Mercer Advisors Workshops and Webinars
Complimentary Educational Seminars
Find out where and when the next Mercer Advisors workshop or webinar event is taking place. We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests, and visitors to attend our fun and informative events. Click on the events listed below to learn more about each event or webinar, and to register!
If you are interested in learning more about one of our upcoming events in the San Diego area please email at events@epsteinwhite.com.
Your registration is not confirmed until you have talked with a member of our team. Please note that these events are for those near or entering retirement with a minimum of $250k investable assets.
Events in May 2025
May 13, 2025 (1 event)
Retirement Dinner Seminar - Ruth's Chris
May 13, 2025Location: Ruth's Chris
11582 El Camino Real, Del Mar, CA 92130How can inflation, market volatility & election year affect your retirement?
- AMERICA'S NATIONAL DEBT & DEFICIT: How might this looming problem impact your retirement?
- INFLATION: How to maintain your purchasing power in retirement, despite rising inflation.
- STOCK MARKET VOLATILITY: Would a market correction create additional challenges on meeting your planned retirement date?
- TAX REDUCTION STRATEGIES: Strategies to help protect your retirement income from potential tax increases.
- RETIREMENT INCOME: Will you have enough? Learn strategies to help generate income.
- SOCIAL SECURITY: How can you maximize your benefits? Will cost of living adjustments keep up?
- COST OF LIVING IMPACT: How much can rising living expenses potentially eat into your retirement Income?
- COMPREHENSIVE INCOME PLANNING: Learn ways to create a detailed, written income plan.
*The event is for individuals and families with $250K+ in Net Investable Assets. Registrant must be age 55+ and a first-time Mercer Advisors event attendee. Please note that your registration is not confirmed until you have been contacted by a Mercer Advisors team member. Thank you for your cooperation.
If you have any questions regarding our events please contact Julie Read at jread@merceradvisors.com
May 14, 2025 (1 event)
Retirement Dinner Seminar - Ruth's Chris
May 14, 2025Location: Ruth's Chris
11582 El Camino Real, Del Mar, CA 92130How can inflation, market volatility & election year affect your retirement?
- AMERICA'S NATIONAL DEBT & DEFICIT: How might this looming problem impact your retirement?
- INFLATION: How to maintain your purchasing power in retirement, despite rising inflation.
- STOCK MARKET VOLATILITY: Would a market correction create additional challenges on meeting your planned retirement date?
- TAX REDUCTION STRATEGIES: Strategies to help protect your retirement income from potential tax increases.
- RETIREMENT INCOME: Will you have enough? Learn strategies to help generate income.
- SOCIAL SECURITY: How can you maximize your benefits? Will cost of living adjustments keep up?
- COST OF LIVING IMPACT: How much can rising living expenses potentially eat into your retirement Income?
- COMPREHENSIVE INCOME PLANNING: Learn ways to create a detailed, written income plan.
*The event is for individuals and families with $250K+ in Net Investable Assets. Registrant must be age 55+ and a first-time Mercer Advisors event attendee. Please note that your registration is not confirmed until you have been contacted by a Mercer Advisors team member. Thank you for your cooperation.
If you have any questions regarding our events please contact Julie Read at jread@merceradvisors.com
May 21, 2025 (1 event)
Retirement Dinner Seminar - Ruth's Chris
May 21, 2025Location: Ruth's Chris
11582 El Camino Real, Del Mar, CA 92130How can inflation, market volatility & election year affect your retirement?
- AMERICA'S NATIONAL DEBT & DEFICIT: How might this looming problem impact your retirement?
- INFLATION: How to maintain your purchasing power in retirement, despite rising inflation.
- STOCK MARKET VOLATILITY: Would a market correction create additional challenges on meeting your planned retirement date?
- TAX REDUCTION STRATEGIES: Strategies to help protect your retirement income from potential tax increases.
- RETIREMENT INCOME: Will you have enough? Learn strategies to help generate income.
- SOCIAL SECURITY: How can you maximize your benefits? Will cost of living adjustments keep up?
- COST OF LIVING IMPACT: How much can rising living expenses potentially eat into your retirement Income?
- COMPREHENSIVE INCOME PLANNING: Learn ways to create a detailed, written income plan.
*The event is for individuals and families with $250K+ in Net Investable Assets. Registrant must be age 55+ and a first-time Mercer Advisors event attendee. Please note that your registration is not confirmed until you have been contacted by a Mercer Advisors team member. Thank you for your cooperation.
If you have any questions regarding our events please contact Julie Read at jread@merceradvisors.com
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