Informational Sessions Presentations
“Estate Planning Strategies” 6-11-2025
- Presented by: Mercer Advisors
- Presenter: Susan Travis, CFP, AEP, CTFA
- Presenter: Becca Rushton, JD
- Presentation: Smart Strategies for EP 6-11-25 (PDF)
- Contact: McKenna Wieser, Regional Vice President (mwieser@merceradvisors.com)
- Phone Number: 303-951-7031
- Knowledge Center: Mercer Advisors Knowledge Center – Insights
“Taxes in Retirement” 5-5-2025
- Presented by: EverSource Wealth Advisors, LLC
- Presenter: David Sandhu (dsandhu@eversourcewa.com)
- Presentation: Taxes in Retirement
- Phone Number: 817-382-1295
- Website: EverSource Wealth Advisors
- Recording Link: click here to view
“Smart Strategies for Estate Planning” 10-08-2024
- Presented by: Mercer Advisors
- Presenter: Susan Travis, CFP, AEP, CTFA
- Presenter: Christopher (CJ) Varney, JD
- Presentation: Smart Strategies for Estate Planning (PDF)
- Contact: Sam Khan, Regional Vice President (skhan@merceradvisors.com)
- Phone Number: 888-885-8101
- Knowledge Center: Mercer Advisors Knowledge Center – Insights
“Engineer Your Legacy” 8-19-2024
- Presented by: EverSource Wealth Advisors, LLC
- Presenter: David Sandhu (dsandhu@eversourcewa.com)
- Presentation: Engineer Your Legacy (PDF)
- Phone Number: 817-382-1295
- Website: EverSource Wealth Advisors