Investment and Tax - Educational Meetup | Pleasanton
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🚀 Finance and Tax Meetup - YEAR-END Planning
FREE Networking & Educational TAX AND FINANCE Meetup | Pleasanton
Connect • Learn • Collaborate • Grow
🪔 Finance and Tax Meetup — Happy Diwali!
Celebrate Diwali with an evening of financial education, tax planning, dinner, and networking in Pleasanton!
📅 Friday, November 6, 2026⏰ 6:00 PM–8:00 PM📍 1811 Santa Rita Rd, Suite 200, Pleasanton, CA 94566
🎤 Non-Traditional Approach to Financial SolutionsPresented by Pete Alexander
Discussion topics:• Trust deeds and first-position liens• Understanding fixed-return structures• Fees and costs• IRA, HSA, and 401(k) rollover considerations
📋 Year-End Tax Save ChecklistsPresented by Prasanna — FinloTax
Explore year-end tax planning considerations and questions to discuss with your tax professional before closing out 2026.
🤝 Connect with local professionals, introduce your business, and build referral relationships.
🍽️ Complimentary Dinner🎁 FREE Gift Packs🌟 All Are Welcome!
Bring your business cards and invite a friend. Please register so we can plan dinner and gift packs.
Hosted by Gale Ranch Financial ServicesWith FinloTax and Gale Ranch Notary
📞 Questions? Contact Govind Gopal: 925-322-3131
Educational discussion only. No individualized investment or tax advice.
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