Advisor Networking Event

Hosted by

The Catholic Community Foundaiton logo

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

Berliner Cohen and Viso Insurance Services logos

three professional men talking, shaking hands

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.

    people talking and networking during the 2024 Capstone Advisor Session

    Register Now

    This event is free for all attendees thanks to the generosity of our sponsors

    Viso Insurance Services LLC

    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

      professional handshake
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