Saturday, April 6, 2024 10 AM
Lower Level Tarzian Media Room
Belmar Public Library
Presented by
Anjelica Brinkofski
Professional Financial & Portfolio Advisor
- This event has passed.
Planning & Investing for the Younger Generation
April 6 @ 10:00 am - 11:30 am
For parents, grandparents, or relatives who may be interested in contributing to a child’s future education or exploring options of how best to save & invest for their children.
- Explore how to save and invest for your children’s future
- Discuss differences between custodial and 529 accounts
- Learn about tax credits and benefits of planning ahead for college
- Who can use these accounts & what they can be used for
ABOUT THE PRESENTER
Anjelica Brinkofski has been with Merrill Lynch since 2017. Prior to her work as an advisor, she was an
Investment Strategist within the firm. In this role, she worked with Merrill Lynch Financial Advisors on a
national scale to build custom investment portfolios for clients, on both a retail and institutional level.
As an advisor, she focuses on working with small business owners, assisting them with their investments, cash management, and retirement planning. Anjelica also focuses on succession planning- helping business
owners maximize their exit.
In addition to her work with small business owners, her areas of expertise include helping individuals and families plan for retirement, education, and other life goals. She has further proficiency when it comes to tax minimization strategies and women in transition.
Anjelica lives in Belmar, New Jersey, with her children and is an avid triathlete. She is a former letterwinner
athlete and graduate of Rutgers University.
