Start 2026 with bigger goals

Be a part of our national fight for financial literacy!

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 our last national big event of 2025 open to attendees across the bay area. This session will be covering expert advice from diverse professionals from all over U.S. and Canada

You’ll learn:
Key insights of proper financial planning to leverage knowledge to get ahead of your retirement and protect your investments.

🧠 What You’ll Gain:

• An understanding of how the financial industry is shifting and why it matters
• Real strategies you can apply immediately
• Access to tools, resources, and mentorship

📍 When: 9:00AM - 1:00PM PST
💻 Where: 7031 Koll Center Pkwy, Suite 150, Pleasanton, 94566, CA
🎙️ Hosted by: Pleasanton Financial Center

Here you can aim to strengthen your understanding of the financial industry, explore a new career path, or simply learn what’s changing; this event is for you.