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

Sorry, there are no upcoming events.

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

  • This field is for validation purposes and should be left unchanged.