January 22, 2025
Location: Ruth's Chris Steakhouse
11582 El Camino Real, Del Mar, CA 92130
How 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, Formerly Epstein & White, 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