Retirement360 Academy | Complementary Retirement Masterclass

450 North Hurstbourne Parkway,Louisville KY 40222

13 January, 2021

Description

Our Retirement360 Academy is a 2-hour course that covers the different parts of retirement planning that people don't commonly think about. 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?Retirement360 Academy Instructor & AuthorTroy Bolton is the Senior Wealth Advisor of Mercurio Wealth Advisors and brings over 17 years of experience in the financial industry in a variety of roles in banking, securities, and insurance to the firm. Before joining in 2013 to work beside Alan in leadership and service to our clients, Troy had earned his B.S. in Finance from the University of Louisville, became licensed in life & health insurance, and obtained his Series 65 securities license. One of Troy’s primary focuses is the ongoing education of the community and beyond; empowering existing and future clients with the knowledge they need to be prepared for retirement. As a fiduciary investment advisor, great care is given to the detailed plan unique to the goals of each client, and building those individual partnerships is Troy’s top priority. 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. Note: We will be following all COVID-19 guidelines. We will be social distancing and we will also be requiring that attendees wear a mask. We're trying to prioritize the health and safety of our attendees and employees so we thank you for understanding! 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.