Introducing the Prosperity Pathways: Navigating Wealth Management Success, presented by Freestone Capital!

Join us for an enriching experience at our upcoming wealth management event, presented by Freestone Capital Management! This educational event will set the stage for long-term financial prosperity. We will explore essential topics related financial planning and investing, including:

• Financial Planning: Time Is On Your Side 
• Plan for Retirement: Roth vs. Traditional IRA or 401k
• Home Ownership: Balancing Debt & Equity 
• Integrating Tax Planning and Investment Management 
• New Frontiers: Navigating Innovations in Finance (Crypto, SPACs, Meme Stocks, and More)

Why attend?

• Expert Guidance: Our seasoned financial advisors bring years of experience and expertise to help you navigate complex financial landscapes.
• Interactive Workshops: Engage in interactive sessions designed to deepen your understanding and empower you to take action.
• Networking Opportunities: Connect with like-minded individuals and expand your professional network after with snacks and refreshments
• Invest in yourself. Invest in your future. Join us at Prosperity Pathways and embark on a journey towards financial freedom!

Registration fees:

• $10 members/ $20 nonmembers
• $5 members w/less than five years experience

Make an impact by being a sponsor! 

Sponsorship Opportunities:

Platinum Sponsor: $3,000

• Exclusive display table for company brochures/business cards
• Six (6) complimentary attendees to the event
• Company logo prominently on the event flier and in the chapter e-newsletter with weblink
• Company logo prominently displayed at the event
• Sponsor name tag recognition at the event
• Post-event company message sent to all attendees
• Two (2) comp tickets to Scholarship & Honorees Night and sponsorship recognition

Gold Sponsor: $1,500

• Exclusive display table for company brochures/business cards
• Four (4) complimentary attendees to the event
• Company logo prominently on the event flier and in the chapter e-newsletter with weblink
• Company logo prominently displayed at the event
• Sponsor name tag recognition at the event
• One (1) comp ticket to Scholarship & Honorees Night

Silver Sponsor: $750

• Display space for company brochures if desired
• Two (2) complimentary attendees to the event
• Company logo prominently on the event flier and in the chapter e-newsletter with weblink
• Company logo prominently displayed at the event
• Sponsor name tag recognition at the event

Bronze Sponsor: $500

• One (1) complimentary attendee to the event
• Company name prominently on the event flier and in the chapter e-newsletter with weblink
• Company name prominently displayed at the event
• Sponsor name tag recognition at the event

For more information, contact Program Manager, Tommy Thach at tommy.thach@calcpa.org or 650-522-3164

Contributions or gifts to CalCPA are not tax deductible as charitable contributions for federal income tax purposes. However, they may be deductible under other provisions of the Internal Revenue Code. Please consult your tax advisor. Net proceeds from this event will be used to support accounting students in California.