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.
More events are on the way! Check back soon for more information.
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.
August 9, 2023 5:30p - 6:30p Pacific Standard Time
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 Pacific Standard Time
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 Pacific Standard Time
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 Pacific Standard Time
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 Pacific Standard Time
Learn why taxes matter and their likely impact on investment returns.
July 26, 2021 6:00p - 7:00p Pacific Standard Time
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 Pacific Standard Time
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 Pacific Standard Time
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 Pacific Standard Time
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