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BOMA SV: Your 401k & Its Role In Your Long-Term Financial Health: Workshop

June 21, 2021 @ 12:00 pm 1:00 pm PDT

Rollovers. Vesting. Asset allocation. Diversification. Understanding these and other basic fundamentals of your 401k plan can help you make better informed financial decisions to maximize your 401k and set you up for long-term financial success. Join BOMA July 21 for a workshop geared towards helping you better understand your 401k options and how to make appropriate long-term financial decisions. We’ll also review the current environment and discuss tactical and strategic directions that will impact your investment experience.

Speaker 

Brian Franklin, Vice President, Financial Advisor, Financial Planning Specialist | Morgan Stanley

Experience:

2000 – Present: Morgan Stanley
Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Chartered Retirement Plans Counselor
San Jose, CA

1997 – 2000: Silicon Valley Capital Management

1992 – 1997: Bottom Line Investments

When: Wednesday, July 21, 2021 | 12:00 PM – 1:00 PM
Where: Local Office Property – Location TBD

Registration (includes lunch):

BOMA Silicon Valley Members: $25
Non-members: $45

Sponsorship Opportunities:

Event Sponsor: $500

  • Linked logo on event page and email marketing 
  • One free ticket to workshop
  • One-minute speaking opportunity at the beginning of the workshop to introduce your business and services provided

Lunch sponsor: $300 

  • Linked logo on event page and email marketing
  • One free ticket to workshop
  • Listed as the lunch gift card provider ($10 Starbucks cards) provided to the first 20 property manager attendees

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