Discover Your Financial Journey
Details
Change Your Financial Future: Leverage Financial Planning
Scared of lay-offs? Governmental shut-downs? Possible recession? Interest rates lowering? What can we do now to protect us and our retirement. Now is the time to be serious about our financial choices.
In a time of crazy pricing inflation, shifting economic rules, and evolving industries with AI, understanding your finances is no longer optional, it’s essential.
Join us for one of our smaller events at our local office open to attendees across the bay area. This session will be covering expert advice from our financial organization comprised of over 400 different offices!
You’ll learn:
Key insights of the evolving financial industry to get ahead of your retirement and protect your investments.
Food will be provided!
🧠 What You’ll Gain:
- An understanding of why financial planning is important
- Real strategies you can apply immediately
- Access to tools, resources, and mentorship
📍 When: 8:45AM - 11:30AM PST
💻 Where: 7031 Koll Center Pkwy, Suite 150, Pleasanton, 94566, CA
🎙️ Hosted by: Pleasanton Financial Center
Here you can aim to strengthen and optimize your understanding of finance, explore a new career path, or simply learn what’s changing in this industry; this event is for you.