Turning 18 is a big milestone! There are some financial planning items you should be thinking about when supporting your now adult child to set you both up for success.
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Office Hours: Ask a Certified Financial Planner™ Professional
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- This Event has passed.
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
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Meet a Merriman Teammate: Opportunity to meet another member of your team
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Bonus: Sharing useful articles and life hacks to improve your quality of life
Register here
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Additional Online Resources
Financial Planning Items to Consider When Your Child Turns 18
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