Free Scheduled Workshops

Maximizing Your Social Security Benefits After The Bipartisan Budget Act of 2015

“When Should I Take Social Security?” is a common question asked by retirees. While a simple “Now” or “Later” proposition is fine for single people, spousal and survivor benefits are important factors for married couples in deciding the when, and ignoring them may result in leaving tens of thousands of dollars on the table. At this workshop, learn the strategies that are now available after the changes made in the Bipartisan Budget Act of 2015 to maximize social security benefits for your household.

Registration is required.

Last Minute Tax Saving Strategies for 2017

You may be able to save on your taxes if you make the right moves before the end of the year, but you need to act before December 31st.

Disinheriting the IRS from Your Retirement Accounts

Without proper planning, the IRS can be the largest beneficiary of your retirement accounts. Outside of your personal residence, your retirement accounts may very well be the largest asset group in your estate. Consequently, careful planning is critical. At this free educational workshop, you will learn strategies that may help protect your retirement savings from annihilation by the Tax Man.

Registration is required.

1040 Roadmap to Personal Financial Planning

This workshop shows you a tax-focused approach to Financial Planning. A tax-focused approach will help grow your top line, control your taxes, and protect your bottom line… so that you get to keep more of what you make. As Benjamin Franklin once said, “A penny saved is a penny earned”. Especially in today’s tax and spend environment, tax saving has taken on a new level of importance.

Registration is required.

Click to Register for Upcoming Dates & Locations

Locations and Dates

Check-in begins 15 minutes prior to start time.

Nothing scheduled at this time. Check back later for upcoming dates and locations.

Surviving The Retirement Perfect Storm

7 Financial challenges facing today’s retirees

With increasing taxes, mounting debts, the tightening of government regulations, and the ever increasing complexity of our financial system, today’s retirees face more financial challenges than ever before. At this workshop, you will learn how to navigate through today’s financial challenges to properly plan for your retirement:

  1. The Age Wave
  2. The Pension Debacle
  3. Social Security
  4. Taxes
  5. Inflation — the Invisible Foe
  6. Healthcare
  7. Investor Blunders

Registration is required.

Click to Register for Upcoming Dates & Locations

Locations and Dates

Check-in begins 15 minutes prior to start time.

Nothing scheduled at this time. Check back later for upcoming dates and locations.

Family Love Letter Workshop

What does your family need to know?

John Lau will share The Family Love Letter, a system which helps to reduce confusion and stress, preserve family relationships and provide your family with tools to carry out your wishes when you are no longer able to. This presentation addresses how you want your funeral services conducted, passwords to your computer, military benefits, information about pets and other items that have potential for family conflict.

At this free workshop, attendees will receive the Family Love Letter booklet.

Registration is required.

Click to Register for Upcoming Dates & Locations

Locations and Dates

Check-in begins 15 minutes prior to start time.

Nothing scheduled at this time. Check back later for upcoming dates and locations.

Successful Investing: Manage Risk – Maximize Returns

Professional investors typically perform better than the average investor. They do so not because of the stocks they pick nor any special tips they have, but because of how they manage risks. Learn the five risk management strategies used by professional investors to manage risk while maximizing the returns on your investments.

Registration is required.

Click to Register for Upcoming Dates & Locations

Locations and Dates

Check-in begins 15 minutes prior to start

Nothing scheduled at this time. Check back later for upcoming dates and locations.

Personal Tax Workshop-Keeping More of What You Make

This is the best time of year to start planning for 2017. In just a few weeks, you will start getting tax documents for filing your 2016 taxes. As you know, there are different tax brackets that we may fall into. Whether you pay at the high end of the tax brackets or the low end is a matter of planning. It is a matter of knowing what you can do to minimize the tax that you have to pay. So…in a sense, it is a matter of choice.

At this workshop, John Lau will show you 23 of the most overlooked strategies that may save you thousands in taxes. These strategies include tax planning for investments, tax planning for your retirement accounts, tax planning for the self-employed, as well as tax efficiency planning for selling highly appreciated assets.

Registration is required.

Click to Register for Upcoming Dates & Locations

Locations and Dates

Check-in begins 15 minutes prior to start time.

Nothing scheduled at this time. Check back later for upcoming dates and locations.