January 2023 Chapter Meeting

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

Topic: 2023 Tax Update

Financial Advisors Needed For Pro Bono/Planners in the Library

Gilroy Library 350 W Sixth Street, Gilroy, CA, United States

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 […]

February 2023 Chapter Meeting

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

TOPIC: Investing in the Low-Carbon Leaders of the Future

$40

March 2023 Chapter Meeting

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

Intentional Giving

April 2023 Chapter Meeting

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

M&A and Succession: Positioning Your Firm to Stand Out in a Crowded Market

May 2023 Chapter Meeting

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

Welcome Back, Income

July 2023 Chapter Meeting

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

Topic & Speaker TBD