Luncheon: Paul Viren - AEP Sponsored discussion Followed by Revised Beneficiary Designations - How to get back at your family!
Paul Viren sold Viren and Associates, Inc. in Spokane, Washington, with an asset book of more than $542 million on March 8th, 2024 to Merit Financial Advisors, a Georgia-based financial advisory firm. Since the sale, Paul has continued his services specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions.
Viren also specializes in retirement plans, life and disability insurance, and group employee benefits. Paul, a Chartered Financial Consultant, Chartered Life Underwriter, and Accredited Estate Planner, has 30 years of experience.
During the sale it was said that, “One of Viren’s core values is to always put its clients’ interests first, and we are thrilled to have found a partner in Merit that has the same level of integrity, approach to clients, and expertise.”
Join us for Paul's discussion ot the Accredited Estate Planner designation process and subsequent presentation of "Revised Beneficiary Designations - How to get back at your family!"
