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DTSTAMP:20241222T080149Z
DTSTART:20231114T223000Z
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ORGANIZER;CN=Mark Johnson:MAILTO:johnsonmarkr@gmail.com
SUMMARY:THE FENG: What Rate of Return Do You Need to Make Your Life Work
LOCATION:Zoom
DESCRIPTION:Topic:&nbsp; What Rate of Return Do You Need to Make Your Life WorkSpeaker: &nbsp;Kristy Visconti, VP Financial Advisor, Merrill LynchPresentation:- Creating a customized plan for each client’s individual needs- How to conduct a planning meeting using “what if scenarios”- Assessing personal and professional financial readiness for the unexpected- Questions and AnswersSpeaker's bio:Kristy is originally from New Mexico.&nbsp; She earned her bachelor’s degree and her master’s degree in engineering from New Mexico Institute of Mining and Technology.&nbsp; Early in her career she became the Chief Engineer of Test and Evaluation at the Naval Air Warfare Station - Weapons Division at China Lake, CA.&nbsp; In that role she managed multi-million dollar capital investment and modernization projects from both the field and the Pentagon.She became a financial advisor in 2013 and spent the next 9 years building a thriving wealth management practice in New Mexico.&nbsp; Hungry for a greater opportunity to serve business owners, she moved to Scottdale and joined Merrill Lynch Wealth Management in 2022.&nbsp; She is a Certified Financial Planner professional, a Chartered Financial Consultant and a Certified Exit Planning Advisor.
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