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!

Office Hours: Ask a Certified Financial Planner™ Professional

Zoom Meeting

With the new year now in full swing, we are hosting the first 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 […]

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 […]

Investment Philosophy 101

Zoom Meeting

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 with your financial plan.

March Office Hours: Ask a Certified Financial Planner™ Professional

Zoom Meeting

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 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 […]

Personal Insurance 101

Zoom Meeting

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 these questions and more. Bonus: they will be joined by personal insurance expert, Rob Flajole, who will discuss the 10 biggest personal insurance mistakes to […]

April Office Hours: Ask a Certified Financial Planner™ Professional

Zoom Webinar

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 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 […]