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You are invited to attend Financial and Estate Planning Issues For Families of Children with Special Needs Sponsored by Family Resource Network, Merrill Lynch, and United Cerebral Palsy Association
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Merrill Lynch is a wealth management division of Bank of America, while United refers to United Airlines.
Individuals or entities who have accounts or investments with Merrill Lynch or own stock in United Airlines may be required to file related forms or disclosures.
To fill out forms related to Merrill Lynch or United, individuals should gather all relevant financial information and follow the instructions provided by the respective institutions.
The purpose of Merrill Lynch is to provide wealth management services, while United operates as a major airline carrier.
Information such as investment holdings, financial transactions, account balances, and ownership interests may need to be reported.
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