PSV: Wealth Building Webinar (Personal Finances Under Uncertain Times)
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Prospanica Silicon Valley and the SJSU Latino Alumni Network are bringing together a wealth building panel to walk us through our Personal Finances Under Uncertain Times!

8/27/2020
When: August 27
6 pm Pacific Time
Where: WEBINAR over zoom
United States
Contact: Rosario Chacon
siliconvalley.treasurer@prospanica.org


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Prospanica Silicon Valley and the SJSU Latino Alumni Network are bringing together a wealth building panel to walk us through our Personal Finances Under Uncertain Times!

 

Join us on this talk about various important current topics, including the CARES ACT and how that affects our money and choices for the current tax year and possibly the next three; real estate - the prices and demand of homes in urban and suburban areas as a large population is working from home and this may be a new normal; and whether this is a good time to refinance for homeowners!  We’ll also have one or two experts in Financial Planning to share ideas about how we can prepare our finances to position ourselves to survive, save and take opportunities in today’s new normal.

 

NOTE: All zoom links to join the webinar will be emailed within 2 hours prior to the webinar start time.  If you register 60 minutes or less before the webinar start you may or may not receive the zoom link on time to join the webinar.  It is highly recommended that you register earlier.  However, everyone registered will receive a link to the recording if one is available.

 


Moderator & Panelist:

Rosario Chacon, MBA, CFP, FBS, CLC

Financial Panner & Financial Capability Coach

https://www.linkedin.com/in/rosariochacon/

Treasurer at Prospanica Silicon Valley

 

Panelists:

 

Gregory Crofton

Wealth Manager, Tax & Financial Advisor

https://www.linkedin.com/in/gcrofton/

 

Herminia Estrella Ojeda

Financial Advisor

https://www.linkedin.com/in/herminiaojeda/

 

Carlos Padilla

Residential and Income Property Specialist

https://www.linkedin.com/in/carlospadillare/

 

Richard Ozuna

Home Mortgage Consultant

https://www.linkedin.com/in/richard-ozuna-1a6793137/