Retirement 360 Dinner Seminar

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.

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About Mercurio Wealth Advisors

A successful retirement starts with a comprehensive evaluation of your life: your spending, savings, expenses, wants, and needs. By tying together your investments, income, and estate planning, our goal is for you to achieve an attainable and stress-free retirement. Our strategic partnerships allow us to give you a complete 360-degree view of your retirement plan. Our team will design strategies so you can reach your future goals.

At Mercurio Wealth Advisors, our sole focus is you.

You’re always our top priority. Our clients are our success; we believe in doing whatever it takes to help each of them reach their retirement goals.

With us, you don’t just get one advisor who cares; you get an entire team. Our approach allows for personalized attention from a team of professionals who are all working on YOUR behalf.

Meet your presenters

<strong>D. ALAN MERCURIO</strong> | CHIEF FINANCIAL ADVISOR, FOUNDER, PRESIDENT

D. ALAN MERCURIO | CHIEF FINANCIAL ADVISOR, FOUNDER, PRESIDENT

D. Alan Mercurio is the chief financial advisor, founder, and president of Mercurio Wealth Advisors, formerly known as Mercurio & Associates, Inc. Alan has worked in the insurance and annuity industry since 1986, which is when he became licensed in life and health insurance.

He earned his Series 66 securities license in 1997 and is currently an Investment Advisor Representative with Mercurio Wealth Management.

Working closely with his clients, Alan endeavors to take their goals, concerns, achievements, and hardships into account in order to steward a plan that is best for the individual. Since there is no blanket strategy to wealth growth, a detailed and personalized plan is vital for the client’s success. The bridge between client and advisor ultimately becomes a relationship between trusted friends.

Alan hosts the “Retirement 360” radio show on 840 AM WHAS every Sunday at 11 a.m. He also makes frequent guest-speaking appearances at business functions, nonprofit events, and other social gatherings.

<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.