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This group is for Silicon Valley professionals in the health, legal, education, or technology fields. It provides education on important financial topics such as college funding strategies, self-directed IRAs, retirement planning, tax strategies, trusts, portfolio optimization, and alternative investing approaches available to qualified investors. Presenters will be experts in their respective fields. All information will be educational - no sales pitches will be permitted.

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Recent Meetups

  • Oct 10, 2012 · 7:00 PM

    Education on Self-Directed IRAs

    19 Silicon Valley Professionals | 4.00

    Learn about self-directed IRAs - what they are, how they work, and why they might make sense as part of your retirement planning strategy.

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Founded Sep 26, 2012

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