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Please stay tuned for our next available workshop.
Description: Your Legacy, Your Family, and Our Roadrunner Community
Let’s talk about what it’s all for.
At ÍøÆسԹÏ, we know that “Wealth-Life Balance” is about more than just numbers – it’s about aligning your hard-earned resources with the people and causes you love most. We’re creating a conversational space to get past the noise of the market and focus on the impact you want to make.
Even if you’ve already got a pro in your corner, think of this as a quick check-up to make sure your plan is still doing exactly what you want it to do in the world we’re in right now.
Why join the conversation?
- Keeping More of Your Wealth: Learn practical ways to maximize your wealth through strategic and proactive planning, such as the charitable gifting of stock – allowing you to support ÍøÆØ³Ô¹Ï while minimizing your own tax bill.
- The Family Shield: Learn how a comprehensive estate plan acts as a safeguard for your family, codifying your end-of-life wishes and protecting your hard-earned assets from the “headache” of costly legal delays.
- Moving Beyond the Market Noise: Learn how to replace the emotional “roller coaster” of investing with a scientific, diversified approach designed to obtain superior risk-adjusted returns integrated directly into your life plan.
Featured Speakers
- Michelle Sandt-Wade CFP®, Sr. Wealth Advisor
- Drew Harper CFA®, CFP®, CAIA® , Sr. Wealth Advisor
- Mckenna Wieser CFP®, Regional Vice President
This event kicks off a three-part series, and you are welcome to attend one or all—either in person or online. We also encourage you to bring a colleague, friend, or fellow alum who would appreciate a grounded, judgment-free space to discuss aligning money with meaning.
Event Contact: Louanne Saraga-Walters, [email protected]
Mercer Advisors: Helping families for our 40 years.
ÍøÆØ³Ô¹Ï is pleased to provide the Life and Legacy Conversation series in collaboration with Mercer Advisors. Join us in-person or online for these expert-led sessions.