Upcoming Events

Friday, September 26th, 2025

Unlock the Power of Tax-Efficient Wealth Management

Speaker: Arvind Ven

When:  Sept 26th, Friday, 6 PM to 7 PM
Where: Los Altos Community Center, 97 Hillview Ave, CA 94022
Cost:  Complimentary. Registration is required.

Join us for a dynamic seminar where we’ll explore proven strategies to diversify and optimize your portfolio—tax efficiently. Learn about tax loss harvesting through direct indexing, effective gifting strategies, and other essential strategies to help you navigate the complexities of wealth management. Whether you're looking to protect your assets or unlock new opportunities for tax efficient growth, this session will provide you with the insights and actionable steps to reduce tax liabilities and enhance your financial future.

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.

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