H Global Wealth Management Team at Merrill Lynch, will be giving insight and forward looking viewpoints on the markets and your investments, as well as real solutions that can help you make informed investment decisions. This discussion will cover a lot of ground in a small amount of time; from basics to the more complex, including the following topics:

  • Building a bullet proof portfolio
  • Understanding and using options to generate larger yields
  • Understanding and using alternative investments
  • Understanding and using private equities
  • Understanding and how to insure your Portfolio
  • Where to invest in equity and bond markets

We are privileged to have John Bocek and The B&H team, with 20 years of combined experience, they focus on all aspects of wealth, from investments and cash management to all lending needs. Meeting individual needs through proper planning, B&H provides comprehensive services to individuals, corporations, and family offices.

The normal charge for this seminar is $30 elsewhere. We've got an early bird special for this event of only $15! The first 20 paid sign-ups, or those who pay before Sunday, January 22nd (whichever comes first) get the early bird price! After that, the ticket price will go to $20. We have a LIMITED number of spots so make sure to RSVP early and make payment to get the early bird price!

Also please know that your RSVP is not guaranteed unless we receive payment.  When you pay, your online receipt is confirmation that we have received your payment.

Come join us, tell a friend, and hope to see you there, from 10am - 12 noon, for this important and very helpful seminar, while enjoying pastries, doughnuts, and authentic expresso / cappuccino blends from Italy!

- J.T.

P.S.  Please note this is a joint event with the "mainstream" 20s & 30s Going Out Group.

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Payment Instructions (Paypal account not required): 

  • Select "Yes" under "Will you attend?"
  • Enter the number of guests coming and click "rsvp"
  • Verify correct dollar amount for number of people you're paying for, click "Pay Now" button
  • If you don't have a Paypal account, click "Pay with a Debit or Credit Card"
  • If you have a Paypal account, simply log in, and pay as you normally would via Paypal

Refund Policy

Since we paid in advance for this event, all sales are final unless the event is cancelled or rescheduled. Similar to a concert ticket or a football game ticket, you are free to sell your ticket to someone else if you are unable to attend. Work out payment between yourselves, and send us an email letting us know who will be taking your spot.  Thanks for understanding. =)

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35 attended

RSVPs closed

3.00 3.002 (2 ratings)
  • Event Host
    J.T.
    20s & 30s Asian Head Organizer! - 448 Going Out Points!, Assistant Organizer
    +29 guests
    Checked-in
  • Eric
    31 Going Out Point!
    Too sales pitch oriented
  • Anthony
    20 Going Out Points!
  • Jinglin
    60 Going Out Points!
  • Vannak
    61 Going Out Points!
  • Jonathan Hsieh
    20 Going Out Points!

Your organizer's refund policy for The World of Investing - The Great Global Shift: "New World, New Rules"

Refunds offered if:

  • the Meetup is cancelled
  • the Meetup is rescheduled

Additional notes: Since we paid in advance for this event, all sales are final unless the event is cancelled or rescheduled. Similar to a concert ticket, you are free to sell your ticket to someone else if you cannot attend. Send us an email with who will take your spot.

Payments you make go to the organizer, not to Meetup. You must make refund requests to the organizer.

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