2026 Fall Seminar
Breakfast: Coffee and Pastries
Lunch: Catering by Verona Cucina Italiana
Speaker Line Up--more to come:
Elizabeth Moyle, Advisory Director, Ashling Partners. Will be discussing AI implementation and automation, while protecting client data.
Michael Abram, Partner/Portfolio Manager, Integral Wealth Management. Michael will be presenting on retirement distribution strategies.
Don Gaekle, Stanislaus County Assessor
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