Merriman Webinar Personal Insurance 101
Have you ever wondered how much insurance you should have? Why you need it? How much it should cost? Join Merriman Wealth Advisors Lowell Parker, CFP® and Geoff Curran, CFP® for an in-depth analysis that will answer these questions and much more.
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Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby has now become a life-long passion, with an unparalleled passion for continuing education that makes him an expert in many subjects from traditional taxes and investments to business succession planning and executive compensation negotiations.
Lowell developed a passion for finance in high school, after some hard lessons learned. Now as a Wealth Advisor, he appreciates the opportunity to help his clients articulate, achieve, and expand on their financial and associated life goals. He particularly enjoys working with mid-career technology professionals.