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Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3300

Events

It is never too early or too late to improve your financial literacy. Making thoughtful and informed decisions about your finances is more important than ever. This is why we are advocates of actively promoting education and readily available information in our communities. Meriwest Wealth Advisors, LLC. hosts seminars held periodically throughout the year and is geared to giving timely, insightful and helpful information on relevant topics to clients and other interested parties. Seminars offer participants the opportunity to learn about important developments, as well as sharpen their knowledge and skills on a variety of different topics. 

 

Upcoming Events

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

Past Events

Share Your Love: Family Discussion and Guide (In-Person Seminar)

May 8, 2024 5:30p - 6:30p Pacific Standard Time

Chesbro Financial Center

Webinar hosted by Mildred Patubo and Andrew Nguyen of Meriwest Wealth Advisors and Presented by Frank Pollaro of Equitable Distributors, LLC.

Safe Money Alternatives to Long Term Care and Wealth Transfer

March 26, 2024 2:00p - 3:00p Pacific Standard Time

Webinar Event

Webinar hosted by Keith France of Meriwest Wealth Advisors and Presented by Russell Clune, Regional Director, CLTC of Benefit Bank Distributors.

Three Transitions to Retirement

January 31, 2024 6:00p - 7:00p Pacific Standard Time

Meriwest Credit Union: Monta Loma Financial Center

Hosted at our Monte Loma Financial Center by Mildred Patubo of Meriwest Wealth Advisors and Presented by Chris Sheckley from TruStage.

Investment Webinar: Share Your Love: Family Discussion and Guide

August 9, 2023 5:30p - 6:30p Pacific Standard Time

Webinar

Create a Plan and Learn about the importance of Estate Planning, Controlling Distribution of Your Assets, Preparing Ahead of Time, and Protecting Your Family Members

Market Volatility Summit

March 31, 2022 5:00p - 6:00p Pacific Standard Time

Webinar

In this webinar we will discuss the current stock and bond market volatility, geopolitical risks, and the Fed dilemma that’s roiling global markets.

How to Generate Real Estate Income (Complimentary Webinar)

March 16, 2022 5:00p - 6:00p Pacific Standard Time

Webinar

We will discuss how investing in real estate can provide stable income, diversify out of traditional investments, and hedge rising inflation.

2022 Market Outlook Webinar

January 25, 2022 6:00p - 7:00p Pacific Standard Time

Webinar

The Meriwest Wealth Advisors 2022 Market Outlook provides a timely and thorough assessment of where we stand currently and thoughts on what the new year could bring.

Tax-Managed Investing: Helping you aim higher with the control of tax-managed investing

October 27, 2021 3:00p - 4:00p Pacific Standard Time

Webinar

Learn why taxes matter and their likely impact on investment returns.

Helping to Protect Your Income for Retirement

July 26, 2021 6:00p - 7:00p Pacific Standard Time

Webinar

Please join us for this informative webinar hosted by David Vigil CFP, ChFC, of Meriwest Wealth Advisors and presented by Ashley Ackerman, CRPC, AIG Financial Distributors.

Second Quarter Market Update and Economic Outlook

July 13, 2021 4:00p - 5:00p Pacific Standard Time

Webinar

Please join us for the Meriwest Wealth Advisors second quarter market update and economic outlook webinar. This special webinar is hosted by David Vigil CFP, ChFC, of Meriwest Wealth Advisors with special guest speaker Andrew Opdyke, Senior Economist with First Trust L.P.

Protecting Your Retirement - Structured Capital Strategies

April 28, 2021 6:00p - 7:00p Pacific Standard Time

Webinar

Please join us for this informative webinar hosted by Financial Advisor David Vigil CFP®, ChFC® of Meriwest Wealth Advisors with special guest speaker Frank Pollaro, Senior Regional Vice President with Equitable Financial.

Exclusive Client Only Webinar: Markets at a Glance

April 22, 2021 6:00p - 7:00p Pacific Standard Time

Webinar

Join us for our very first installment of the new quarterly series titled Markets at a Glance with your Financial Advisor David Vigil CFP®, ChFC® of Meriwest Wealth Advisors

Event Registration




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