Speak with a Partner

content-image

John W. Sleeting

Managing Partner – Family Office Services

Start a Conversation

content-image

Karie M. OConnor,
CIMA®, CPFA®, AIFA®, QKA®

Director – Institutional Advisory Services

Speak with a Partner

content-image

Jeffrey P. DeHaan, CFP®

Managing Partner – Private Wealth Management

content-image
content-image

financial wellness library

Meridian Charter Schools

Financial Wellness
Videos Just for You

Thank you for visiting our library of financial wellness videos we’ve created just for you. We hope you find these to be a useful part of your financial journey and spur questions and actions on your part. For the best viewing experience, please double-click on the video to maximize the display.

Please check this page often as we update it over time. If you have any questions, please feel free to contact us.

Our contact information is at the bottom of the page!

Your Retirement Plan Solutions Team