All Workshops Are Now
Available Online
Available Online
What to Expect
1. FINISH YOUR UNFINISHED BUSINESSFrom your finances to your family tree.
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2. CROSS OFF YOUR ESSENTIALS CHECKLISTWills, Power of Attorney, Medical and Death Directives.
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3. GUEST SPEAKERSHear from experts as they discuss innovations in the field.
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4. ENHANCE YOUR PATHDiscover cultural traditions from around the world. Meditate and travel on an inward journey to your soul.
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Our Next Online Workshop is:Don't miss it!
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June 28th's Workshop's Guest Speaker |
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Speaker's Bio - Emily Sekulic - Financial Advisor
As a Financial Advisor at Merrill Lynch, Emily works with individuals, families, and businesses in Southern California and across the country to understand their current financial situation and assist them in pursuing their future financial goals. Emily is dedicated and focused on connecting all aspects of her clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Emily believes that planning her clients’ financial futures should involve getting more than just mere investment advice. Rather, she believes in the value of a one-on-one relationship with her clients, where she is committed to knowing who you are and what you’re trying to accomplish. Her advice and strategies are guided by what’s important to you, and her own success is defined by her client's satisfaction over time. Her approach is simple, transparent and is supported by experienced investment guidance. When you succeed, she succeeds.
Prior to joining Merrill Lynch, Emily was a real estate, probate and estate-planning attorney in San Diego, California. She earned a Juris Doctor degree from Thomas Jefferson School of Law, and is a member of the California State Bar. Prior to law school, she attended the University of Virginia in Charlottesville, VA where she graduated with a Bachelor of Art in Economics and History. In her free time, she enjoys traveling, being outdoors, running, and practicing yoga.
Emily believes that planning her clients’ financial futures should involve getting more than just mere investment advice. Rather, she believes in the value of a one-on-one relationship with her clients, where she is committed to knowing who you are and what you’re trying to accomplish. Her advice and strategies are guided by what’s important to you, and her own success is defined by her client's satisfaction over time. Her approach is simple, transparent and is supported by experienced investment guidance. When you succeed, she succeeds.
Prior to joining Merrill Lynch, Emily was a real estate, probate and estate-planning attorney in San Diego, California. She earned a Juris Doctor degree from Thomas Jefferson School of Law, and is a member of the California State Bar. Prior to law school, she attended the University of Virginia in Charlottesville, VA where she graduated with a Bachelor of Art in Economics and History. In her free time, she enjoys traveling, being outdoors, running, and practicing yoga.
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Michele Little is a highly compassionate and authentic woman. Her passion about end of life choices is very important. Not only does she do the research needed to help others make the best choices, she also cares deeply about everyone in her life. She is sincere and delightful, which is a rare combination these days. I completely trust her and know that she has my best interests at heart when giving advice. Thank you, Michele, for being the strength that is needed when faced with some of the most difficult choices of our lives.
-Rebecca Zacharda