Pleasanton Financial Center is offering a personal financial planning at no cost.
Have you had a financial check up? Do you have financial goals and do you have a plan?
You will learn:
-Proper protection and asset protection
-Retirement planning and wealth building
-Tax strategy and optimization
-Risk management and insurance advice
Date:10/25/2025
Time: 10AM-12PM
Location: 7031 Koll Center Parkway, Suite 150, Pleasanton
RSVP: EMAIL Sylvia Tat @ sylviatat.wsb@gmail.com or CALL or TEXT 925-216-6122
Date and Time
Saturday Oct 25, 2025
10:00 AM - 12:00 PM PDT
Date:10/25/2025
Time: 10AM-12PM
Location
7031 Koll Center Parkway, Suite 150,
Pleasanton, CA
Fees/Admission
No cost
Contact Information
Sylvia Tat
925-216-6122 or email at
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