Financial Services - Foster City, California, United States
We are a community organization that hosts and sponsors charitable events for our community. We believe in "Community Coming Together" and provide free financial education to "Protect families, provide futures and create legacies."Our educational workshops focus on the overall importance of financial planning including tax mitigation strategies, retirement, college savings, wealth management, 401k/IRA investments and rollovers, estate and legacy planning along and more.
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