Harbor Style March 2015 : Page 1

You earned it. Make the most of it. Put Social Security to work for you. Today, people are living longer, healthier lives — which means many of us are collecting Social Security benefits for much longer. Social Security can be confusing, but it’s an important building block for your retirement plan. Learn more about your benefits including eligibility, determining for yourself when to start collecting and how to make the most of what you’ve earned. Please come to our seminar. Thursday, March 19, 2015 • 4:00 p.m. Howard’s Restaurant 70 North Indiana Avenue, Englewood, FL 34223 Speaker: Shelli Green, CRPC® Assistant Vice President Senior Financial Advisor Tuesday, March 24, 2015 • 5:30 p.m. The Wyvern Hotel 101 East Retta Esplanade, Punta Gorda, FL 33950 Speaker: Robert Dwyer, CPWA® First Vice President – Wealth Management Wealth Management Advisor Guest Speaker (March 19 & March 24): Sherman Goodrich, CIMA® Vice President Franklin Templeton Investments To reserve your place today, simply call Elisabeth Erausquin-Nethery at 941.637.4359 or email elisabeth.nethery@ml.com. RSVP required. Seating is limited. A complimentary dinner will be served. Life’s better when we’re connected ® This material should be regarded as general information on Social Security considerations and is not intended to provide specific social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor. CRPC® is a registered service mark of the College for Financial Planning. CIMA® and CPWA® are registered certification marks of Investment Management Consultants Association Inc. Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer and member SIPC, and other subsidiaries of Bank of America Corporation (“BofA Corp.”). Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value The Bull Symbol, Merrill Lynch and Life’s better when we’re connected are trademarks of BofA Corp. © 2015 Bank of America Corporation. All rights reserved. AR59B6M3 | AD-01-15-8674 | 471188PM-1214 | 01/2015 H ARBOR STYLE | 1

Merrill Lynch-Rob Dwyer

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