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
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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, Mar 19, 2010
12.00 pm - 1.30 pm |
Panel Discussion: Building a Practice: So…..How Do I Find Clients? |
Santa Clara |
Brown Bag Meetings
|
Fri, Apr 16, 2010
12.00 pm - 1.30 pm |
No April Brown Bag Meeting Planned |
- |
Brown Bag Meetings
|
Fri, May 21, 2010
12.00 pm - 1.30 pm |
Could You or Your Clients Benefit from a Roth Conversion in 2010? |
Palo Alto, CA |
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
|
Fri, Aug 20, 2010
|
No August Brown Bag Meeting |
- |
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, Nov 19, 2010
12.00 pm - 1.30 pm |
Update on Grantor Retained Annuity Trusts |
San Jose (Near San Jose Airport) |
Brown Bag Meetings
|
Fri, Dec 17, 2010
|
No December Brown Bag Meeting |
- |
Brown Bag Meetings
|
Fri, Jan 21, 2011
12.00 pm - 1.30 pm |
Basics of Annuities: Planning for Income Needs |
San Jose (Near San Jose Airport) |
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, May 20, 2011
12.00 pm - 1.30 pm |
Advanced Roth IRA Planning |
Palo Alto, CA |
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, Sep 23, 2011
12.00 pm - 1.30 pm |
What To Do When Your Expiration Date Comes: End of Life Planning |
- |
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
|
Tue, Nov 15, 2011
12.00 pm - 1.30 pm |
Beyond the Money: Keys to a Fulfilling Retirement |
Cupertino |
Brown Bag Meetings
|
Fri, Dec 16, 2011
12.00 pm - 1.30 pm |
No Meeting Scheduled |
San Jose (Rose Garden Area) |
Brown Bag Meetings
|
Fri, Jan 20, 2012
12.00 pm - 1.30 pm |
Ethical Challenges of Client Non-Compliance |
San Jose (Rose Garden Area) |
Brown Bag Meetings
|
Fri, Feb 17, 2012
12.00 pm - 1.30 pm |
Insurance Reviews: What You Need to Know to Help Your Clients |
San Jose (Rose Garden Area) |
Brown Bag Meetings
|
Fri, May 18, 2012
12.00 pm - 1.30 pm |
Alternative Investments: Strategies For An Uncertain World |
San Jose (Rose Garden Area) |
Brown Bag Meetings
|
Wed, Jun 20, 2012
12.00 pm - 1.30 pm |
Dealing with Difficult Clients: A Primer |
San Jose (Rose Garden Area) |
Brown Bag Meetings
|
Wed, Jul 18, 2012
12.00 pm - 1.30 pm |
Divorce and Real Estate: Knowing Your Client Options |
San Jose (Rose Garden Area) |
Brown Bag Meetings
|
Fri, Aug 24, 2012
12.00 pm - 1.30 pm |
Helping Your Clients Boost Their Success With Small Business Administration Loans |
San Jose (Rose Garden Area) |
Brown Bag Meetings
|
Fri, Sep 21, 2012
12.00 pm - 1.30 pm |
Tax Saving Tips for Small Businesses BB |
UCSC Extension in Silicon Valley |
Brown Bag Meetings
|
Fri, Oct 19, 2012
12.00 pm - 1.30 pm |
Reverse Mortgages - What You Need to Know to Help Your Clients |
San Jose - Near Valley Fair |
Brown Bag Meetings
|
Fri, Nov 16, 2012
12.00 pm - 1.30 pm |
Planning for Registered Domestic Partners - What You Need to Know |
San Jose - Near Valley Fair |
Brown Bag Meetings
|
Thu, Jan 24, 2013
12.00 pm - 1.30 pm |
Retirement Strategies Seminar |
San Jose - Near Valley Fair |
Brown Bag Meetings
|
Fri, Feb 15, 2013
12.00 pm - 1.30 pm |
Real Estate Investments in Diversified Portfolios |
San Jose - Near Valley Fair |
Brown Bag Meetings
|
Fri, Mar 15, 2013
12.00 pm - 1.30 pm |
Strategies for Communicating and Working with Overspending Clients |
San Jose - Near Valley Fair |
Brown Bag Meetings
|
Fri, Apr 19, 2013
- Fri, Apr 19, 2013
|
April Brown Bag Lunch Meeting |
- |
Brown Bag Meetings
|