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:
- Have you developed an active tax optimization strategy?
- What’s your tax optimization plan for 2020?
- Did you know that up to the first $77,400 of taxable gains could be tax-free?
- Are you saving $24,500 per year toward your retirement plan?
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 Monday, 03/29/2021 dinner fill out the form below.