Upcoming Events
The Road to a Tax-Savvy Retirement
The Road to a Tax-Savvy Retirement
Date: September 13, 2022Time: 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: September 15, 2022Time: 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.
How to Become Financially Independent
How to Become Financially Independent
July 27, 2022
Join us for this month’s educational presentation on planning to make work optional (and keep it that way)! We will review the tools and planning solutions you can use today
Quarterly Investment Update + Office Hours Q&A
Quarterly Investment Update + Office Hours Q&A
July 6, 2022
Please join us for Merriman’s Quarterly Investment Update + Office Hours Q&A session! To start, Chief Investment Officer Kristi de Grys will share the research team’s insights on our investment
Mid-Year Tax Planning: Tips to reduce taxes and avoid surprises
Mid-Year Tax Planning: Tips to reduce taxes and avoid surprises
June 15, 2022
Please join us for a mid-year tax review. We will point out some items to consider and things to check to confirm you are optimizing your taxes for 2022 and
Why Everyone Needs an Estate Plan
Why Everyone Needs an Estate Plan
May 18, 2022
Join us on May 18th at 11am for this month’s educational presentation on estate planning basics to ensure your plan is up to date and congruent with your wishes. Lowell
