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  • 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 event

  • 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