Change Location × San Jose

    Recent Locations

      Wealth Summit 2019 in Milpitas


      • Wealth Summit 2019 Photo #1
      1 of 1
      December 8, 2019

      Sunday  10:00 AM

      525 Los Coches Street
      Milpitas, California

      Map
      Performers:
      • No Performers Listed
      EVENT DETAILS
      Wealth Summit 2019

      2019 Wealth Summit Our Biggest Event of the Year Dec 8th (Sunday) FULL DAY LIVE EVENT  SNACKS & LUNCH INCLUDED Join us for ONE SUNDAY to see how you can SAVE thousands of dollars. Sanjiv Gupta CPA will talk about many strategies you can apply to reduce your taxable income and a Finance Advisor will help you navigate the rough waters of investing.    Many vendors will also join to help you fill up your SAVING Bucket this year.   Agenda: 8:30 am to 9:30 am - Networking & Breakfast 9:30 am to 12:30 - Year-End Tax Planning 12:30 to 1:30 - Vendor Introduction and Lunch 1:30 to 2:00 pm - Financial Planning 2:00 pm to 4 pm - Foreign Income and Assets Reporting 4:00 pm to 6 pm -  Questions & Answers 6:00 pm to 8 pm - Snacks & Networking        

      Categories: Business & Networking

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.