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Planning for the Future
You Are Cordially Invited!
Mercurio Walker Financial Advisors of Louisville is hosting a special client dinner workshop.
PLANNING FOR THE FUTURE
Understanding Your Choices
Thursday, June 25, 2026, 6pm-8pm
Osteria Italian Seafood
1211 Herr Lane, Louisville, KY 40222
Many retirees face obstacles that may impact income, investment growth, liquidity, tax liability, health protection, and legacy. Saving and investing for retirement the traditional way may simply not be enough to achieve your vision for retirement.
Enjoy a fine dinner at Osteria and learn about potential issues facing retirees and how to plan for a better retirement lifestyle. A few of the topics we will discuss are as follows:
- 7 Reasons Why Planning is So Important
- 5 Big Risks in Retirement
- Overcoming Shortfalls and Pitfalls in Retirement
- Understanding Life Before and After Retirement
- Taking the Emotion out of Financial and Investment Decisions
Delaying retirement planning can result in missed opportunities and increased risk of running out of money in retirement. The longer you defer retirement planning, the more difficult it will be to make future adjustments.
Our goal is to help you achieve the retirement lifestyle you desire.
We look forward to seeing you there.
Mercurio Walker Financial Advisors of Louisville, 6603 River Road, Prospect, KY 40059. Advisory services offered through American Capital Management Inc, 4222 Grant Line Road, New Albany, IN 47150. All other products and services offered through Mercurio Walker Financial Advisors of Louisville.