Events for July 13, 2018

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July 2018 Chapter Meeting

Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose

Overview: Crucial Estate Planning Issues for Elders:   Powers of Attorneys, Long-Term Care Planning, and Medi-Cal Are your clients or loved ones age 60 or older, and concerned about being able […]

CFP® Ethics – July 2018

Maggiano's Little Italy (at Santana Row) 3055 Olin Ave #1000, San Jose

Ethics for CFP® Professionals will be offered after our July Chapter Meeting on Friday, July 13th.  Curt Weil, CFP® will once again be the presenter. To register for Ethics click […]