2011-2012 Calendar

September 27, 2011
Liz Kniss
Santa Clara County Supervisor
Health Care Reform – Fiscal Implications for Employers and Santa Clara County
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replica richard mille

October 18, 2011
Laura Roden
Alternative Assets: a look inside the world of venture capital, private equity, and hedge funds from the investor’s perspective
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December 6, 2011
Mary Kay Foss
IRA Planning Strategies:
How your clients can tap their retirement plan assets before age 59-1/2 and beyond
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January 24, 2012
Kristi Royse
Strategies for Enhancing Communication and Collaboration
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February 21, 2012
Sharon Kreider, CPA
Income Tax Update
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March 20, 2012
Jeanette Garretty, SVP & Wealth Advisor at Wells Fargo Private Bank
Updates on the Local and State Economy
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April 17, 2012
The New Realities of Eldercare: Helping our Aging Clients Thrive
Jeanne Barrett, Borel Private Bank and Trust and Jan Cummins, Attorney at Law
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May 22, 2012
What is a Gift? (For Gift Tax Purposes)
John Golden, Partner at Basye & GoldenRead more about the speaker>>

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