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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

November 06, 2023

Strategies for Managing Concentrated Stock Risk

When: Monday, November 6th at 4:00pm PST

Where: Online Event.

September 14, 2021

Making Cash Count

When: Tuesday, September 14, 2021 from 12:00 PM to 1:00 PM PDT

Where: Online Event.

November 17, 2022

Educational Virtual Webinar

When: Thursday, March 17th at 12:00pm PST

Where: Online Event.

June 3, 2021

Six Barriers to Investment Success and How to Overcome Them

When: Thursday, June 3rd at 5:00pm PDT

Where: Online Event.

March 17, 2022

ARK's Big Ideas of the Future

When: Thursday, March 17th at 12:00pm PDT

Where: Online Event.

May 19, 2021

Steps to Stay Safe Online

When: Wednesday May 19th 4:00pm PDT

Where: Online Event.

February 11, 2021

Rethinking Retirement: Top IRA Mistakes Made and How to Avoid Them

When: Thursday, February 11th, 4:00pm PDT

Where: Online Event.

January 19, 2021

The Importance of Having an Estate Plan

When: Tuesday January 19th, 4:00pm PDT

Where: Online Event.

October 27, 2020

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.

May 12, 2021

The Importance of Having an Estate Plan

When: Wednesday May 12th, 4:00pm PDT

Where: Online Event.

January 26, 2021

Why Generational Wealth Transfers Fail and How to Avoid It

When: Tuesday January 26th, 4:00pm PDT

Where: Online Event.

October 29, 2020

Investing During Election Years – and Beyond

When: Thursday October 29th, 4:00pm PDT

Where: Online Event.

February 23, 2021

Rethinking Retirement: Social Security Income - 7 Keys to Enhancing Benefits

When: Tuesday, February 23rd at 4:00pm PDT

Where: Online Event.

January 13, 2021

Taxation Impact of PPP Loan Forgiveness and of CA Proposition 19

When: Wednesday January 13th, 4:00pm PDT

Where: Online Event.

February 13, 2020

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