At Poplar Global Wealth Management LLC, we believe in giving back to the community. Our firm works alongside the California Society of CPAs to promote financial literacy in the community. We participate in expositions and events at various Bay Area locations.

We cover a range of financial topics -

  • Retirement Planning
  • Estate Planning
  • College Debt
  • Small Business Management
  • Corporate Retirement Plans
  • Senior Scams
  • ..and much more

Past Events:

July 7, 2016 - CalCPA Financial Literacy Round Table 

April 29, 2016 - Today's Senior Showcase (Belmont)

April 19,2016 - Santa Clara University Financial Literacy Event

April 19,2016 - Menlo College Industry Accountant Panel

March 22,2016 - Senior Scam Stopper

January 23,2016 - Senior Showcase Fair (Milbrae)

November 7,2016 - Financial Planning Day in San Francisco

January 31, 2015 - Senior Expo

October 5,2014 - Hillsdale Baby Expo


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