Expert Guest Speaker: T.J Antonetti

T.J. is a wealth strategy specialist in the Wealth Strategies Group of Eaton Vance Distributors, Inc. He is responsible for consulting with internal and external partners to craft security-level and portfolio-level solutions for wealthy investors.

Arvind Ven

Arvind Ven is CEO and Founder of Capital V Group. He is an Accredited Investment Fiduciary (AIF) and is an MBA (Sloan Fellow) from MIT.

ARK's Big Ideas of the Future

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

Where: Online Event.

Making Cash Count

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

Where: Online Event.

Six Barriers to Investment Success and How to Overcome Them

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

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

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.

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.

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.

Investing During Election Years – and Beyond

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

Where: Online Event.