February 2023 Chapter Meeting
Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CATOPIC: Investing in the Low-Carbon Leaders of the Future
$40
TOPIC: Investing in the Low-Carbon Leaders of the Future
Social Security Program Updates
Intentional Giving
M&A and Succession: Positioning Your Firm to Stand Out in a Crowded Market
Welcome Back, Income
No Meeting This Month
Topic & Speaker TBD
Invitation and more details to follow (Will be sent end of May)
Bringing back to fun & competitive summer social event.
The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC […]