Overview: Topic: Apes in the ether: digital assets yesterday, today, and in your client's legacies Speaker: Mitch Mitchell, TrustandWill.com Venue: Zoom Webinar About the Speaker: Mitch is Associate Counsel of Estate Planning at Trust & Will, where he acts as an integral part of the company’s internal legal team. As an experienced estate planning and probate […]
Overview: Topic: Annual Ethics Virtual Seminar Speaker: Curt Weil, CFP® Venue: Zoom Webinar About the Speaker: N/A Cost: Members $40, Non-members $60 (late fee from Oct 8 - Members $60, Non-members $75) Registration: Click here
Overview: Topic: FAFSA Changes that WILL Impact Your Clients Speaker: Cozy Wittman, College Inside Track Venue: Zoom Webinar About the Speaker: As Education and Partnership leader at College Inside Track, Cozy Wittman speaks nationally about college search, educating families and training financial advisors and other professionals who work with families with high schoolers. College search […]
Overview: Topic: Holiday Party and Wine Tasting Venue: Maggiano's Little Italy Restaurant, 3055 Olin Ave Suite 1000, San Jose, CA 95128 Cost: Members $40, Non-members $75, Student $10 Registration: Save-The-Date
Topic: 2023 Tax Update
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
TOPIC: Investing in the Low-Carbon Leaders of the Future
Social Security Program Updates
Intentional Giving
M&A and Succession: Positioning Your Firm to Stand Out in a Crowded Market