Get Your House in Order - "The Money Secrets You Were Never Taught!"

Description

Please join us for an interactive conversation about “The Money Secrets You Were Never Taught!"

Megan Thompson will be discussing; ways your money should be working more efficiently for you, efficient use of leverage, why financial planning should be the guide to decision making and a market volatility/ inflation update. This event is FREE and powered by The Rosie Rourke Team!

Learn more about Megan:

Megan Thompson provides tailored financial advice and focused attention to an accomplished group of individuals, families, and businesses, helping them do more with their wealth. As a co-leader of the Sladek Thompson Group at Merrill, Megan looks to guide, inspire, and support clients in pursuing their best lives possible. She combines integrity and enthusiasm with technical knowledge and practical insight, developing long-term relationships that demonstrate how much she values each person or family.

A deeply experienced Advisor, Megan has earned national accolades for her work:

Forbes: America’s Top Women Wealth Advisors Best-in-State: 2022

Forbes: America's Top Women Wealth Advisors: 2020

A resolute problem solver, Megan is skilled in addressing the complexities that significant wealth can pose. She works closely with clients to analyze multiple facets of their wealth, identifying areas for improvement, such as long-term planning, tax-sensitive investing, legacy design, wealth transfer, and business structuring. She believes that finances, health, and happiness are closely intertwined. As a result, she looks to make clients’ financial lives easier and less stressful, so that people can enjoy greater security and confidence in pursuing their goals. Energized by others, Megan is genuine in her desire to be helpful to people in any way she can.

Curious by nature, she spends significant time with people, learning about their families, professions, and interests, as well as their long-term aspirations. She listens closely to clients, remembering the distinctive aspects of their circumstances. One of her greatest satisfactions is connecting good people with each other, serving as a trusted advisor for matters large or small.

Megan began her career as a Financial Advisor in 2006 and joined Merrill in 2012. Originally from Cincinnati, she earned her B.A. in Resource Management and Economics from The Ohio State University. Within Merrill, Megan is a member of the Women’s Exchange and previously served as Vice President of its East Bay Chapter. She is also a member of LAGN, the Local Advisor Growth Network. In her free time, she serves on the board of Teneral Cellars and is a member of the Women’s Presidents Association.

Megan and her husband Chris enjoy doting on their two French bulldogs, Otis and Mo. An adventurer at heart, Megan loves to travel and try new experiences, from surf camp to skiing. She welcomes the opportunity to trade ideas about great destinations, close to home or far off the beaten path.