Strategic Wealth & Estate Planning for Retired Aerospace Professionals

Strategic Wealth & Estate Planning for Retired Aerospace Professionals You’re invited to an exclusive educational session designed specifically for MARS members, focusing on advanced financial and estate planning strategies tailored to the unique needs of retired aerospace professionals. Location: Red Rocks Credit Union, 8195 Southpark Lane, Littleton, CO 80120 This panel discussion featuring Mercer Advisors’ specialists Rebecca Rushton, Estate Planning Strategist, Michael Van Boening, CFP®, RICP* Sr. Manager of Financial Planning, and Drew Harper, CFA®, CFP®, CAIA®, Senior Wealth Advisor, will explore ways to preserve and grow your wealth in retirement while preparing for the evolving estate tax landscape. Topics will include: • Integrating estate planning into a comprehensive financial strategy • Leveraging irrevocable trusts for long-term family wealth protection Planning for multiple properties, including those outside Colorado • Preparing for estate tax changes coming in 2026 • Managing concentrated stock positions-specifically geared to Lockheed Martin retirees • Navigating complex assets such as private equity, business interests, or restricted stock You’ll learn how Mercer Advisors partners with clients to navigate complex financial decisions with confidence. Attendees are encouraged to submit questions in advance to help shape the discussion. Please RSVP via email to Gina Curet by using this link. Thank you!