Kauffman Wealth Management is dedicated to helping clients gain insights and comfort with their financial affairs. And keeping clients engaged is a top priority.
Every January, KWM clients gather for our annual client education breakfast at Caltech’s Athenaeum. Clients hear Mitchell Kauffman provide a state of the economy and a variety of renowned financial and non-financial guest speakers are showcased. Below is the itinerary from this year’s event, featuring a variety of topics that address not just the financial but safeguards, health and social interests.
Interested in attending a future event? Please call Kelly Smith at (626) 795-6874 or email her at KellyS@KauffmanWM.com.
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