Broker Check
21 Jan
Rethinking Diversification: Learn How to Manage Investment Risk (Seminar)

Description

Hosted by Mildred Patubo of Meriwest Wealth Advisors and Presented by Chris Sheckley from TruStage™   


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.


At this in-person seminar, you will learn:

  • What traditional portfolio diversification is
     
  • How the investment landscape changes
     
  • How you can achieve your goals with minimal risk

  • How new annuity options help you rethink diversification.


 Event Details:

Date and Time

Tue, Jan 21, 2025

5:00p - 6:00p PST

Location

Chesbro Financial Center

5615 Chesbro Ave
San Jose , CA 95123

Note

Follow the signs to the Alves Training Room

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PT1H

Event Registration

Will you be able to attend this event?