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:
- Tuesday, January 21, 2025
- 5:00 p.m. - 6:00 p.m.
- In-Person Event:
Chesbro Financial Center
5615 Chesbro Avenue
San Jose, CA 95123
(Follow the signs to the Alves Training Room)
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