Office Hours: Ask a Certified Financial Planner™ Professional

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Office Hours: Ask a Certified Financial Planner™ Professional

With the new year now in full swing, we are hosting the first edition of Office Hours: Ask a Certified Financial Planner™. Office Hours 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

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