Welcome To Retirement360 Academy!
We've identified six crucial points you need to be considering when entering retirement and we're sharing what we've learned on:
Monday, March 16th at 6PM!
Seats are limited so reserve yours today!
Monday, March 16th | 6:00pm
U of L's Shelby Campus | Founders Union Building | Room 136B
About the course:
Our Retirement360 Academy is a 2-hour course that covers the different parts of retirement planning that people don't commonly think about, while empowering them to live the retirement they've always envisioned.
We've identified six crucial points that people need to consider when entering retirement and we decided to use that knowledge to help bring some more transparency to the difficult process of retiring with a free retirement course.
The Six Crucial Points we'll cover:
- Retirement Planning - What are you doing with the extra 2500 hours you gain by exiting the work force?
- Income Planning - How are you receiving guaranteed income while in retirement?
- Investment Planning - What is your investment plan? What is your investment strategy?
- Tax Planning - Have you thought of your tax plan while entering retirement?
- Healthcare Planning - Do you have both a healthcare plan and a long term care plan?
- Estate Planning - Do you already have an estate plan set in place?
When?
Monday, March 16th at 6:00PM
Where?
UofL's Shelby Campus
Founders Union Building | Room 136B
450 N Whittington Pkwy, Louisville, KY 40222
Retirement360 Academy
Instructor & Author
Troy Bolton, joined Mercurio Wealth Advisors in 2013. He attended the University of Louisville, where he received his bachelor’s degree in finance. Having worked in the financial services industry since 2005, he brings to the firm years of knowledge and experience.
6:00PM
Welcome and Registration
U of L ShelbyHurst, Room 136B
6:05PM
Retirement360 Academy
U of L ShelbyHurst, Room 136B
8:00PM
Closing and Q & A
U of L ShelbyHurst, Room 136B
Don't miss this beneficial experience!
Join Mercurio Wealth Advisors for an in depth course on all things retirement! Learn now how you adopt and adapt your planning so it aligns with your long-term retirement goals. Take notes, ask questions and delve in to the details that will affect you most.
Mercurio Wealth Advisors is a registered investment adviser, registered to do business in Kentucky and Indiana. Mercurio Wealth Advisors is a financial services firm that offers a broad array of products and services, including insurance and annuities. Insurance is offered through Mercurio Insurance Services. The information here is for educational purposes only, and should not be construed as investment advice, or an offer for sale of securities. All Investments and insurance come with a certain amount of risk. It is recommended that all investors consult with a legal and accounting professional before investing in securities or purchasing insurance products.