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
Topic: Financial Advisors Needed For Pro Bono/Planners in the Library Location: Gilroy Library, 350 West Sixth Street, Gilroy Time: 10:00 am - 3:30 pm » Click here for more information or to register for this […]
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