ABOUT THE DINNER
Join Mercurio Wealth Advisors for a complimentary dinner and financial education event. By attending this seminar, you’ll get to explore current financial trends and topics that could affect your retirement this year. We’ll discuss these critical questions and more:
- What steps you can take now to try to stay ahead of inflation!
- How you may be able to reduce your income tax liability each year.
- How buffers can limit downside exposure and protect gains!
- How to get money out of tax hostile retirement accounts with the least amount of taxes possible.
- Strategies that may prevent interest rate hikes from hurting your retirement portfolio and quality of life.
- Reduce, delay or eliminate capital gains tax!
Success in retirement doesn’t happen by chance. It happens by making informed decisions and creating a plan.
Seating will be limited! To register for our Thursday, 10/13/2022 dinner fill out the form below.