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Protect Your Assets – Dinner Workshop


3905 Rivermark Plaza
Santa Clara, CA 95054 United States



March 19


6:30 pm - 8:30 pm

Topics of discussion will include: 

  • Income Planning: Learn what income you can count on (Social Security maximization, pensions, distribution planning).
  • Investment Planning: Learn about appropriate risk management strategies that can enhance your return while mitigating risk.
  • Tax Planning: Discover tax strategies that, when implemented correctly, can help you minimize what you pay to Uncle Sam.
  • If you have rental properties, find out how to protect yourself from Gov. Newsom’s new AB 1482, now the law, which is the “nation’s strongest statewide renter protections” before it’s too late!

Most of our clients want to learn ways to increase income, reduce taxes and not run out of money while minimizing market risk and unnecessary fees. This information program addresses the facts…the good, the bad and the small print. You will learn how to avoid the most common mistakes to help make sound financial decisions.

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