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!

How to Keep More of Your Money Webinar

What determines your wealth is not how much you make but how much you keep of what you make.

David Elder, CFP®, wants you to attend an educational webinar session to learn about different assets that you can use to mitigate taxes and keep more of your money.

How to Keep More of Your Money Workshop

What determines your wealth is not how much you make but how much you keep of what you make.

David Elder, CFP®, wants you to attend an educational workshop session to learn about different assets that you can use to mitigate taxes and keep more of your money. Complimentary lunch will be provided to you during the event.

Understanding Medicare Webinar

Join us as we host a special webinar on Medicare with Medicare Consultant and Insurance Agent for Bankers Life, Sara Taxiltaridis.

Medicare Open Enrollment Begins October 15th. Know your options.

For more information, call 203-762-8499.

Jovita Carranza Virtual Event

View our Live Q&A with Jovita Carranza, the 44th Treasurer of the United States and most recently, the 26th Administrator of the United States Small Business Administration.

In this recording, hear our President, Kay Lynn Mayhue, walkthrough Jovita's leading career and discuss her journey in which she learned resilience, dedication and overcame unexpected challenges.

Need help? Book a Complimentary Consultation