The Financial Forum welcomes Tim Kallas, Michelle Aubrey, and JoJo Cresci at 10 AM in the Fireside Room at Gateway Clubhouse on Friday December 15th. Their topic will be end-of-the-year tax planning and charitable giving.
Tim Kallas is the Regional Vice president for Mercer Advisors. Tim graduated from Cal Poly Pomona with a degree in Business. He served as an Infantry Officer in the US Army.
JoJo Cresci holds a master’s degrees from the London School of Economics and the University of Southern California. Forbes named her one of the Best-in-State Wealth Advisors for three consecutive years. Michelle Aubrey is a Senior Manager of Charitable Consulting at Schwab Charitable.
Michelle received her BA in International Business and Spanish from Seattle University and her MBA from Santa Clara University. She supports Global Partnerships, a Seattle-based non-profit organization that provides micro-loans to communities in Central and South America.
The Financial Forum is a 501 (C)3 whose mission is to educate its members in all finance matters, including wealth management, estate planning, insurance, real estate, long-term health care, fraud prevention and identity theft. Its activities include monthly lectures, chat groups, movies, Market Moguls Investment Club, and quarterly Schwab workshops. Donations are welcomed and greatly appreciated.
This Schwab quarterly workshop hosted by Senior VP Ming Chen will offer a continental breakfast from Panera Bread. Please register by clicking the Register button. For more information on the speakers or how to become a member, please contact Joe Hoffman at 925-954-7912.
