TUITION WAIVED FOR A LIMITED TIME
GET YOUR RETIREMENT QUESTIONS ANSWERED
A Two-Night Course for Louisville Families
Finally, Real Clarity on the Questions That Keep You Up at Night
When should I claim Social Security? Will my money last? What's the right Medicare choice? You weren't meant to navigate this alone.
Course Dates
February 24 & 26, 2026
Course Information
January 27 & 29, 2026
6:00-8:30 PM (ET)
UofL Shelby Campus
Time
6:00-8:30 PM (EST)
Location
UofL Shelby Campus
Tuition Waived for a Limited Time
Limited Seats Available
Sound Familiar?
You've done the saving. You've done the work. But now you're staring down decisions that feel impossible to get right.
When should I actually claim Social Security?
How do I avoid paying more taxes than I need to?
What happens if I pick the wrong Medicare plan?
Will my money last 25 or 30 years?
These questions don't have simple answers. And the stakes can be too high to guess.
Two Nights. Real Clarity.
We'll tackle the exact questions you've been wrestling with.
NIGHT 1
Tuesday, February 24
NIGHT 1
Tuesday, January 27
NIGHT 2
Thursday, February 26
Building Your Foundation
Social Security timing (the $100,000+ decision)
How to coordinate claiming with your spouse
Medicare enrollment windows you can't miss
Medigap vs Medicare Advantage: how to decide
Recent law changes that could affect your plan
NIGHT 2
Thursday, January 29
Building Your Foundation
Social Security timing (the $100,000+ decision)
How to coordinate claiming with your spouse
Medicare enrollment windows you can't miss
Medigap vs Medicare Advantage: how to decide
Recent law changes that could affect your plan
Designing Your Future
Tax-smart withdrawal strategies
When Roth conversions make sense (& when they don't)
Long-term care: the risk nobody likes to discuss
Estate planning essentials
How all the pieces fit together
Designing Your Future
Tax-smart withdrawal strategies
When Roth conversions make sense (& when they don't)
Long-term care: the risk nobody likes to discuss
Estate planning essentials
How all the pieces fit together
Tuition Waived for a Limited Time
Limited Seats Available
Leave with Answers, Not More Questions
Personal Workbook
Calculate your own Social Security options. Map your tax situation. Build your action plan.
Real Clarity
Understand which decisions actually move the need for YOUR retirement.
A Path Forward
Build a plan for what to do next, whether that's on your own or with help.
THIS COURSE ISN'T
Generic advice that leaves you more confused
A sales pitch disguised as education
Someone telling you what to do without understanding your situation
THIS COURSE IS
Real teaching from licensed advisor-instructors who've served this community for decades
A chance to build your own action plan
The clarity you've been looking for
Limited Spots Available
Our Instructors
Retirement MasterClass partners with Mercurio Wealth Advisors to bring this course to Louisville families. They've been a trusted name in Kentuckiana retirement planning for over 35 years, helping families in this community answer the same questions you're asking.
All of our instructors are licensed, SEC-registered investment advisors.
Investment advisory services offered through Mercurio Wealth Advisors, LLC, an SEC-registered investment advisor. This event is educational in nature and does not constitute personalized investment advice.
Our Instructors
Retirement MasterClass partners with Mercurio Wealth Advisors to bring this course to Louisville families. They've been a trusted name in Kentuckiana retirement planning for over 35 years, helping families in this community answer the same questions you're asking.
All of our instructors are licensed, SEC-registered investment advisors.
Investment advisory services offered through Mercurio Wealth Advisors, LLC, an SEC-registered investment advisor. This event is educational in nature and does not constitute personalized investment advice.
Frequently Asked Questions
Is it really free?
Yes. The $99 tuition fee for Retirement MasterClass has been waived for all registrants for a limited time. Don't miss out on this opportunity!
Do I need to attend both nights?
Yes. Night 2 builds directly on Night 1. Plan to attend both sessions to get the full picture.
Can I bring my spouse or partner?
Absolutely! One registration covers you and your spouse or partner.
Will you try to sell me something?
No. This is education, not a sales pitch. At the end of Night 2, we'll explain how to schedule office hours with the instructor for a one-on-one conversation regarding your specific situation, but only if you feel like you need it. There are no high-pressure sales pitches in this course.
Ready to stop guessing?
Copyright © 2026 Retirement MasterClass. All Rights Reserved.
Retirement MasterClass instructors are provided by Mercurio Wealth Advisors, LLC. Investment advisory services offered through Mercurio Wealth Advisors, LLC a registered investment advisor. The information within is provided for informational purposes only and is not intended to represent investment, tax or legal advice. Please consult a professional for advice on your individual circumstances.