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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

January 25, 2024

10:00a - 11:30a

Video Conference

Mercer WebForum: A Turning Point

Our partners at LPL Research recently unveiled their Market Outlook: A Turning Point, which recaps where markets have been over the last six months and what to look for through the first half of 2024. We are very pleased to have Jeffrey Buchbinder, Chief Equity Strategist at LPL Research joining us to deliver the key highlights from this year's Market Outlook. We will also be joined by Karen Ireland, Senior Strategist at MFS to discuss successful strategies and the pitfalls to avoid when transferring wealth to the next generation. We are very excited to have Karen share her vast knowledge and expertise on this very important topic. This is our signature event!! We hope you can attend!!

October 19, 2023

10:00a - 11:00a

Webinar Event

Anatomy of a Recession: What To Look For & Where We're Headed

The Anatomy of a Recession provides practical, actionable insight on the US economy and critical market trends. ClearBridge Investments, a specialist investment manager of Franklin Templeton, has offered the program since 2016. Discussion topics may cover: the state of the US economy, our market outlook, and timely topics such as inflation, volatility and market leadership. We look forward to connecting on Oct 19th and answering your questions! Franklin Templeton is not affiliated with Mercer Partners or LPL Financial.

July 20, 2023

10:00a - 11:00a

Video Conference

Mercer WebForum: Crunch Time

Midway through the year is a great time to see how far we've come and talk about the road ahead.  Together with Candice Tse, Global Head of Strategic Advisory Solutions at Goldman Sachs we will examine the important financial news of the last six months, including economic developments, world events, and other market forces.  We look forward to connecting with you on July 20th and answering your questions! Candice Tse, Goldman Sachs and Mercer Partners Wealth Management are not affiliated with LPL Financial.

February 2, 2023

10:00a - 12:00p

Video Conference

June 28, 2022

10:00a - 11:00a

Video Conference

October 28, 2021

10:00a - 11:00a

Video Conference

Event Registration