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“Goals-Based Planning:
Plan Like Your Future Depends on It” RSVP

Goals-Based Planning

Wednesday, November 15th, 8:00 – 9:30 a.m.
at the Silicon Valley Capital Club
50 West San Fernando, San Jose, CA 95113

Check-in & breakfast: 8:00 a.m.
Presentation: 8:30 a.m.

Join Plancorp and BrightPlan, two partner Registered Investment Advisor firms, to learn how accessible comprehensive fianncial planning can be. Our Wealth Managers will cover the following:

• What is the latest on tax reform, and how could it affect me?
• How can I develop a strategic plan for income taxes?
• What is evidence-based investing, and could it work for me?
• How can I achieve financial independence?
• What is the best way to plan for my family’s financial future?
• Are my current investments tied to my life goals?
• How can I be sure my family would be taken care of if something happened to me?

Guests are always welcome (please just note on the form to the right). You will not need a ticket, as long as you have registered. We hope to see you there!

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