Broker Check
08 May
Share Your Love: Family Discussion and Guide (In-Person Seminar)

Description

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


Date and Time

Wed, May 08, 2024

5:30p - 6:30p PST

Location

Chesbro Financial Center

5615 Chesbro Avenue
San Jose , CA 95123
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PT1H

Event Registration

Will you be able to attend this event?