Financial Literacy Event Series

Join us on 26 March 2026 for an exclusive, complimentary evening in Los Gatos, focused on protecting and strengthening your financial future.

Enjoy wine and curated snack platters while three expert speakers in real estate, tax strategy, and financial law share valuable insights designed to help you build, protect, and preserve your wealth.

Speakers Include:

Douglas Barnes ESQ. Trust and Estate Planning

John Cordero SEVC. WFG. Transamerica Wealth

Eddie Garcia SVP US Bank

Michelle Puma SVP. CPA.

Seats are limited please ensure you RSVP by 20 March 2026.

E-mail: [email protected]

Phone: (408) 857 9911

Event Venue & Nearby Stays

Wine Cellar Restaurant, 50 University Avenue, Los Gatos, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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