February 2024 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

You are invited to hear insights from Bob Fields, member of the J.P. Morgan Global Fixed Income, Commodities and Currency Team. Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, he will share thoughts on the current economic landscape, interest rates and inflation outlook & opportunities in fixed income for 2024.

March 2024 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Learn About The Tax and Financial Planning for the Sunset of the Tax Cuts and Jobs Act

April 2024 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Join us for a captivating Industry Insights Chat where a panel of distinguished members will share invaluable insights and advice on business best practices.

May 2024 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

AI Intro & Practical Use Cases for Financial Professionals

July 2024 Chapter Meeting

Delta Hotels by Marriott Santa Clara Silicon Valley 2151 Laurelwood Rd, Santa Clara, CA

Tax Deferral Strategies for Real Estate

August 2024 Summer Social

Campo di Bocce 565 University Ave, Los Gatos, CA

Annual Bocce Ball Tournament & Networking Social. GAME ON!!