Learn about our firm's recent transition with Merit Financial directly from Vice Presiden to Merit, Kay Lynn. Also, discover recent tax/legislation updates, a market update from our wealth management team, and answers to your questions in a Q&A session.
Dec. 6th, 2022
- Merit Background
- Merit Transition Update
- Market Update
- Tax/Legislation Updates
- Q&A Session
Client webinar recorded live on November 9, 2022
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