Loading Events

« All Events

Jun 20

Unlocking Wealth: Tax Strategies & Estate Planning for Professionals

June 20 @ 11:00 am - 1:00 pm PDT

Free – $68.00

negozee Member Meetup

Join us for an exclusive event tailored to real estate industry professionals seeking to maximize their wealth and protect their assets. Gain valuable insights from industry experts in tax and estate planning, designed to elevate your financial strategies and secure your future.

Panelists
Tax Advisor – Antonio Martinez, EA
Estate Planning Attorney – Rafael Godoy
Real Estate Professional – Jessica Ceja
Insurance Professional – Edder Barcenas-Cortez

Topics
Business Succession Plan – ¿Qué sucede con su negocio si fallece?
Estate Planning – ¿Qué sucede con su propiedad despues de que fallece?
Tax Planning – Como reducir sus impuestos en 2025.

Location
Silicon Valley University: 2010 Fortune Dr. San Jose, CA 95131

Agenda
11:00am to 11:30am Bienvenidos / Networking
11:30pm to 12:30pm Panel de Expertos / Preguntas & Respuestas
12:30pm to 1:30pm Thank You / Networking / Lunch

PRICE:

Public: $68

Premium Members: $0

Not a premium member yet? Join today for $28 / month.

Premium Members

This event is included with your negoziante premium membership.

18 Going
24 remaining, 5 days left to RSVP
RSVP Here

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Public
Access to the event + lunch
$ 68.00
30 available

Details

Date:
June 20
Time:
11:00 am - 1:00 pm PDT
Cost:
Free – $68.00

Venue

Silicon Valley University
2010 Fortune Drive
San Jose, 95131 United States
+ Google Map

Responses