KCAL Presents: Personal Finance Seminar Series

KCAL Presents:

Personal Finance Seminar Series

Find new ways to plan for your future!
Learn more about investment and financial management in these upcoming seminars!

Living Trust Seminar

Wednesday, August 7 || 2:00PM - 4:00PM || Irvine
Thursday, August 15 || 2:00PM - 4:00PM || Hacienda Heights

Differences between a trust and a will
Asset protection vs. privacy as it relates to a living trust
Tax benefits and considerations when assets pass through living trust
Living trust roles and responsibilities
Planning for future generations (e.g., specific bequests, distribution timing, dynastic planning)

*Attendees are subject to conditions. Registration is required to attend.

Property Rights & Important Homeowner Related Insurance

Wednesday, August 22 || 2:00PM - 4:00PM || Hacienda Heights

Home Warranty, Title Insurance, Property & Casualty Insurance, Earthquake Insurance, and Natural Hazard Disclosure
Earthquake Risk Assessment

*Attendees are subject to conditions. Registration is required to attend.

Past Seminars

Estate Planning

Thursday, July 11 10:30AM - 1:00PM

Have you started estate planning?

• Everything you should know about estate planning and estate tax
• Overseas asset management
• Guide to living trust

Wednesday, July 10 10:30AM - 1:00PM

Prepare early for your children's college education!

• How to prepare and save for your children's college tuition
• Analysis of the advantages and disadvantages of various education fund plans

Retirement Planning & Social Security Benefits

Friday, June 7, 10:30AM - 1:00PM

It's never too early to start planning your retirement! It's better to start earlier than later!

• Everything you should know about collecting Social Security benefits
• The importance of starting your retirement savings plan early
• Financial management for retirement
• Financial planning for post-retirement

Thursday, June 6, 2:30PM - 4:30PM

Review your retirement plan!
Your ideal retirement life is achievable!

• Things you might not know about buying a home
• How to not run out of money in retirement, step by step tax planning
• Retirement for foreign nationals
• How your retirement plan can help you save on taxes
• Tax deductions for various industries professions
• Types of insurance Americans typically buy

Tax Issues of Transferring Overseas Assets to the US

Tax Issues of Annuity, Life Insurance, and Trust

Thursday, August 1 || 2:00PM - 4:00PM || Irvine
Thursday, August 8 || 2:00PM - 4:00PM || Hacienda Heights

*Attendees are subject to conditions. Registration is required to attend.

Stay tuned! More seminars coming soon!
Feel free to call 626.333.1111 for more information.

Advanced Wealth Management

• Retirement Financial Planning 101
• Available Retirement Accounts with Tax Benefits
• Trust Fund and Estate Planning

Investing in Real Estate - Beginner

• CA Housing Market Forecast
• Deciding When is the Best Time to Buy Property
• How to Invest in Real Estate
• No Income Check Mortgage
• Tips to Get Approved for a Higher Loan Amount

Investing in Real Estate - Advanced

• Mortgage Interest Rates Forecast
• CA Housing Marketing Forecast
• Best Places to Invest in CA Real Estate Market

First Time Home Buyers

• CA First Time Home Buyer Programs
• No Income Check Mortgage
• Mortgage for Non-U.S. Citizens
• Tips for Finding the Best Mortgage Broker
• Top Mortgage Lenders Comparison