Wealth Management Workshop
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Prospanica Silicon Valley will bring together four Personal Financial professionals in a Personal Financial workshop to discuss some aspects of financial planning that would help you discern your priorities and your plan of action.

10/25/2018
When: October 25
6:00 pm
Where: Akamai Technologies
3355 Scott Blvd
Santa Clara, California  95054
United States
Contact: Rosario Chacon
siliconvalley.finance@prospanica.org


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Financial Planning is an important concern for today’s professionals.  We live in times in which education is heavily dependent on debt, housing prices are astronomical, childcare expenses are exorbitant, and yet, we need to put away our own earnings today for our retirement income tomorrow… but where do we start when it comes to planning our finances? 

Prospanica Silicon Valley will bring together four Personal Financial professionals in a Personal Financial workshop to discuss some aspects of financial planning that would help you discern your priorities and your plan of action. Money management is only one piece of financial planning; other elements of your personal finances you might not think of on an everyday basis are: How do we protect ourselves and our families if the breadwinner falls ill or suffers an accident? Who is there in my world that I can trust to make decisions while I can’t? How much is enough during my retirement?

This is a great opportunity to refresh and expand your knowledge towards your next step(s) of financial success for you and your family:

  • Budgeting and debt management
  • Investments
  • Risk Management
  • Estate Planning
  • Taxes