Curious about investing, and don’t know where to start? Looking to learn more about saving options? Want to sharpen your financial literacy skills?
Join us for an empowering event with Senior Financial Planner Mark Dill from Merrill Lynch who has designed this FLI-nancial Literacy 101 event to be tailored first-generation and/or low-income alumni. This introduction to financial literacy and planning aims to provide you with the tools and knowledge in easy-to-understand language, ensuring that you leave with practical, actionable advice. No pre-existing financial knowledge is necessary!
This will be a presentation followed by open Q&A. Register today and submit your questions for the speaker!
Register today via Stanford FLAN’s Alumni Page
About the Speaker:
Mark J. Dill joined Merrill in 2018 and is a partner with Brennan & Associates. His desire to join this industry grew from his personal experiences in the 2008-2009 recession. He holds the Certified Exit Planning Advisor, Certified Plan Fiduciary Advisor® designations, and is uniquely positioned to provide multigenerational family planning. Brennan & Associates focuses on serving the unique needs of business owners and entrepreneurs – a group that balances their professional and personal commitments and goals. Mark’s top priority is to build a relationship with each generation of a family to articulate their goals and to form a comprehensive financial strategy.
After graduating Henry Clay High School in Lexington, Kentucky, Mark attended Centre College in Danville, Kentucky. Mark studied economics and finance at Centre from which he graduated Magna Cum Laude and Phi Beta Kappa. Mark was a four-year baseball player for Centre College while also leading a group of students who personally managed a portion of the College’s endowment. Now he serves his community on the Board of Deacons at Calvary Baptist Church and as a Wish Grantor for the Make-A-Wish Foundation. Mark and his wife, Alison, reside in Lexington with their daughter, Finley. They enjoy golfing and playing with their dog, Willow.