Financial Planning Basics presentation
Schedule
Sat, 07 Mar, 2026 at 11:00 am
UTC-08:00Location
350 W 6th St, Gilroy, CA, United States, California 95020 | Gilroy, CA
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Financial planning is a strategic roadmap to manage your money effectively and achieve specific life goals, from short-term aims like building an emergency fund to long-term objectives such as retirement. The basic process involves several key components that work together to build financial security. Learn strategies to help increase your savings, minimize taxes and build a more secure future for yourself and your loved ones.All are welcome. No registration needed. English presentation at 11am and Spanish presentation at 11:30am.
After the presentation we will host individual consultations with a Certified Financial Planner®. Register for a free personal consultation in English or Spanish at https://tinyurl.com/4xs9jy79
Presented by / Presentado por Claudia Deras, Registered Investment Advisor and member of the Financial Planning Association® (FPA) of Silicon Valley.
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Aprenda a administrar su dinero para alcanzar sus metas en la vida, tanto a corto como a largo plazo. Varios componentes clave tienen que trabajar en conjunto para construir la seguridad financiera. Aprenda y aproveche de estrategias para aumentar sus ahorros, minimizar los impuestos y construir un futuro más seguro para usted y sus seres queridos. No se requiere inscripción. Todos están invitados a este taller bilingüe gratuito.
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Where is it happening?
350 W 6th St, Gilroy, CA, United States, California 95020Event Location & Nearby Stays:
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