What Could You Be Overlooking? Financial Blind Spots – Lunch & Learn

Join Liberty Group & the Silicon Valley Chamber on Nov. 10 at 12 PM for a free Lunch & Learn on taxes, retirement & financial planning.
About this Event

What Could You Be Overlooking? Financial Blind Spots — 5 Things That Could Cost You More Than You RealizeJoin Liberty Group for a Lunch & Learn at the Silicon Valley Chamber of Commerce on Tuesday, November 10, 2026.
Explore how taxes, retirement income, beneficiaries, and life's unexpected turns can affect your financial plan. This session will highlight five financial blind spots that could cost you more than you realize, helping you identify important areas of your financial picture that may deserve a closer look.
The event is part of the Silicon Valley Chamber of Commerce's Tuesday referral meeting, attended by a diverse group of professionals, primarily small business owners.
Event Details

• Date: Tuesday, November 10, 2026
• Time: 12:00 PM – 1:15 PM
• Location: Silicon Valley Chamber of Commerce
• Address: 3350 Scott Blvd, Building 54, Santa Clara, CA 95054
  ABOUT LIBERTY GROUPAs a multi-generational, family-owned firm, Liberty Group brings together wealth management, tax planning, and estate planning to help individuals and families protect what they have built, prepare for what lies ahead, and make informed decisions about their financial future.We believe your financial journey should reflect what matters most to you. Through a thoughtful, personalized approach, we help you navigate life's financial decisions with greater clarity and confidence, explore your options, and align your financial strategies with your goals, values, and priorities, wherever you are in life.