Resources

2019 Investor Summit Recap

Presentations in PDF format now available.

Event Recap- Generation Now Family Event

Flying toilet paper and balloons, a lesson on gravity and peculiar exhibits greeted 6 Meridian guests and their kiddos at…

Online Financial Literacy Resources for Kids

Activities and resources for all ages from the Consumer Financial Protection Bureau:www.consumerfinance.gov/consumer-tools/money-as-you-growOnline apps and games for elementary, pre-teen and teenagers…

Age-Based Financial Literacy Checklist

Ages 4-7: Making Spending DecisionsThe objective of this lesson is to introduce structured spending decisions to assist young children in…

Financial Life Document Organizer

Download your organizer here.The gift of peace of mind. That’s what you offer to your loved ones and personal advisors…

Insurance When You’re Newly Married

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current, individual insurance coverage…

Major Risks to Family Wealth

All too often, family wealth fails to last.One generation builds a business – or even a fortune – and it…

Insurance When You’re Young and Single

The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken…

Teaching Your Heirs to Value Your Wealth

Some millionaires are reluctant to talk to their kids about family wealth.Perhaps they are afraid of what their heirs may…

Wise Decisions with Retirement in Mind

Some retirees succeed at realizing the life they want; others don’t.Fate aside, it isn’t merely a matter of stock market…