Workshop

Fleming's Steakhouse - Palo Alto

180 El Camino Real Ste. G-2 (2 Stanford Shopping Center)
Palo Alto, CA 94304

Date / Time

• Option 1: Tuesday, 10/24/2023 at 6:30pm

  Option 2: Thursday, 10/26/2023 at 6:30pm

Sheri Pan, CFP® practitioner, is a Registered Representative with, and securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA & SIPC.  Sheri earned a Master’s degree in Taxation from Golden Gate University. 

_{*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.}