San Diego Client Appreciation Event

Please join us for an evening of cocktails and conversation with Jeremiah H. Barlow, Head of Family Wealth Services, for a 2018 Estate and Tax Planning Update.

September 27, 2018

  • 5:30 pm: Cocktails + Appetizers
  • 6:00 pm: Estate Planning Presentation
  • 7:00 pm: Q & A
  • Park Hyatt Aviara – Laviana Room
  • 7100 Aviara Resort Dr.
  • Carlsbad, CA. 92011
  • Click here for directions

Complimentary valet parking will be available to all attending guests. Please ask the garage attendant for a Mercer Advisors’ validated ticket.

Friends and family are invited to join the event – Please RSVP for all individuals attending.

RSVP by September 19th – Call 800.926.1681 with questions.

We look forward to seeing you!

Join Us Sept 27th

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Jeremiah H. Barlow, JD

EXECUTIVE VICE PRESIDENT, HEAD OF FAMILY WEALTH SERVICES Jeremiah oversees the Family Office Group, and serves as the firm’s lead trust and tax attorney. He provides clients with strategic advice in the areas of trust, tax, and wealth succession planning. Prior to joining Mercer Advisors, Jeremiah owned a law practice that specialized in estate planning. He earned his Political Science degree from the University of Nevada, Reno, and his Juris Doctor from Western Michigan University. Jeremiah lives in Santa Barbara with his wife and two sons.

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