Educational Videos

Living the Good Life, Despite Life's Challenges

Living the Good Life, Despite Life’s Challenges

Merit President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, sits down with FULL LIFE LLC founder and CEO Maureen Whatley to discuss mental health and the...
Client On-Demand Webinar

Finish the Year Financially Strong

Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder...
Jovita Carranza

Live Q&A with Jovita Carranza

Live Q&A with Jovita Carranza, the 44th Treasurer of the United States, 26th Administrator of the United States Small Business Administration, and successful businesswoman. Our President, Kay...
401k Essentials

401(k) Essentials: Everything Young Investors Need To Know

Video By: Scott Meyer, Wealth Manager Want to know why it is important to start contributing to your 401(k) early? Listen to one of our...
Website Blog Images (70)

Essential Financial Literacy Topics to Discuss With Your Children

Are you curious to know the best ways to discuss with your children or grandchildren about finances? In this video, you will hear Emily Boothroyd,...
Steve Young Webinar image

Our Steve Young Event

We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you...
5 money move fro retirees

5 Money Moves for Near Retirees

All retirees have one goal: to make sure you have enough money to get through the rest of your life not working. In this short...
COVID-19 relief bill video thumbnail

COVID-19 Relief Bill

Listen to one of our Wealth Managers, Marcus Anderson, discuss the passing of the 2nd COVID-19 relief bill. He will explain some of the key...
annuity vs. lump sum

Annuity vs. Lump Sum

If you’ve thought about retiring from AT&T within the last two years, you’ve probably asked yourself  “Should I take the Annuity or the Lump Sum’? ...

Schedule a Complimentary Consultation