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
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
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.
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