Welcome to our LIVE webinar as part of our new monthly series. Each month, we will focus on a newsworthy and relevant topic that affect you, your retirement and the choices you face when planning for the future.
Mercurio Wealth Advisors presents:
How to Mitigate RISK in Retirement
What is the number one goal for retirement?
Don't lose money!
If you built savings, if you budgeted, if you want to keep growing and avoid pitfalls- what are the strategies to take so you don't lose your nest egg?
Warren Buffet says, "Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1” But - how?
In this webinar, Alan will walk you through the methodology, practice and strategies to ensure you are avoiding your risks. And it is more than just selecting the right product.
Every day, families are looking into ways to not only GROW their investments, but also exploring strategies to PROTECT their investments.
Join Alan Mercurio, as he provides and easy to follow and easy to digest presentation.
President and Founder, Mercurio Wealth Advisors
Alan has worked in the insurance and annuity industry since 1986, which is when he became licensed in life and health insurance.
He earned his Series 66 securities license in 1997 and is currently an Investment Advisor Representative with Mercurio Wealth Management. Alan is a member of the Financial Planning Association, the National Ethics Bureau, the Better Business Bureau, Greater Louisville, Inc., and the Jeffersontown Chamber of Commerce.
Mercurio Wealth Advisors
9100 Shelbyville Rd. | Suite 150
Louisville, KY | 40222
Investment Advisory Services are offered through Mercurio Wealth Advisors, a Registered Investment Adviser.