Retirement Dinner Seminar


April 9, 2024

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

Join us for what may be the most important time spent on your retirement and financial well-being.

  • 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 of 9.1% just cause a retirement setback?
  • STOCK MARKET VOLATILITY: Would a market correct 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 for life.
  • 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.
  • “RETIREMENT RISK ZONE”: How to survive this crucial time. What do you need to prepare?

*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.

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