Overview: Topic: Digitization Has Accelerated Growth in Gaming and Digital Assets Industries Speaker: John Patrick Lee, Product Manager of VanEck Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, […]

Overview: April 8 Chapter Meeting Rescheduled to April 26 @ 5:00pm to 8:00pm Topic: Joint Associations Networking Collaborative with Magic Act Special Event - Financial Association of Silicon Valley, Santa […]

Overview: Topic: What is Long Term Care Insurance and Why Many Clients Will Need it PLUS Happy Hour Networking Speaker: Jesse Thai of American Brokerage Network Sponsors: NFP & Cantor Fitzgerald […]

Overview: Topic: "The Last Things We Talk About" (End of Life Transition Estate Planning Map) Speaker: Rev. Dr. Elizabeth Boatwright, BCC-PCHAC, CFP® Venue: Zoom Webinar About the Speaker: N/A Cost: […]

Overview: Topic: What you need to know about the future of Real Estate and how it will impact you Speaker: Sandy Jamison, REALTOR® Venue: Top Golf San Jose & Pilot Zoom […]

Overview: Topic: Apes in the ether: digital assets yesterday, today, and in your client's legacies Speaker: Mitch Mitchell, TrustandWill.com Venue: Zoom Webinar About the Speaker: Mitch is Associate Counsel of Estate […]

Overview: Topic: Annual Ethics Virtual Seminar Speaker: Curt Weil, CFP® Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $60 (late fee from Oct 8 - Members $60, […]

Overview: Topic: FAFSA Changes that WILL Impact Your Clients Speaker: Cozy Wittman, College Inside Track Venue: Zoom Webinar About the Speaker:  As Education and Partnership leader at College Inside Track, […]

Overview: Topic: Holiday Party and Wine Tasting Venue: Maggiano's Little Italy Restaurant, 3055 Olin Ave Suite 1000, San Jose, CA 95128 Cost: Members $40, Non-members $75, Student $10 Registration: Save-The-Date

Topic: 2023 Tax Update