Nov
09
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Client Appreciation and Book Event

November 9, 2024

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5:00 pm

Villa Ragusa - 35 S Second St, Campbell, CA 95008

We are excited to extend an invitation to you and your guests to join us for an exclusive Client Appreciation Dinner celebrating you and your American Dream. Mark Matson is our special guest for the evening, and every attendee will receive a copy of his nationally bestselling book, Experiencing the American Dream.

Dec
03
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Michael's at Shoreline

December 3, 2024

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6:30 pm

2960 N Shoreline Blvd, Mountain View, CA 94043

Join us for a festive dinner and a foundational piece of our educational series.

Aug
13
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Capital Club in San Jose

We enjoyed an elegant evening with skyline views of the Silicon Valley. The education focused on staying calm and disciplined during volatile times.

Jun
07
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Teske's Germania

We enjoyed traditional German dishes while taking an in-depth look at how politics affect the stock markets.

I would like to be invited to future events.