Financial wellness events
CROWE FINANCIAL EDUCATION EVENTS
2025 financial wellness opportunities
EDUCATIONAL eventS
Women Leading @ Crowe
Tuesday, February 11 at 9 a.m. (CT) and 12 p.m. (CT)
Parents and Caregivers @ Crowe
Tuesday, May 13 at 9 a.m. (CT) and 12 p.m. (CT)
NextGen @ Crowe
Tuesday, August 5 at 9 a.m. (CT) and 12 p.m. (CT)
personal consultation with a merrill advisor
Your dedicated ABC Company Financial Wellness Specialist at Merrill is based in Rochester, NY. He is responsible for financial guidance services and education designed to promote and increase financial wellness for today’s workforce. Drawing on his passion and expertise, he assists employees with a wide array of financial needs, across all life stages and affluence levels.