Events

BROADEN YOUR FINANCIAL SCOPE

To help our clients better understand the process of proper planning and build a more intimate relationship with our community, we host a variety of educational events. These events are a great way to expand your knowledge and will provide you with detailed insight and assistance. There is never any direct selling of products at our events, only the opportunity to learn more.

INFORMATIONAL EVENTS

From workshops and lunch and learns to dinner events and educational classes, Mercurio Wealth Advisors gives you every opportunity to broaden your financial scope. We provide educational handouts, referrals, and product literature that can help you plan for your best financial success. All clients, referrals, and visitors are welcome at our events.

Mercurio Wealth Advisors also offers customized presentations for groups, clubs, and employees. You can even have a presentation tailored to your specifications and needs. You may also request a private consultation at your leisure.

CLIENT APPRECIATION EVENTS

At Mercurio Wealth Advisors, we host a wide range of socials and client appreciation events to express our sincerest gratitude to you. Build closer relationships with your advisor and develop a long-lasting bond. Trust us; you do not want to miss out!

For more information regarding our upcoming events, get in touch with one of our team members today. RSVP to the event of your choice and check back to see upcoming dates and locations.

UPCOMING EVENTS

Wednesday, 12/19/2018

Year's End Planning: A LIVE Webinar @ 10:00am

Register at www.MWAwebinar.com

RSVP TO EVENT
Wednesday, 12/19/2018
Year's End Planning: A LIVE Webinar

Monday, 01/07/2019

Social Security Income: A FREE course at U of L ShelbyHurst @ 6:00 - 7:30pm

440 N Whittington Pkwy
Louisville, KY 40222
Room 136B

Register at www.MWAclass.com

RSVP TO EVENT
Monday, 01/07/2019
Social Security Income: A FREE course at U of L ShelbyHurst

Tuesday, 01/08/2019

The Retirement 360 Game Plan, Taxes and You! At Ruth's Chris Steak House @ Doors open at 6:00pm. Event begins at 6:30pm.

6100 Dutchmans Lane
Kaden Tower - 16th Floor
Louisville, KY 40205

Seating available to first-time attendees.

RSVP TO EVENT
Tuesday, 01/08/2019
The Retirement 360 Game Plan, Taxes and You! At Ruth's Chris Steak House

Thursday, 01/10/2019

The Retirement 360 Game Plan, Taxes and You! At Ruth's Chris Steak House @ Doors open at 6:00pm. Event begins at 6:30pm.

6100 Dutchmans Lane
Kaden Tower - 16th Floor
Louisville, KY 40205

Seating available to first-time attendees.

RSVP TO EVENT
Thursday, 01/10/2019
The Retirement 360 Game Plan, Taxes and You! At Ruth's Chris Steak House

Monday, 01/14/2019

Social Security Income: A FREE course at U of L ShelbyHurst @ 6:00 - 7:30pm

440 N Whittington Pkwy
Louisville, KY 40222
Room 136B

Register at www.MWAclass.com

RSVP TO EVENT
Monday, 01/14/2019
Social Security Income: A FREE course at U of L ShelbyHurst

LEARN MORE ABOUT OUR FUTURE EVENTS BY FILLING OUT THE FORM.

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