Investment and Tax - Educational Meetup | Pleasanton
Join us in Pleasanton for a Diwali-themed finance and tax meetup featuring financial education, year-end tax planning insights, networking, complimentary dinner, and free gift packs
Schedule
- Nov 6, 2026 at 6:00 PM
Gale Ranch Financial Services, Pleasanton
Timezone: America/Los_Angeles
Admission: Free
1811 Santa Rita Rd, Suite 200, Pleasanton, CA, 94566
About this event
Celebrate Diwali with an evening of learning, networking, and community at the Finance & Tax Meetup in Pleasanton.
This special event brings together professionals and community members for educational discussions on financial solutions and year-end tax planning.
Featured Sessions
Pete Alexander
Non-Traditional Approach to Financial Solutions
Topics include:
Trust deeds & first-position liens
Understanding fixed-return structures
Fees & costs
IRA, HSA & 401(k) rollover considerations
Prasanna – FinloTax
Year-End Tax Save Checklists
Helpful insights to prepare for year-end tax planning.
What to Expect
Business networking
Introductions
Referrals
Complimentary dinner
Free gift packs
Diwali celebration atmosphere
All are welcome. Invite your friends and bring your business cards.
Important Note
Educational discussion only. No individualized investment or tax advice.
Hosted by
Amara Financial Services
With FinloTax & Gale Ranch Notary
Organizer
Amara Financial Services