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DTSTART;TZID=America/Kentucky/Louisville:20260324T180000
DTEND;TZID=America/Kentucky/Louisville:20260324T200000
DTSTAMP:20260418T093544
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:20260421T180000
DTEND;TZID=America/Kentucky/Louisville:20260421T200000
DTSTAMP:20260418T093544
CREATED:20260312T143853Z
LAST-MODIFIED:20260410T183435Z
UID:10000012-1776794400-1776801600@mercuriowalker.com
SUMMARY:Client Pizza Social
DESCRIPTION:PIZZA\, PIZZA\, PIZZA!\nYou Are Cordially Invited! \nMercurio Walker Financial Advisors of Louisville is hosting a special client social event. \nPizza Social\nTuesday\, April 21\, 2026 \n6pm to 8pm \nBJ’s Restaurant & Brewhouse\nOxmoor Center\n7900 Shelbyville Road\, Louisville\, KY 40222 \nJoin us for a free all-you-can-eat salad and pizza buffet at BJ’s Restaurant & Brewhouse in the Oxmoor Mall.  Non-alcoholic beverages are included. \nFamily and friends are welcome! \nPlease sign up early\, as seating is limited.
URL:https://mercuriowalker.com/event/client-pizza-social/
LOCATION:BJ’S Restaurant & Brewhouse\, 7900 Shelbyville Road\, 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:20260528T180000
DTEND;TZID=America/Kentucky/Louisville:20260528T210000
DTSTAMP:20260418T093544
CREATED:20260416T134236Z
LAST-MODIFIED:20260416T134236Z
UID:10000013-1779991200-1780002000@mercuriowalker.com
SUMMARY:Client Appreciation Bats Game
DESCRIPTION:Peanuts\, Popcorn & Cracker Jacks\n You Are Cordially Invited! \nMercurio Walker Financial Advisors of Louisville is hosting a special client social event. \nLouisville Bats Game \nThursday\, May 28\, 2026 \nLouisville Slugger Field \n401 E Main Street \nLouisville\, KY 40202 \n6pm (Game begins at 6:35pm) \nJoin us for the Louisville Bats vs St. Paul Saints baseball game.  Every guest gets a free ticket to the game along with a $10 concession voucher.  Seats are in the shaded area along third base.  $4 Hot Dogs\, $2 Popcorn & $2 Pepsi. \nFamily and friends are welcome! \nPlease sign up early\, as seating is limited. \nPlease RSVP by Wednesday\, May 20th online at www.mercuriowalker.com/upcoming-events/ or by calling our office at (502) 410-3465. \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/client-appreciation-bats-game/
LOCATION:louisville slugger field\, 401 E Main Street\, Louisville\, KY\, 40202\, United States
ATTACH;FMTTYPE=image/jpeg:https://mercuriowalker.com/wp-content/uploads/2026/04/480281929_1071354845019862_2668743543465411299_n.jpg
ORGANIZER;CN="Mercurio Walker":MAILTO:info@mercuriowalker.com
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