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The voice of the financial planning profession in Silicon Valley and the premier resource to its members, the public and other professionals.

Silicon Valley
Joined July 2014
LEARN MORE & RSVP for our events! conta.cc/42cZbIh
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Upcoming events - April, May, & June 2023: LEARN MORE: conta.cc/3lZdyzP
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READ MORE & REGISTER FOR UPCOMING EVENTS: conta.cc/3EJnrYA
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REGISTER OR SAVE-THE-DATE FOR THESE UPCOMING EVENTS: conta.cc/3DyE5cL
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UPCOMING REGIONAL QUARTERLY EVENTS: conta.cc/3ufK8hh
Click here to see the full calendar: conta.cc/3sNaKpd
October 14 Chapter Webinar Topic: Apes in the ether: digital assets yesterday, today, and in your client's legacies LEARN MORE: conta.cc/3L7sowd
Pro Bono Opportunity- Saratoga Library Financial Planning Day- October 8th Virtual sessions 10-12 and 1-3. LEARN MORE: conta.cc/3QR3KS5
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What you need to know about the future of Real Estate and how it will impact you MORE DETAILS & REGISTER HERE: events.constantcontact.com/r…
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