Financial Growth & Networking Luncheon
Overview
Join us for a focused networking lunch designed specifically for professionals who want to expand their networks, share insights, and explore practical strategies for financial planning, retirement, tax optimization, and business growth-all while making a positive community impact.
What you'll gain:
- Quick, actionable insights on financial strategy, retirement planning, tax reduction, and business strategy
- Practical tips for turning conversations into collaborations
- A broadened professional network with meaningful connections
- A sense of community and opportunities to contribute to mutual success
About the speakers:
Jessica McMillan started Finance because she found a passion for helping people in fields that don’t offer retirement plans. She specializes in working with business owners and restaurant workers, recognizing that these individuals need guidance and education to build the wealth they deserve. Jessica understands that money is an energy and that it deserves respect, and mindful treatment.
She collaborates with the community and cares deeply about the people who work on her team. Now, more than ever, she emphasizes the need for support and education to help people feel secure about their retirement and their futures.
Nico Spann has helped countless individuals secure their financial goals for their families, their futures, and their biggest dreams.
He’s been an exceptional mentor in the financial services industry.
Nico is knowledgeable, thoughtful, and uses his expertise to help you create what you truly want financially. He’s a devoted husband and an all-around good person.
He understands the transformative power of education when it comes to taxes, retirement, and debt.
Good to know
Highlights
- 1 hour 15 minutes
- all ages
- In person
- Paid parking
- Doors at 11:30 AM
Refund Policy
Location
coLAB
427 Mendocino Avenue
#Suite 100 Santa Rosa, CA 95401
How do you want to get there?
Frequently asked questions
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