July Market Update + Office Hours Q&A Session

  • This Event has passed.

July Market Update + Office Hours Q&A Session

Please join us for the July edition of Market Update + Office Hours Q&A Session. This presentation will be held in the first part of each month and will include the following topics, as well as an opportunity to as your own questions:

  • Market Minutes: A recap of what moved the markets during the previous month
  • Planner’s Corner: Timely updates on taxes, charitable giving, estate planning and insurance items that may affect your financial plan
  • FAQ: Answers to the questions we’re most frequently asked on a day-to-day basis
  • Meet a Merriman Teammate: Opportunity to meet another member of your team
  • Bonus: Sharing useful articles and life hacks to improve your quality of life
Register to secure your spot!

Register here

Sign up to be notified of future events!

12 + 11 =

Additional Online Resources

Subscribe to receive more great content monthly