07/17/2026
*You Are Invited to an Exclusive Financial Planning Workshop*
Join us for a workshop on planning your financial future with Sharam Pavri, Financial Advisor at Merrill Lynch.
During this session, Sharam will guide participants through a practical, step-by-step approach to evaluating their current financial situation and building a roadmap to achieve their long-term financial goals. The participants will be able to help lead the discussion with questions and insights.
Topics will include:
• Tax-efficient investing strategies
• Managing concentrated stock positions
• Leveraging stocks to invest in real estate
• Building a diversified investment portfolio
• Planning for children's education expenses
• Setting and achieving retirement goals
• Wealth preservation and long-term financial planning
• And much more
Whether you are just starting your financial journey or looking to optimize your existing strategy, this workshop will provide valuable insights and actionable guidance to help you make informed decisions about your future. We look forward to seeing you there!
Link to register in the first comment
Stav & Elish
Weiss Group