Events & Webinars

Merit is here to serve as a resource to you. Our goal is to help educate you to understand the necessary steps to make the best decision for you and your family. See below to register for our upcoming webinars and events!

Women

Losing a spouse turns your world upside-down. We are a group of local widows who meet monthly to discuss everything from the financial, legal & administrative decisions to how to cook for one person, all while managing our grief in this difficult time of passage. You will receive education, introductions to professional resources, and social support from other women who have also lost their spouses.

In a time of social, political, and financial uncertainty learn to thrive by making wise investment decisions. Attend this webinar event to learn about the following topics:

  • The history of the 401(k)
  • Importance of stocks, bonds, cash, and mutual funds
  • Different contribution types for AT&T employees
  • BrokerageLink option inside Fidelity for AT&T management
  • Building a personalized investment portfolio
Prism of Possibilities_ Investments Registration Banner (3)
Environmentally & Socially Conscious Investing

Environmentally & Socially Conscious Investing. Join Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, and Partner with Merit Financial Advisors and Lenore Reiner, Responsible Investing Specialist with Calvert and Eaton Vance Funds to learn what ESG investing truly means. We are delighted to donate for every attendee to  Earthplace, a Westport, CT, based non-profit organization dedicated to nature conservancy and education.

Emily Boothroyd, JD, CFP®, CPWA®, is proud to partner with the Easton Public Library to discuss post-divorce financial planning. Taking the next steps forward after a divorce is finalized can be daunting. During our seminar, we will cover the basics of what every recent divorcee should know about moving forward, with confidence. No registration is required, click the button below to join the webinar.

Post-Divorce Financial Planning Webinar
divorce 101 webinar

Hollis Hardiman, CFDA, a Wealth Manager at Merit, and Rosemarie Ferrante, Esq. of Divorce Mediation, CT present a lunch and learn to explore your divorce questions as you begin or contemplate divorce.

In a time of social, political, and financial uncertainty learn to thrive by making wise investment decisions. Attend this webinar event to learn about the following topics:

  • The history of the 401(k)
  • Importance of stocks, bonds, cash, and mutual funds
  • Different contribution types for AT&T employees
  • BrokerageLink option inside Fidelity for AT&T management
  • Building a personalized investment portfolio
Prism of Possibilities_ Investments Registration Banner (3)

Need help? Book a Complimentary Consultation