Retirement 360 Academy Course

ABOUT THE COURSE

Our Retirement 360 Academy is a two-hour course that covers the different parts of retirement planning that people don’t commonly think about, while empowering them to live the retirement they’ve always envisioned.

We’ve identified six crucial points that people need to consider when entering retirement, and we decided to use that knowledge to help bring some more transparency to the difficult process of retiring with a free retirement course.

Seating will be limited! To register for our Wednesday, 09/22/2021 course fill out the form below.

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The six crucial points we’ll cover:

  • Retirement Planning — What are you doing with the extra 2,500 hours you gain by exiting the work force?
  • Income Planning — How are you receiving guaranteed income while in retirement?
  • Investment Planning — What is your investment plan? What is your investment strategy?
  • Tax Planning — Have you thought of your tax plan while entering retirement?
  • Health Care Planning — Do you have both a health care plan and a long-term care plan?
  • Estate Planning — Do you already have an estate plan set in place?

Meet your presenter

<strong>TROY BOLTON</strong> | WEALTH ADVISOR

TROY BOLTON | WEALTH ADVISOR

Troy joined Mercurio Wealth Advisors in 2013. He attended the University of Louisville, where he received his bachelor’s degree in finance. Having worked in the financial services industry since 2005, he brings to the firm years of knowledge and experience.

Troy’s responsibilities center around providing sound financial advice to clients by analyzing their financial information. From there, he works to determine strategies to help each individual client meet their financial objectives. Troy works to help clients achieve their financial goals and develop and deepen client relationships.

Investment advisory services offered through Mercurio Wealth Advisors LLC, a Registered Investment Advisor. Insurance and annuities offered through Mercurio Insurance Services, KY Insurance License #948756.