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!

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Join Rosemarie Ferrante, Esq. and Hollis Hardiman, CDFA for a discussion about top legal and financial considerations when contemplating divorce in Connecticut.

Join Rosemarie Ferrante, Esq. and Hollis Hardiman, CDFA for a discussion with Vicki Volweiller, Founder of College Financial Prep and Certified Divorce Coach, as they share valuable information that will position you to maximize college savings, even when going through a divorce.

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In this webinar, your Merit Carolinas Advisors will discuss how AT&T Pension Funding will affect your Pension Payout.

It seems like many people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to estate planning—deciding who will inherit their assets after they’re gone.

Join this webinar session to learn about the importance of estate planning for your family and how we can help you create an organized future.

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Discover a Tax-Advantaged Investment Strategy through Opportunity Zones.

Please join us to learn more about Opportunity Zones, hosted by Cantor Fitzgerald and Merit Financial Advisors.

Need help? Book a Complimentary Consultation