The Financial Forum welcomes Ming Chen, Vice President of Charles Schwab, on Friday, December 12, at 10 AM in the Fireside Room, featuring three distinguished speakers:
- Son Chau, Chartered Advisor in Philanthropy (CAP), doctoral candidate at Indiana University’s Lilly Family School of Philanthropy
- Rebecca Fu, Certified Financial Planner and wealth advisor
- Kalyani Chandra, Tax, Trust & Estate specialist, former Ninth Circuit staff attorney and IRS technical advisor
Their topics: Year-End Charitable & Estate Planning, and Market Update
Gain valuable insights to help you close the year with confidence and clarity.
Register now by clicking on the Register button.
For speaker details or membership info, contact Joe Hoffman at 925-954-7912
A continental breakfast will be served.
The Financial Forum is a 501(c)(3) nonprofit dedicated to financial education in estate planning, wealth management, insurance, real estate, elder abuse, fraud, and identity theft. Donations are welcome and greatly appreciated.
