Events

Recent Events

September & October 2024

AMA Estate and Income Planning Workshop

Fleming's steak house
Santa Clara, CA

Preparing for the sunset of the Tax Cuts & Jobs Act in 2025

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. Discussions are tailored to provide actionable insights, options, and facilitate informed decision-making in estate and retirement planning. 

 

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!