Upcoming Events
Charitable Giving – Philanthropy and Taxes
Charitable Giving – Philanthropy and Taxes
Date: April 22, 2021Time: 10:00 am-11:00 am Venue: Zoom Webinar Organizer: Geoff Curran, CPA/ABV, CFA, CFP® & Lowell Parker, CFP®
The Road to a Tax-Savvy Retirement
The Road to a Tax-Savvy Retirement
Date: May 11, 2021Time: 12:00 pm-1:00 pm Venue: Online Organizer: Frank McLaughlin, CFP® & Alan Hensley, CFP®
The Road to a Tax-Savvy Retirement
The Road to a Tax-Savvy Retirement
Date: May 13, 2021Time: 6:00 pm-7:00 pm Venue: Online Organizer: Frank McLaughlin, CFP® & Alan Hensley, CFP®
Past Events
View recordings of past webinars for valuable information you missed the first time around.
April Office Hours: Ask a Certified Financial Planner™ Professional
April Office Hours: Ask a Certified Financial Planner™ Professional
April 8, 2021
Please join us for the April edition of Office Hours: Ask a Certified Financial Planner™. Office Hours will be held in the first part of each month and will include
Personal Insurance 101
Personal Insurance 101
March 25, 2021
Have you ever wondered how much insurance you should have? Why you need it? How much it should cost? Join Lowell and Geoff for an in-depth analysis that will answer
March Office Hours: Ask a Certified Financial Planner™ Professional
March Office Hours: Ask a Certified Financial Planner™ Professional
March 3, 2021
Please join us for the March edition of Office Hours: Ask a Certified Financial Planner™. Office Hours will be held in the first part of each month and will include
Investment Philosophy 101
Investment Philosophy 101
February 25, 2021
In this presentation you will learn: The importance of having an investment philosophy. How we think about and expand upon the Merriman investment philosophy. How to integrate your investment philosophy
