Hosted by
Thursday, February 26
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 fellow professionals for a networking gathering tailored for those working in estate planning, individual tax, wealth management, insurance, and related fields.
Whether you’re building your career or bringing years of expertise, this event creates space to connect with peers across multiple disciplines, strengthen your professional network, and spark meaningful business relationships.
Our sponsors Berliner Cohen and Viso Insurance Services will speak as part of a brief presentation.
This event will include light refreshments.
Register Now
This event is free for all attendees thanks to the generosity of our sponsors
Thank you to the Foundation’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
- Banking
- Financial & Philanthropy Consulting
- Other advisors who work with individuals/families
Questions?
Contact Marie Galetto-Dugoni at galetto@catholiccf.org or 408.995.5219
