Personal Financial Planning Free Workshop

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