What we're about

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.

Past events (1)

Education on Self-Directed IRAs

Conference Room on 1st Floor