Widowhood
Supporting Families Through Aging, End-of-Life, and After-Loss: Webinar Recap
A Care Coordination Solution for Merit Clients In our recent webinar, Kate Redden, CFP®, ChFC®, CKA®, Vice President of Client Experience and Wealth Manager at Merit, and Lauren Clough, CEO and Co-Founder of bQuest, introduced Merit’s new Care Coordination Program, powered by bQuest. Together, they highlighted the growing need for proactive aging and caregiving support…
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