Events

Social Security Program Updates

Intentional Giving

M&A and Succession: Positioning Your Firm to Stand Out in a Crowded Market

Welcome Back, Income

No Meeting This Month

Topic & Speaker TBD

Invitation and more details to follow (Will be sent end of May)

Bringing back to fun & competitive summer social event.

The Far West Roundup is an informal retreat for financial planning practitioners and those intending to enter the financial planning profession. It is usually held on the campus of UC Santa Cruz. This is an informal learning environment. The Roundup is also unusual in that there are no sponsors. Most of our speakers are fellow […]

Topic: Chapter Meeting: Let's Protect Our Kids, From Being Kids. Join us for an insightful discussion on these critical aspects of estate planning and asset protection, as we empower clients to make informed decisions for their financial security and legacy preservation. Speaker: Kern Singh, Esq of Singh Law Firm