Recent Events
September & October 2024
AMA Estate and Income Planning Workshop
Fleming's steak house
Santa Clara, CA
Understanding Tax and Political Uncertainties
These workshops focused on topics pertinent to physicians that impact Retirement Income and Estate Planning, such as market forces, the election, and tax considerations as the sunset of the 2017 Tax Cuts and Jobs Act approaches.
February & March 2024
Estate and Income Planning
Fleming's steak house
Palo Alto, CA
Sunset of Jobs & Tax Cuts Act in 2025
Discover how to preserve capital, maximize wealth preservation, minimize tax consequences, and prepare for the changes coming from the sunset of the Jobs & Tax Cuts Act.
September 2023
Surviving Retirement
Fleming's steak house
Santa clara, CA
A special event for Retirees and those about to retire
The financial landscape for retirement has changed drastically over the years. Learn how Longevity, Inflation, Taxes, Healthcare, and Market Volatility may impact your retirement plans and prepare for a more secure and stable future.
August 2023
WMD vs Retirement
S27 Alehouse & Brewery, San Jose
Learn how to effectively plan your Retirement
* Gain greater exposure to equities
* Lower volatility
* Reduce the effects of inflation
* Limit the effects of income taxes.
More Events Coming Soon!
Check back later to see upcoming events!