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DTSTART;TZID=America/Kentucky/Louisville:20260324T180000
DTEND;TZID=America/Kentucky/Louisville:20260324T200000
DTSTAMP:20260416T150735
CREATED:20260212T190625Z
LAST-MODIFIED:20260306T200953Z
UID:10000009-1774375200-1774382400@mercuriowalker.com
SUMMARY:Tax Strategies for Retirement Dinner Workshop
DESCRIPTION:  \nYou Are Cordially Invited! \nMercurio Walker Financial Advisors of Louisville is hosting a special client dinner workshop. \nTAX STRATEGIES FOR RETIREMENT\nUnderstanding Your Tax Choices\nTuesday\, March 24\, 2026 @ 6pm\nOsteria Italian Seafood\n1211 Herr Lane\, Louisville\, KY 40222 \nTaxes affect retirees in a variety of ways\, from taxes on retirement income\, taxes on investment distributions\, taxes on Social Security benefits\, taxes on legacy\, and much more. Saving and investing for retirement the traditional way could potentially create a Retirement Tax Bomb for you and your loved ones. It is important to plan for tax efficiency in retirement. \nEnjoy a fine dinner at Osteria and learn about potential tax issues facing retirees and how to plan to reduce future tax liability. A few of the topics we will discuss are as follows: \n• The Tax Continuum\n• Roth Investing\n• Tax Free Income\n• Social Security Benefits\n• Estate Tax Planning\n• Charitable Giving \nIn general\, the more taxes you pay in retirement\, the more income you’ll need to pay those taxes and live comfortably. Optimize tax results on the money you save and distribute in retirement. The goal is to help you pursue the retirement lifestyle you desire. \nWe look forward to seeing you there. \nMercurio 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.
URL:https://mercuriowalker.com/event/tax-strategies-for-retirement-dinner-workshop/
LOCATION:Osteria Italian Seafood\, 1211 Herr Lane\, Louisville\, KY\, 40222\, United States
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ORGANIZER;CN="Mercurio Walker":MAILTO:info@mercuriowalker.com
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DTSTART;TZID=America/Kentucky/Louisville:20260224T123000
DTEND;TZID=America/Kentucky/Louisville:20260224T153000
DTSTAMP:20260416T150735
CREATED:20260122T171906Z
LAST-MODIFIED:20260209T193437Z
UID:10000006-1771936200-1771947000@mercuriowalker.com
SUMMARY:Day At The Movies
DESCRIPTION:Mercurio Walker Financial Advisors of Louisville (formerly WealthCare Investments & Insurance) is hosting a special client movie event. \nThe Blind Side \nTuesday\, February 24\, 2026 \nCinemark Tinseltown Louisville \n4400 Towne Center Drive\, Louisville\, KY 40241 \nShowtime is 1pm \nThe Blind Side (PG-13) is a 2009 film based on the true story of Michael Oher\, a young man living a life of poverty and adversity before being taken in by the Tuohy family who encouraged him to succeed.  The story focuses on his late high school years and his relationship with the Touhy family.  Michael Oher would eventually become a first-round NFL draft pick and Super Bowl champion.  Starring Sandra Bullock\, Tim McGraw\, Quinton Aaron\, and Kathy Bates. \nTickets are free. \nFamily and friends are welcome!
URL:https://mercuriowalker.com/event/day-at-the-movies/
LOCATION:Cinemark Tinseltown\, 4400 Towne Center Drive\, Louisville\, KY\, 40241\, United States
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ORGANIZER;CN="Mercurio Walker":MAILTO:info@mercuriowalker.com
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