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San Ramon|Local Event

Free Workshop | Financial Blind Spots Every Family Should Know

Free Workshop | Financial Blind Spots Every Family Should Know

Event Details

Danville Library - Contra Costa County Library, 400 Front St, Danville, CA, 94526
More info here

What if the greatest risk to your family's financial future isn't something you're doing wrong? What if it's something you simply can't see?

You can have a thoughtful financial plan, experienced advisors, and a clear vision for your future—and still have important risks hiding in plain sight.

As your financial life becomes more complex, gaps can emerge. And even excellent advice, when delivered in isolation, may leave blind spots behind.

Join us for our upcoming educational workshop where you’ll discover six common financial blind spots that can put families at risk and learn practical ways to identify potential gaps in your own financial life.

This workshop is for you if you:

  • Want to protect what you've worked hard to build
  • Want to reduce risks your family may not see
  • Want your wealth and values to have the impact you intend
  • Want to bring more clarity, coordination, and confidence to your financial life

Registration is free and required. Register here: content.rscapital.com/reg-financial-blind-spots-danville-library-9-15-2026

Disclosure:

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”). © 2026 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.

Securities offered through Fortune Financial Services, LLC. Member FINRA/SIPC. Robertson Stephens Wealth Management, LLC and Fortune Financial Services, LLC are separate entities and are not affiliated.

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