We have a terrific program coming up, and I hope you’ll join us.
On Tuesday, June 23 at 3 PM, the Financial Forum welcomes Michael Yoshikami, Ph.D., CFP, to the Fireside Room at Gateway Clubhouse. Many of you have seen him on CNBC or heard him on CBS Radio—he’s known for making complex market trends easy to understand.
His presentation is titled: Navigating Today’s Uncertain Environment: Investment Strategies for 2026
Yoshikami is the CEO and founder of Destination Wealth Management, an independent Bay Area firm he started in 1986. With more than 40 years of experience, he brings a thoughtful, steady perspective on how to approach investing when the economic landscape feels unpredictable. He also chairs the firm’s Portfolio Strategy Committee and is the author of Your Money, Your Future.
We’ll have light refreshments, good company, and a chance to learn from someone who’s been guiding investors through changing markets for decades.
The Financial Forum is a 501(c)(3) nonprofit dedicated to helping members stay informed about wealth management, estate planning, real estate, insurance, long‑term care, elder abuse, fraud, and identity theft. Donations are always appreciated and help us continue offering high‑quality programs like this one.
To register for this event, click the Register button. For more information about the speaker or to become a member, contact Joe Hoffman at 925-954-7912.
