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Schools

Building Your Financial Powerhouse

In a small group setting, explore your financial past and envision your abundant future. With your partner, discuss tools and techniques for achieving your financial goals.

Some topics include:

- Family Money Genealogy

Find out what's happening in Milpitasfor free with the latest updates from Patch.

- Writing a Mission Statement

- The Budget Process

Find out what's happening in Milpitasfor free with the latest updates from Patch.

- Roles in the Relationship (Who says "NO"!)

Hosted by:

- Karen Hahn, CPA, CVA

- Judy Davidson, LMFT (family therapist)

- Dorothy Whitman, financial advisor

RSVP: Karen Hahn, 408-263-8888

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