Supporting Families Through Aging, End-of-Life, and After-Loss: Webinar Recap

November 24, 2025

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 as more families face complex decisions around health, transitions, and end-of-life planning. With more than 11,000 baby boomers turning 65 each day and 53 million Americans serving as family caregivers, the demand for clarity and compassionate guidance continues to rise.

Kate and Lauren walked attendees through how this program helps families:

  • Proactively plan for aging care and family transitions,
  • Access a vetted network of trusted professionals and resources, and
  • Receive personalized, empathetic support during life’s most challenging moments.

This new offering equips clients and their loved ones with the confidence, connection, and structure needed to navigate aging, end-of-life, and after-loss experiences with greater peace of mind. For more information or to explore these resources, reach out to your Merit advisor.

If you are not currently working with a Merit advisor and wish to learn more about bQuest services, click here to schedule a consultation.

Posted in Estate Planning, Financial Planning, Videos, Widowhood