Meriwest Credit Union | 877-MERIWEST (877) 637-4937 | Routing Number 321176833

October 17, 2017

Investment Seminar
Investment Planning Seminar:
Annuity Basics
RSVP Today!

Tuesday, October 17, 2017 - 6:00 p.m.
Chesbro Financial Center, San Jose, CA





In this seminar, you'll learn:

  • What is an annuity
  • Taxable vs. tax-deferred growth
  • Common annuity riders
  • Various options to annuitize payments
  • Immediate vs. deferred annuities
  • Fixed vs. variable annuities
  • Annuities vs. 401(k)s and IRAs

Hosted by Meriwest Wealth Advisors


Tuesday, October 17
Time: 6:00 p.m.

Chesbro Financial Center,
San Jose, CA



Speaker:
Bryan Foertsch
Registered Principal – Cetera Advisors LLC.



This free seminar fills up fast — make your reservation today!
RSVP with Meliza Lechadores and provide your phone number and e-mail address:
mlechadores@mwwealthadvisor.com or 408-866-1002.





Security and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. The products offered are not insured by the NCUA, NCUSIF or any other regulatory agency, are not deposits or obligations of, nor guaranteed by the credit union or any affiliated entity, and may lose value. Cetera Advisors LLC, is not affiliated with the Credit Union or Meriwest Wealth Advisors, LLC.

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