The Blog

May 2021 Elite Wealth Management Webinar

David Elder, CFP®, wants to invite you to this month’s Elite Wealth Management webinar. He will be discussing Merit’s investment outlook post-pandemic and Biden’s new tax plan for individual taxpayers in 2021. Then David will discuss how to help your parents live better at 80, 90, and beyond. Finally, Travel Agent Amy Mayhue will talk about tips as people are starting to travel again domestically and internationally.


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