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Financial Confidence

Attend a seminar and learn more about your finances.

ATTEND ONE OF OUR EVENTS

Our seminars focus on the financial concerns that many people have about retirement, including having enough money to do what you enjoy, pay for medical care and cover unexpected expenses.

Get the information you need to take charge of your financial future by registering for a seminar listed below!

UPCOMING EVENTS:

January 22
Join Us and Learn About An Investment Strategy With Attractive Income Potential
6:00 pm | Capital Club
January 28
Want To Learn How To Optimize Your Retirement For Taxes?
6:00 pm | San Jose City Hall
January 29
Want To Learn How To Optimize Your Retirement For Taxes?
6:00 pm | San Jose City Hall
January 30
Learn How to Diversify Your Portfolio by Investing in Class A Real Estate!
6:00 pm | Heckman Education Center
February 5
Learn How To Earn 2-3 Times The Average Savings Rate!
6:00 pm | Maggiano’s Little Italy
February 26
TAX STRATEGIES FOR TODAY’S “NEW ECONOMY”
6:00 pm | Fiorillo’s Resaurant
February 27
TAX STRATEGIES FOR TODAY’S “NEW ECONOMY”
12:00 pm | Fiorillo’s Resaurant
February 27
TAX STRATEGIES FOR TODAY’S “NEW ECONOMY”
6:00 pm | Fiorillo’s Resaurant
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One-on-One?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call or text at 408-297-9800

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