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Category: Videos and Webinars

Videos and Webinars

Presentations and discussions with our professional colleagues and business associates on wealth management, entrepreneurism and the markets.

Take the 1st Step
Live Without Judgment
Live Without Judgment
April 23, 2020 by Stephen Taylor, JD, CFP®

Live Without Judgment My good friend Alex Almazan and myself sat down with Maria Sentmanat to discuss the challenges the…

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Navigating the Cares Act. Today and 1 year from now.
Navigating the Cares Act. Today and 1 year from now.
April 9, 2020 by Stephen Taylor, JD, CFP®

Navigating the Cares Act. Today and 1 year from now. On April 8th, I had the pleasure of presenting to…

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Merited Wealth
Investment Management and Financial Planning Services offered through Merited Wealth, LLC, a Registered Investment Adviser in the State of Florida. The views expressed today are our own, solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
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