Upcoming Events
Thursday, May 14th, 2026 | 6 PM to 7 PM
Los Altos Community Center | 97 Hillview Ave, Los Altos, CA 94022
Planning towards a Work Optional Lifestyle
(a.k.a Retirement)
Planning towards a Work Optional Lifestyle (a.k.a Retirement)
When: Thursday, May 14th, 2026 | 6 PM to 7 PM
Where: Los Altos Community Center | 97 Hillview Ave, Los Altos, CA 94022
CEO Capital V Group
Get the Tools & Tips to Plan Ahead:
- Smart Social Security Moves
- The Real Cost of Long-Term Care
- Planning 10 Years Ahead is a Power Move
We'll Tackle Concentration Risk & The Truth About Taxes-Because Taxes Don't Retire, Especially in the Bay Area!
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 and Estate Planning
When: April 9th, 2026. Thursday. 06:00 PM to 07:00 PM.
Where: Los Altos Community Center, Los Altos, CA.
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