Upcoming Events

Office Hours: Ask a Certified Financial Planner Professional™

Office Hours: Ask a Certified Financial Planner Professional™

Date: February 4, 2021Time: 8:30 am-9:30 am Venue: Zoom Meeting Organizer: Geoff Curran, CPA/ABV, CFA, CFP® & Lowell Parker, CFP®

<img width="800" height="533" src="http://www.merriman.com/wp-content/uploads/biases-paper-planes.jpg" class="attachment-800x800 size-800x800 wp-post-image" alt="" loading="lazy" srcset="http://www.merriman.com/wp-content/uploads/biases-paper-planes.jpg 2121w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-300x200.jpg 300w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-1024x683.jpg 1024w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-768x512.jpg 768w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-1536x1024.jpg 1536w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-2048x1365.jpg 2048w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-610x407.jpg 610w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-1080x720.jpg 1080w" sizes="(max-width: 800px) 100vw, 800px" />

Possibilities-Based Planning for Tech Workers

Possibilities-Based Planning for Tech Workers

Date: February 9, 2021Time: 2:00 pm-3:00 pm Venue: Zoom Meeting Organizer: Lowell Parker, CFP®

<img width="450" height="300" src="http://www.merriman.com/wp-content/uploads/Woman-looking-out-window-with-mask.jpg" class="attachment-800x800 size-800x800 wp-post-image" alt="" loading="lazy" srcset="http://www.merriman.com/wp-content/uploads/Woman-looking-out-window-with-mask.jpg 450w, http://www.merriman.com/wp-content/uploads/Woman-looking-out-window-with-mask-300x200.jpg 300w" sizes="(max-width: 450px) 100vw, 450px" />

The Road to a Tax-Savvy Retirement

The Road to a Tax-Savvy Retirement

Date: February 9, 2021Time: 6:00 pm-7:00 pm Venue: Online Organizer: Frank McLaughlin, CFP® & Alan Hensley, CFP®

<img width="800" height="533" src="http://www.merriman.com/wp-content/uploads/biases-paper-planes.jpg" class="attachment-800x800 size-800x800 wp-post-image" alt="" loading="lazy" srcset="http://www.merriman.com/wp-content/uploads/biases-paper-planes.jpg 2121w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-300x200.jpg 300w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-1024x683.jpg 1024w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-768x512.jpg 768w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-1536x1024.jpg 1536w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-2048x1365.jpg 2048w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-610x407.jpg 610w, http://www.merriman.com/wp-content/uploads/biases-paper-planes-1080x720.jpg 1080w" sizes="(max-width: 800px) 100vw, 800px" />

Possibilities-Based Planning for Tech Workers

Possibilities-Based Planning for Tech Workers

Date: February 10, 2021Time: 10:00 am-11:00 am Venue: Zoom Meeting Organizer: Lowell Parker, CFP®

<img width="450" height="300" src="http://www.merriman.com/wp-content/uploads/Woman-looking-out-window-with-mask.jpg" class="attachment-800x800 size-800x800 wp-post-image" alt="" loading="lazy" srcset="http://www.merriman.com/wp-content/uploads/Woman-looking-out-window-with-mask.jpg 450w, http://www.merriman.com/wp-content/uploads/Woman-looking-out-window-with-mask-300x200.jpg 300w" sizes="(max-width: 450px) 100vw, 450px" />

The Road to a Tax-Savvy Retirement

The Road to a Tax-Savvy Retirement

Date: February 11, 2021Time: 12:00 pm-1:00 pm Venue: Online Organizer: Frank McLaughlin, CFP® & Alan Hensley, CFP®

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Past Events

View recordings of past webinars for valuable information you missed the first time around.

Possibilities-Based Planning

Possibilities-Based Planning

January 21, 2021

Learn how we help you ask the right questions to uncover what is most important to you, create a vision for your future, then build a framework to define and work toward your goals, adjusting as the possibilities evolve over time. Discover the possibilities with your own financial plan!

http://bit.ly/PossibilitiesBasedRecording

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What Women Need to Know About Working With Financial Advisors | Tip #2

What Women Need to Know About Working With Financial Advisors | Tip #2

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

What Women Need to Know About Working with Financial Advisors | Tip #1

What Women Need to Know About Working with Financial Advisors | Tip #1

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

10 Reasons Why Clients Hire Us Recap

10 Reasons Why Clients Hire Us Recap

Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us.

Geoffrey Curran Promoted to Principal

Geoffrey Curran Promoted to Principal

We are pleased to announce the promotion of Geoffrey Curran, CPA/ABV, CFA, CFP® to principal of Merriman Wealth Management.

Reason #10 Why Clients Hire Merriman: Someone Else to Blame

Reason #10 Why Clients Hire Merriman: Someone Else to Blame

During stressful times having a third-party to lay blame on can help ease relationship tensions…and that’s why our clients love us.

New IRS Rollover Relief Update for Required Minimum Distributions (RMD)

New IRS Rollover Relief Update for Required Minimum Distributions (RMD)

On June 23, 2020 the IRS announced additional relief relating to Required Minimum Distributions (RMD), allowing you to return RMD funds withdrawn after January 1, 2020. Learn more about this announcement.

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