Possibilities-Based Planning

Zoom Meeting

Learn how we help you ask the right questions to uncover what is most important to you, create a vision for your future, then build a framework to define and work toward your goals, adjusting as the possibilities evolve over time. Discover the possibilities with your own financial plan!

Possibilities-Based Planning for Tech Workers

Zoom Meeting

It can be challenging to fully develop and articulate your goals, especially when your goal is on a longer time horizon. If it involves a wealth accumulation component, it can be hard to anticipate what actually could be possible. We'll help you ask the right questions to uncover what is most important to you, create […]

Possibilities-Based Planning for Tech Workers

Zoom Meeting

It can be challenging to fully develop and articulate your goals, especially when your goal is on a longer time horizon. If it involves a wealth accumulation component, it can be hard to anticipate what actually could be possible. We'll help you ask the right questions to uncover what is most important to you, create […]

June Office Hours: Ask a Certified Financial Planner™ Professional

Zoom Webinar

Please join us for the June 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 […]

Mid-Year Tax Planning: Optimizing Taxes and Avoiding Surprises

Zoom Webinar

Join us for a mid-year tax review. We will help you confirm you are optimizing your taxes for 2021 and beyond plus set you up to avoid tax surprises. For Washington state residents, we will also discuss the new WA Long Term Care Payroll tax and WA Gains Tax. WATCH THE RECORDING  

July Market Update + Office Hours Q&A Session

Zoom Webinar

Please join us for the July edition of Market Update + Office Hours Q&A Session. This presentation 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 […]

How to Make Work Optional (and keep it that way!)

Zoom Webinar

Join us for this month's educational presentation on planning to make work optional! We will review the tools and planning solutions you can use today to help you reach and maintain financial independence. Register here to secure your spot!

College Planning | Saving for College and Finding the Right Fit for Your Kids

Zoom Webinar

Please join us for this month's educational webinar on college planning alongside special guest, Kirsten Keller, M.S. from Keller College Planning. Geoff and Lowell will discuss how we help clients save and plan for college. Kirsten will provide insight into finding the right fit - tips for the college search and application process. Register here […]

Managing Portfolio Risk at Market Highs

Zoom Webinar

As the Markets continue to drive to higher levels, it's important to explore ways to mitigate and manage your investment portfolio risk.  Join us for this month's discussion on how we think about risk here at Merriman Wealth Management. We will discuss sequence risk, the role of bonds and alternatives in your portfolio, the relationship […]

Quarterly Investment Update + Office Hours Q&A Session

Zoom Webinar

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 strategies and the markets. Then we’ll address our most commonly asked questions, debunk myths and provide timely updates on various financial topics. Make sure to stay […]

Social Security, Medicare, Long-term Care + More!

Zoom Webinar

An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security, Medicare and long-term care. Whether it’s deciding when to start Social Security, or applying for supplemental Medicare coverage, or determining if you need long-term care insurance, these decisions have a big impact on your financial […]

Financial Planning Within and Around Your Employer-Sponsored Benefits

Zoom Webinar

Join us for a discussion on how to optimize your employer-sponsored benefits. We will review 401k's, executive compensation plans, life insurance, disability insurance, health insurance options, and much more! Register to secure your spot today!