Upcoming Events
May 8th, 2025
Tax Optimized Investing and Retirement Planning Session
When: May 8th, 2025. Thursday. 06:00 PM to 07:00 PM.
Are you approaching retirement-age or are interested in living a work-optional lifestyle? Join us on Thursday, May 8 for a financial education session going over the importance of tax optimized investing and retirement planning. RSVP required.
This event is complimentary and has no cost, but space is limited, so we encourage you to RSVP as soon as possible to reserve your spot.
Some Past Events
Strategies for Managing Concentrated Stock Risk
When: Monday, November 6th at 4:00pm PST
Where: Online Event.
Making Cash Count
When: Tuesday, September 14, 2021 from 12:00 PM to 1:00 PM PDT
Where: Online Event.
Educational Virtual Webinar
When: Thursday, March 17th at 12:00pm PST
Where: Online Event.
Six Barriers to Investment Success and How to Overcome Them
When: Thursday, June 3rd at 5:00pm PDT
Where: Online Event.
ARK's Big Ideas of the Future
When: Thursday, March 17th at 12:00pm PDT
Where: Online Event.
Steps to Stay Safe Online
When: Wednesday May 19th 4:00pm PDT
Where: Online Event.
Rethinking Retirement: Top IRA Mistakes Made and How to Avoid Them
When: Thursday, February 11th, 4:00pm PDT
Where: Online Event.
The Importance of Having an Estate Plan
When: Tuesday January 19th, 4:00pm PDT
Where: Online Event.
Women and Investing: Why it is important for women to take charge of their financial future?
When: Tuesday, October 27, 2020 from 4:00 PM to 5:00 PM PDT
Where: Online Event.
The Importance of Having an Estate Plan
When: Wednesday May 12th, 4:00pm PDT
Where: Online Event.
Why Generational Wealth Transfers Fail and How to Avoid It
When: Tuesday January 26th, 4:00pm PDT
Where: Online Event.
Investing During Election Years – and Beyond
When: Thursday October 29th, 4:00pm PDT
Where: Online Event.
Rethinking Retirement: Social Security Income - 7 Keys to Enhancing Benefits
When: Tuesday, February 23rd at 4:00pm PDT
Where: Online Event.
Taxation Impact of PPP Loan Forgiveness and of CA Proposition 19
When: Wednesday January 13th, 4:00pm PDT
Where: Online Event.
Taking Ownership Of Your Retirement Plan
When: February 13th, 2020, Thursday. 12 PM to 1 PM
Where: Los Altos Chamber of Commerce321 University Ave.Los Altos, CA 94022