Epstein & White, Now Proudly Part of Mercer Advisors Workshops and Webinars

Complimentary Educational Seminars

Find out where and when the next Epstein & White, Now Proudly Part of 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!

In-Person Events
Webinars Events
On-Demand Webinars

In-Person Events

Retirement Dinner Event - October 10th or 11th, 2023

When: October 10th or 11th, 2023 (Choose your date!)

Time: 6:30 PM – 7:30 PM PDT

Location: Vintana’s Wine & Dine
1205 Auto Park Way, Escondido, CA 92029

We will discuss:

RISING INFLATION: Learn how it’s shaping current investment strategies and what you should expect in the future.
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 guaranteed income for life.
SOCIAL SECURITY: Will Social Security be there for me? How can I maximize my benefits?
GETTING A SECOND OPINION: Why this may be your most important financial decision.

*The event is for individuals and families with $250K+ in Net Investable Assets. Registrant must be age 55+ and a first time Epstein & White, Now Proudly Part of Mercer Advisors, event attendee. Please note that your registration is not confirmed until you have been contacted by an Epstein & White, Now Proudly Part of Mercer Advisors, team member. Thank you for your cooperation.