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Laryssa Freeman and Meritage Wealth Management Events
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Events

I’m passionate about empowering retirees to get the most out of their finances and their lives.

I also believe in the importance of community, and coming together in support of our individual and group betterment. As such, I’m proud to host events designed to create clarity by simplifying complex topics surrounding retirement. These events are all offered on a complimentary basis, and are geared towards those who have spent time and effort accumulating wealth, and now want to learn more about the issues surrounding their finances, and how to make the most of their money for the long-term.

Growing stronger, together

I strive to create events that offer financial guidance for retirees all while fostering a warm and welcoming environment you can really enjoy. You can expect plenty of good conversation woven in amongst the more formal presentations, as well as, convenient webinar presentations you can watch from anywhere.

In office events are held in Carlsbad, CA and are limited to 14 people, so please be sure to RSVP. If you would like to attend an in office event or webinar, please use the links below to RSVP.

WHAT WE DO

 

forthcoming webinars with Meritage Wealth Management
RSVP for online events below and a webinar link will be sent to you via email
Preparing for Retirement Webinar

Effective tools to assist you as you prepare your budget for retirement, manage income and expenses, calculate your net worth, and plan for significant long-term medical and health care coverage including long-term care.

6:30 PM PST October 28th, 2020

RSVP via email to info@meritagewm.com

Via Zoom – Retirement Plan Distributions: What You Need To Know

Learn the basics of distribution planning from employer-sponsored retirement accounts and how to mitigate the impact of taxes on retirement income. If you’re planning to retire or change jobs soon, make sure you understand your options. Withdrawals, lump-sum distributions, rollovers and required minimum distributions (RMDs) are also covered.

5 PM PST April 13, 2021

 

Prepare for a Healthier Future Webinar

According to research, one out of every two Americans turning age 65 today will need coverage to help pay for the expenses of a long-term care event some time during their lifetime, and one out of three individuals over age 85 will suffer some form of Alzheimer’s.

Longevity planning is an important aspect of your finances. We’ll explore the value of long-term care expense planning for you and your family members.

6:30 PM PST September 8th, 2020

RSVP via email to info@meritagewm.com

 

Forthcoming Events Title

Held in Carlsbad, CA

Please check back for future in office events

Meritage Wealth Management Boardroom
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If you would like any more information on these events, please get in touch and I’ll be happy to answer your questions.

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