Upcoming Events
No upcoming events — stay tuned.
Disclaimer: Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Some Past Events
Unlock the Power of Tax-Efficient Wealth Management
When: Sept 26th, Friday, 6 PM to 7 PM
Where: Los Altos Community Center, 97 Hillview Ave, CA 94022
Tax Optimized Investing and Retirement Planning Session
When: May 8th, 2025. Thursday. 06:00 PM to 07:00 PM.
Where: Los Altos Community Center, Los Altos, CA.