Hosted by
Monday, February 3
4:30 pm – 6:30 pm
10 S. Almaden Blvd, San Jose
4th Floor Meeting Space
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Sponsored by
Event Description
Join the Catholic Community Foundation and your peers for an exclusive networking event designed for professionals in estate planning, individual tax, wealth management, insurance, and related industries.
Whether you’re just starting your career or are a seasoned expert, this event offers the perfect opportunity to connect with colleagues across a variety of professions, discuss emerging trends in your field and in philanthropy, expand your network, and foster valuable business relationships.
Our sponsors Jim Cashman from Berliner Cohen and Greg Vaughan from Morgan Stanley will speak as part of a brief presentation at approximately 5:30pm.
This event will include light refreshments.
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This event is free for all attendees thanks to the generosity of our sponsors
545 Group
Thank you to the Foundaiton's Advisor Steering Committee for helping make this event a success.
See the full list of our Steering Committee >>
Interested in joining the Foundation's ASC? Contact Marie Galetto-Dugoni at galetto@catholiccf.org
Invite your Colleauges!
Please extend an invitation to this event to your colleagues in the following advisory fields:
- Estate Planning
- Individual Tax
- Wealth Mangement
- Insurance
- Financial & Philanthropy Consulting
- Other advisors who work with individuals/families
Questions?
Contact Marie Galetto-Dugoni at galetto@catholiccf.org or 408.995.5219
