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Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3300

Three Transitions to Retirement

Three Transitions to Retirement

Wednesday, January 31, 2024

6:00p - 7:00p PST

Meriwest Credit Union: Monta Loma Financial Center

Meriwest Credit Union: Monta Loma Financial Center

580 N. Rengstorff Ave., Suite A
Mountain View , CA 94043
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Hosted at our Monte Loma Financial Center by Mildred Patubo of Meriwest Wealth Advisors and Presented by Chris Sheckley from TruStage.

Learn about the importance of Transitions to Retirement

  • How to confidently address financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

Event Registration

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