The office will be closed December 25 and 26 to celebrate the holidays
January 2009
The office will be closed January 1 to celebrate the new year.
February 2009
February 5: Financial Wellness Information Session at the Creekside Inn Palo Alto
February 2009: Clients and Friends event information coming soon*
April 2009
April 2009: Clients and Friends event information coming soon*
June 2009
June 10, 2009: Brian Wong speaking about teaching your children about money and financial planning at Foster City Mother’s Club. Check out their website: http://www.fostercitymothersclub.org/
Clients and Friends event information coming soon*
* If you are interested in attending Brian Clients' and their Friend's Events please contact Jessica at (650) 349-2274 ext 104 for more information.
2008 Events
Saturday, June 7, 2008: Client and Friends Cocktail Party at Bourbon and Branch. Check out their website: http://www.bourbonandbranch.com/
Thursday, June 19, 2008: Brian Wong speaking with Alene M. Frankel about Special Needs Trusts and Financial Planning at Wings Learning Center. Check out their website: http://www.wingslearningcenter.org/
July 2008
Sunday, July 18, 2008: New Song Church: Brian will be speaking to the Hannah's Haven group about Special Needs Planning and Education Funding. Check out their website: http://www.hannahshaven.org/
