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Mercer Advisors: Helping families for our 40 years.
MSU Denver is pleased to provide the Life and Legacy Conversation series in collaboration with Mercer Advisors. Join us in person or online for these expert-led sessions.
Event | Life and Legacy Conversations: Aligning Money and Meaning
Date and Time | Thursday, May 7, 2026, 8:30 to 11:30 a.m.
Location | CAVEA Theater in Jordan Student Success Building Room 420
Description: Discover how to navigate your finances to ensure your immediate everyday needs are met, your family is protected, and your long-term impact is secure.
We’re pleased to invite you to a special session designed to support what matters most – today and for the future. Join us for a thoughtful conversation on how to protect your family, helping to simplify financial decisions, and being intentional about the impact you want to make.
This session explores how aligning your resources with what matters most can create greater personal financial freedom—what Mercer Advisors defines as Wealth-Life Balance, the intersection of your financial goals and your values. You’ll explore how thoughtful planning can help reduce complexity, strengthen security, and open pathways to the future you want to build.
What You’ll Learn
- Distinct ways to align financial decisions with your personal priorities and long-term goals
- Approaches to protecting your family and safeguarding future intentions
- Practical steps to help simplify complexity and gain confidence around money.
- The opportunity for the first 40 in person attendees to reserve their copy of Purposeful Retirement by Hyrum W. Smith.
Featured Speakers
- Michelle Sandt-Wade CFP®, Sr. Wealth Advisor
- Drew Harper CFA®, CFP®, CAIA® , Sr. Wealth Advisor
- Mckenna Wieser CFP®, Regional Vice President
This event kicks off a three-part series, and you are welcome to attend one or all—either in person or online. We also encourage you to bring a colleague, friend, or fellow alum who would appreciate a grounded, judgment-free space to discuss aligning money with meaning.
Event Contact: Louanne Saraga-Walters, [email protected]
Do NOT use MSU Denver Corporate Cards for this transaction.