Merriman Lunch & Learn Smart Tax Strategies for Retirement

Join us for a live Lunch & Learn session on Smart Tax Strategies for Retirement, hosted by Merriman Wealth Advisors Frank McLaughlin, CFP®, CSRIC®, and Mike Ersser, CFP®, ABFP™. During this interactive event, they will share valuable strategies and tips aimed at helping you craft intentional and wise tax plans for retirement. Explore a range of tax-related insights, delve into intriguing historical data, and discover fun facts to underscore the importance of making informed decisions about your taxes. Whether you are already retired or planning for retirement, this session is designed to provide you with the knowledge you need to make informed choices.

Don't miss this opportunity to gain insights and ask questions live! Can't attend live? No problem, register anyways and we'll send you the recording after!

12:00 PM PST | Thurs September 12, 2024

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Frank McLaughlin

Webinar Hosted By: Frank McLaughlin, Wealth Advisor CFP®, CSRIC®

Frank joined the Merriman family in 2013 because he’s passionate about helping families get everything they want out of life. He understands firsthand how difficult it is for many people to invest the time that is necessary to maximize wealth assets and enjoys helping busy working families and professionals focuses on intelligent financial decision-making so they can stay focused on doing what they love.

Mike Ersser

Webinar Co-Hosted By: Mike Ersser, Wealth Advisor, CFP®, ABFPTM

Mike came to Merriman after several years spent in corporate finance and brought with him an innate sense of discipline. He enjoys helping clients determine goals and create a plan to achieve them. He sincerely believes you can accomplish all you set out to with the right structure and discipline.