May Networking Breakfast
About the Event
Start your day with great connections, valuable insights, and a delicious breakfast at our upcoming Networking Breakfast! This month, we’re excited to welcome Nicole Albrecht, Rob Britton, and Matt Anderson—three experienced financial professionals sharing smart strategies to help you grow, manage, and protect your wealth. From tax planning and investment diversification to market resilience and long-term confidence, this session is packed with practical, actionable tips to help you take control of your financial future.This Month’s Special Feature:
- "Smart Money Moves" This month, we’re joined by Nicole Albrecht of Elite Tax Partners, Rob Britton of Everplan Wealth, and Matt Anderson, Senior Wealth Advisor and financial educator, for a powerful session on how to build, protect, and maximize your wealth. From diversifying investments and minimizing risk to managing taxes, rebalancing for better performance, and developing smart withdrawal strategies—this expert trio will share practical, actionable insights to help you make your money work smarter, not harder. Whether you’re just starting your financial journey or looking to refine your approach, this session will equip you with the tools to take confident control of your financial future.
- Networking Opportunities: Connect with fellow business professionals and community leaders from various industries. Build relationships, discuss collaboration opportunities, and expand your business network.
- Promote Your Business: Bring a door prize for our raffle and get your business noticed! This is a great way to showcase your products or services to a captive audience.
- Level Up Your Financial Strategy: Learn actionable tips to grow and protect your wealth—from smart investing and tax planning to reducing risk and maximizing long-term success.

Date and Time
Thursday May 8, 2025
7:30 AM - 9:00 AM PDT
Fees/Admission
Pre-Registration: $20/Members & $30/Non-Members OR it's $30/Member & $40/ Non-Member at the door.
Please note, the pre-registration discount will be applied at checkout if purchased prior to 7:30 am the day of
Contact Information
Maritza Santoyo
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