Free Scheduled Workshops

Now offered in Dublin, Pleasanton, San Ramon, San Mateo, Foster City, and Mountain View,
in collaboration with local libraries, Financial Aptitude Training, and California Society of CPAs.

Check back for additional workshops that will be added soon. For questions or more information call 650.401.4663.

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.

Click to Register for Upcoming Dates & Locations

Locations and Dates

Mountain View Library, March 27, 2018 WORKSHOP CANCELLED DUE TO LIBRARY CONSTRUCTION

Check-in begins 15 minutes prior to start time.

San Mateo Public Library, April 19, 2018 @ 6:30 to 8:00pm

Check-in begins at 6:00pm

Tax Cuts and Jobs Act of 2017 – Law, explanation and analysis

The President signed the Tax Cuts and Jobs Act of 2017 bill into law on December 22, 2017, making it the most substantial tax reform in recent years. There are new winners and losers under the tax law, and tax planning is now more important than ever before.

Join me at this free workshop presentation where I will review the new laws and how you may jump start your tax savings in 2018 with new planning strategies to take advantage of them.

John Lau is a Certified Financial Planner™, CPA, with a M.S. in taxation.

Registration is required.

Click to Register for Upcoming Dates & Locations

Locations and Dates

Check-in begins 15 minutes prior to start time.

March 7, 2018  1:00-2:30pm @ San Mateo Public Library
For Business & Rental Property Owners

March 14, 2018  2:00-3:30pm @ Dublin Library
For Business & Rental Property Owners

March 19, 2018 6:30-8:00pm @ Foster City Library

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.

February 28, 2018  6:00PM-7:30PM @ Dublin Library

1040 Roadmap to Wealth Building and Tax Savings

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

Nothing scheduled at this time. Check back later for updates.

Check-in begins 15 minutes prior to start time.

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.

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.