Financial Planning Workshop

Pleasanton Financial Center presents a Financial Planning Awareness Month workshop. Doors open at 9:45 a.m. and the workshop begins at 10:00 a.m.

Financial Planning Workshop
Saturday, October 21, 2023 at 10:00 a.m.

Financial Planning is one of the key essentials to a better Financial future. Now is a great time to make sure that you are on track to meet your short-term and long-term financial goals. 

• Budgeting
• Retirement
• Emergency Fund
• Insurance
• Tax Strategy
• Estate Planning

RSVP to Celvie Toramaya at celvie.wsb@gmail.com or text 415-964-1289. Please provide your full name, email and cell phone (to text for directions) as well as how many people will be attending. This is a free event, however the seating in the center is limited.