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Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3200

Financial Planning Seminars

Investment Seminars & Workshops

We invite you to attend one of our upcoming financial planning seminars. We focus on key subjects such as those outlined below.  Learn the importance of planning for future care, how to protect your assets, or just review the basics of retirement.

We encourage you to attend these complimentary and informative workshops:

ROTH IRA CONVERSIONS:
How well do you know Roth IRAs?

In this seminar on Roth IRA Conversions, you'll learn:

  • The difference between Roth IRAs and traditional IRAs
  • The conditions that make Roth IRA distributions free from federal income tax, and contribution rules for Roth IRAs
  • Ways to convert a traditional IRA and/or employer retirement plan to a Roth IRA
  • How to calculate the conversion tax

INVESTMENT BASICS AND AN
INTRODUCTION TO ANNUITIES:
What are your investment goals?

In this two part seminar, you'll learn:

  • Investment fundamentals, including the effects of inflation and compounding
  • How to identify financial goals, time horizons and measure your risk tolerance
  • The difference between cash equivalents, bonds, stocks and mutual funds, and the importance of asset allocation
  • What an annuity is and how it can provide you with supplemental retirement income
  • The key features of immediate vs. deferred annuities and fixed vs. variable annuities

RETIREMENT INCOME PLANNING:
Will you outlast your money?

In this informative workshop we’ll cover:

  • How to create an income stream for life, protect your assets
  • Outliving your retirement assets
  • Keeping up with rising costs
  • Navigating market uncertainty

INVESTMENT PLANNING:
Estate Planning & Planning for Long-Term Care

In this two part seminar, you’ll learn:

  • Why you need an estate plan
  • Strategies to plan for incapacity, including special health care directives
  • Wills, trusts, life insurance and key tax basics
  • What long-term care is and where it's provided
  • Strategies to pay for long-term care
  • Key features and government incentives for long-term care insurance

These free seminars fill up fast — make your reservation today!

For more details, upcoming dates and times, contact Meliza Lechadores and provide your phone number and e-mail address:

[email protected] or 408-866-1002.

We look forward to seeing you. Feel free to bring a friend or coworker you feel would also benefit from hearing this important information.