San Jose (Rose Garden Area) - Archive

City:: San Jose
State:: CA
Country:

Date	Title	Venue	Event Type
Fri, Jan 15, 2010 12.00 pm - 1.30 pm	Understanding the Tax Life Cycle of A Real Estate Investment - Kent Noard, CFP®, EA	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Feb 19, 2010 12.00 pm - 1.30 pm	College Panic: What you can do to help families with kids about to go to college - David Beck	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Jun 18, 2010 12.00 pm - 1.30 pm	What Impact Does the Pension Protection Act of 2006 Have on Long Term Care Insurance Funding?	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Jul 16, 2010 12.00 pm - 1.30 pm	CalSTERs and CalPERS: Understanding Public Employee Retirement Benefits	San Jose (Rose Garden Area)	Brown Bag Meetings
Thu, Sep 16, 2010 12.00 pm - 1.30 pm	Social Security for Dual Income Couples	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Oct 22, 2010 12.00 pm - 1.30 pm	Updates on 1031 Exchanges and Other Real Estate Exit Strategies	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Feb 18, 2011 12.00 pm - 1.30 pm	Eldercare at Home: What are the Options?	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Mar 18, 2011 12.00 pm - 1.30 pm	Options - One Tool in the Financial Planner’s Toolkit	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Apr 22, 2011 12.00 pm - 1.30 pm	Marketing Solutions for Growth	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Jun 24, 2011 12.00 pm - 1.30 pm	Best Practices in CRM Technology	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Jul 22, 2011 12.00 pm - 1.30 pm	Credit Scores and Credit Repair: What You Need to Know	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Aug 26, 2011 12.00 pm - 1.30 pm	Mortgage Acceleration Strategies	San Jose (Rose Garden Area)	Brown Bag Meetings
Fri, Oct 21, 2011 12.00 pm - 1.30 pm	Special Needs Trusts and Conservatorship: What You Need to Know	San Jose (Rose Garden Area)	Brown Bag Meetings
Sat, Oct 29, 2011 10.00 am - 5.00 pm	Silicon Valley Financial Planning Day	San Jose (Rose Garden Area)	Pro Bono Events
Fri, Dec 16, 2011 12.00 pm - 1.30 pm	No Meeting Scheduled	San Jose (Rose Garden Area)	Brown Bag Meetings

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Past Brown Bag Meetings

02-17 | | Insurance Reviews: What You Need to Know to Help Your Clie...
01-20 | | Ethical Challenges of Client Non-Compliance
12-16 | | No Meeting Scheduled
11-15 | | Beyond the Money: Keys to a Fulfilling Retirement
10-21 | | Special Needs Trusts and Conservatorship: What You Need to ...
09-23 | | What To Do When Your Expiration Date Comes: End of Life Pla...
08-26 | | Mortgage Acceleration Strategies
07-22 | | Credit Scores and Credit Repair: What You Need to Know
06-24 | | Best Practices in CRM Technology
05-20 | | Advanced Roth IRA Planning
04-22 | | Marketing Solutions for Growth
03-18 | | Options - One Tool in the Financial Planner’s Toolkit