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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

May 13, 2025

11:00a - 12:00p

Chesbro Financial Center

Pass Assets Not Taxes

Join us for an in-person seminar on how to Pass Assets Not Taxes.

January 21, 2025

5:00p - 6:00p

Chesbro Financial Center

Rethinking Diversification: Learn How to Manage Investment Risk (Seminar)

As life expectancy continues to rise, planning for the future has never been more critical. Long-term care strategies are essential for ensuring that you or your loved ones receive the necessary care without compromising financial stability.

September 4 - September 25, 2024

9:03a - 6:30p

Chesbro Financial Center

Safeguard Strategy Opportunities for Long Term Care and Wealth Transfer (Seminar)

As life expectancy continues to rise, planning for the future has never been more critical. Long-term care strategies are essential for ensuring that you or your loved ones receive the necessary care without compromising financial stability.

August 1, 2024

5:30p - 6:30p

Chesbro Financial Center

The Value of Income Planning

Learn about the importance of Retirement Income Planning. Create a Plan.  Know about Income Gaps and Risks. 

January 31, 2024

6:00p - 7:00p

Meriwest Credit Union: Monta Loma Financial Center

Three Transitions to Retirement

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

August 9, 2023

5:30p - 6:30p

Webinar

Investment Webinar: Share Your Love: Family Discussion and Guide

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

March 31, 2022

5:00p - 6:00p

Webinar

Market Volatility Summit

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

March 16, 2022

5:00p - 6:00p

Webinar

How to Generate Real Estate Income (Complimentary Webinar)

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

January 25, 2022

6:00p - 7:00p

Webinar

2022 Market Outlook 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.

October 27, 2021

3:00p - 4:00p

Webinar

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

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

July 26, 2021

6:00p - 7:00p

Webinar

Helping to Protect Your Income for Retirement

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.

July 13, 2021

4:00p - 5:00p

Webinar

Second Quarter Market Update and Economic Outlook

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.

April 28, 2021

6:00p - 7:00p

Webinar

Protecting Your Retirement - Structured Capital Strategies

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.

April 22, 2021

6:00p - 7:00p

Webinar

Exclusive Client Only Webinar: Markets at a Glance

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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