October 8, 2024
Location: Vintana’s
1205 Auto Park Way, Escondido, CA 92029
How can inflation, market volatility & election year affect your retirement?
- ELECTION-YEAR INVESTING: Tips for positioning retirement assets for the 2024 Election, REGARDLESS of outcome.
- RISING INFLATION: Did the recent 40-year high inflation rate just cause a retirement setback?
- 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?
- 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 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.