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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 20, 2024

5:00p - 8:00p

Seven Trees Community Center

Hispanic Heritage Month Event

We are a group of fiduciary Financial Advisors hosting an event in San Jose to celebrate Hispanic Heritage and to promote financial empowerment within our community. This is a free event for anyone who is interested in developing their financial knowledge, working with a professional, joining our industry, or just gathering in community. 

Event Registration

Will you be able to attend this event?

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