Broker Check
13 July
Mountain View California onsite seminar


Topics covered include: 

  • IRA and 401k strategies
  • Estate planning
  • Investment tax considerations and strategies
  • Equity compensation and concentrated positions diversification

Disclosure: This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal


Date and Time

Sat, Jul 13, 2024

2:00p - 5:00p PST


Mountain View

340 E Middlefield Rd
Mountain View , CA 07302
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Event Registration