Mercer Advisors
Sharing Knowledge

Webinars

At Mercer Advisors, our on-demand webinars bring financial planning education directly to you — covering timely topics like Medicare enrollment, tax law changes, Social Security strategies, and market outlooks with live guidance from our experienced wealth advisors and investment team. Each webinar is designed to be a practical, interactive resource to help you understand complex financial concepts and apply them to your own situation. Browse our webinar library below to find the sessions most relevant to your financial planning needs. 

Financial Planning Webinar

Paying for College Without Overpaying: Smart Strategies for Families

Our college planning specialists share time-tested strategies to help reduce college costs, maximize financial aid, and leverage 529 plans for smarter education savings.

Investment Management Webinar

Q3 Market Outlook: Markets, Interest Rates, Inflation, and More

In this webinar, Mercer Advisors CIO covers inflation trends, AI’s economic role, interest rates, and long-term portfolio strategies.

Investment Management Webinar

Your Money, Your Values: Aligning Your Portfolio with Your Priorities, Goals, and Real Life

In this webinar, we explore values-based investing strategies, from ESG funds to legacy planning, tailored for women at every life stage.

Tax Planning Webinar

Tax Filing Is Not the Same as Tax Planning

In this webinar, we break down proactive tax planning, Roth conversions, and key changes from the One Big Beautiful Bill Act to help reduce your lifetime tax liability.

Tax Planning Webinar

Smart Savings for the Next Generation: Understanding 529 Plans and Trump Accounts

Learn how 529 plans and Trump Accounts each play a distinct role in funding your child’s education and long-term retirement — and how to get the most from both.

Family & Health Webinar

Medicare Made Simple Webinar

Navigating Medicare can be a daunting task, but you’re not alone. Whether you’re approaching retirement age, already utilizing Medicare, or helping your loved ones make informed decisions, understanding the options is crucial.

Market Commentary Webinar

Q2 Market Outlook: Markets, Interest Rates, Inflation, and More

A market update on inflation, geopolitics, interest rates, and why diversification and investor discipline remain critical amid global uncertainty.

Estate Planning Webinar

Give Smart. Gain Impact. Philanthropy Made Practical and Tax-Savvy

Explore how women define purposeful philanthropy, clarify giving values, and use tax-smart strategies to maximize impact during life and beyond.

Financial Planning Webinar

Insurance Check In: Tips for Reviewing Existing Coverage

Learn how insurance protects your financial plan, from life and long-term care to property, liability, and coverage reviews as risks and life events change.

Market Commentary Webinar

Q1 Market Outlook: Markets, Interest Rates, Inflation, and More

A 2025 market review and 2026 outlook covering growth, inflation, rates, debt, global markets, and why diversification matters amid volatility.

Tax Planning Webinar

New Tax Laws & Year-End Strategies

An overview of new tax laws and practical year‑end strategies, including charitable giving, Roth conversions, portfolio taxes, and estate planning considerations.

Market Commentary Webinar

Q4 Market Outlook: Federal Government Funding, Tariffs, and Earnings Growth

A Q4 market outlook on rates, inflation, tariffs, global markets, and portfolio diversification — highlighting resilience, risks, and planning amid uncertainty.

Family & Health Webinar

Navigating Medicare: Your Guide to Open Enrollment Success

A practical guide to Medicare basics, open enrollment, Part D updates, and choosing Medigap or Medicare Advantage within your financial plan.

Further Learning

Listen
Investment Management Podcast

Episode 39 – Financial Planning Is a Prerequisite to Successful Investing

Don Calcagni, Chief Investment Officer, breaks down why financial planning should be the essential first step to building, sustaining, and transferring wealth.

Listen
Investment Management Podcast

Episode 525 – Investment Philosophy vs. Strategy

Discover how your core beliefs shape investment decisions. John Walker and Jason O’Meara break down philosophy vs. strategy for long-term success.

Women & Wealth Guide

Retirement Planning for Single Women: A Complete Guide

A practical guide to retirement planning for single women — covering Social Security, long-term care, estate planning, and an age-specific checklist.

Women & Wealth Article

Beyond Business Growth: Wealth Planning for Women Founders

Many women founders face a three-way financial pull. Learn how to help protect personal wealth, optimize taxes, and plan your business exit — all at once.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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