FREE Event - Investment and Tax - Educational Meetup | Pleasanton

Name: FREE Event - Investment and Tax - Educational Meetup | Pleasanton
Start: 2026-11-07T02:00:00+00:00
End: 2026-11-07T04:00:00+00:00
Location: 1811 Santa Rita Rd suite 200

Friday 6 November 2026, 18:00

Venue time (Los Angeles)

1811 Santa Rita Rd suite 200 · Directions

Friday 6 November 2026, 18:00Venue time (Los Angeles)

Friday 6 November 202618:00 · Venue time (Los Angeles)

1811 Santa Rita Rd suite 200Directions

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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.