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Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3300

Share Your Love: Family Discussion and Guide (In-Person Semi



Share Your Love: Family Discussion and Guide (In-Person Seminar)

Wednesday, May 08, 2024

5:30p - 6:30p PST

Chesbro Financial Center

Chesbro Financial Center

5615 Chesbro Avenue
San Jose, CA 95123
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2024-05-08T17:30:00.0000000
2024-05-08T18:30:00.0000000
PT1H

Seminar hosted by Mildred Patubo and Andrew Nguyen of Meriwest Wealth Advisors and Presented by Frank Pollaro of Equitable Distributors, LLC.

Learn about the importance of Estate Planning:

  • Controlling Distribution of Your Assets
  • Preparing Ahead of Time
  • Protecting Your Family Members

Create a Plan

  • Put Your Mind at Ease and Lessen the Burden for Your Loved Ones

Identify Key Resources

  •  Contacts, Advisors, Doctors and Access Codes



Event Registration




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