Upcoming Events
Thursday, April 9th, 2026 | 6 PM to 7 PM
97 Hillview Ave, Los Altos, СA 94022
Unlock the Power of Tax-Efficient
Wealth Management & Estate Planning
Unlock the Power of Tax-Efficient Wealth Management & Estate Planning
When: Thursday, April 9th, 2026 | 6 PM to 7 PM
Where: 97 Hillview Ave, Los Altos, СA 94022
CEO Capital V Group
- Diversify & Optimize Your Portfolio for Tax Efficiency
- Understand the Impact of Estate Planning on Taxes
- Bridge Wealth Management, Tax Planning, & Estate Planning Harmoniously
Whether you're looking to preserve your assets or unlock new opportunities for tax efficient growth, this seminar offers the information you need to have more productive conversations with your advisors.
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
When: Sept 26th, Friday, 6 PM to 7 PM
Where: Los Altos Community Center, 97 Hillview Ave, CA 94022
Tax Optimized Investing and Retirement Planning Session
When: May 8th, 2025. Thursday. 06:00 PM to 07:00 PM.
Where: Los Altos Community Center, Los Altos, CA.