About us
Join us for a complimentary educational discussion about general financial topics including budgeting, saving, retirement basics, and common tax considerations.
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This event is intended for informational purposes only. No financial products will be offered or sold.
COMPLIMENTARY SNACKS & DRINKS
You're Invited!
Join us for an educational discussion of general financial topics including budgeting, saving, retirement planning, and insurance concepts.
No specific products will be offered or sold at the seminar.
Tax Planning Concepts for 2026
Ask a financial professional questions: better understand common tax considerations.
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Turn tax season into a financial opportunity: learn simple strategies to better understand common tax considerations.
Discover overlooked tax moves for 2026 that could help you identify planning considerations for the coming year.
LOCATION
DATE & TIME
Bar & Bean Fusion
March 19, 2026
1 Polk Street
6:30 PM - 8:30 PM
San Francisco, CA 94102
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