At Mercurio Wealth Advisors, we host a variety of events to help our clients understand the process of proper planning, as well as to build a more intimate relationship among our community. Our events are a great way to expand your knowledge, providing you with detailed insight and assistance.

Informational Events

From workshops, lunch-and-learns, dinner presentations, and educational classes, Mercurio Wealth Advisors provides many opportunities for you to broaden your financial scope. At our events, you’ll be able to meet others interested in learning from our guest speakers. We provide educational handouts, referrals, and product literature that can help you plan for your own financial success. All clients, referrals, and visitors are welcome at our events.

Mercurio Wealth Advisors also offers presentations for groups, clubs, and employees. We are more than happy to customize our presentation to your specifications and needs. You may also request a private consultation at your leisure.

Client Appreciation Events

At Mercurio Wealth Advisors, we host a wide range of socials and client appreciation events to express our extreme gratitude to you. Build closer relationships with your advisor and develop a long-lasting bond. Trust us, you do not want to miss out!

To submit your request, or for more information regarding our upcoming events, get in touch with one of our team members today. RSVP to the event of your choice, and check back to see upcoming dates and locations.


To learn more about our future events please fill out the form below.

Event Information Request

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