Live Events
You’re invited to join us at our next live event!
The Psychology of Retirement Movie Event
Join us for an engaging evening at our Psychology of Retirement Movie Event series, where we explore the emotional and personal side of retirement through thought-provoking film and discussion. Whether you’re preparing for retirement or already enjoying it, these events are designed to inspire meaningful conversations about purpose, lifestyle, and the next chapter of life. Click Here To RSVP!
Bring a friend and join us for an insightful and enjoyable evening!
Upcoming Event Dates:
• Tuesday, June 9th at 6:30 PM-Santa Clara, CA
• Tuesday, July 14th at 6:30 PM-TBA
• Wednesday, October 7th at 6:30 PM-Campbell, CA
• Tuesday, November 17th at 6:30 PM Santa Clara, CA
Client Appreciation Party
Join us for an afternoon of fun, connection, and celebration at our Client Appreciation Party on September 12 at 12:00 PM! We’re grateful for the opportunity to serve you and would love to spend time together outside the office. Enjoy great food, exciting conversations, and a special day dedicated to our amazing clients. We can’t wait to celebrate with you! “Invitation Only”
The WealthCreator Social Club
Hey Clients! Come have some fun with us! Bring a friend and join us in the Wealth Creator Education Room for Lunch and Learn activities!*
• 7/8 12:00-1:30 PM Adult Coloring & Coffee Hour
• 8/5 12:00-1:30 PM Vision Board Workshop
• 9/9 12:00-1:30 PM Body Scrubs
• 10/14 12:00-1:30 PM Succulent Pumpkins
• 11/18 12:00-1:30 PM Charcuterie Board Class
• 12/9 12:00-1:30 PM Mini-Gingerbread House Decorating
*Topic subject to change without notice. Please RSVP by the 1st of each month to guarantee your spot!
Client Holiday Celebration
Celebrate the season with us at our Client Holiday Celebration on December 5 at 6:30 PM! Enjoy an evening filled with holiday cheer, festive fun, and great company as we come together to celebrate another wonderful year. We look forward to sharing this special night with our valued clients and friends. “Invitation Only”
Webinars Access our informative webinars at your convenience! Here are the key topics we focus on:
- Understanding why Social Security is the first step to creating an income plan
- Make a plan for retirement income AFTER you’ve determined your ideal claiming strategy
- Learn the creative timing strategies that could help married couples
- Learn what you MUST KNOW about Social Security before making a claiming decision
- Learn strategies that could substantially reduce the taxes you’ll owe in retirement
- Learn the dangers of following “general” Social Security advice
- Learn the opportunities available to you if you’re divorced or are a surviving spouse
- And more!
- Learn why income planning for women may be even more important than it is for men
- Find out the common Social Security mistakes to avoid (and 4 things you should know before claiming benefits)
- Identify major issues the death of a spouse can cause if you are not prepared
- Discover how you could increase your Social Security benefit by up to 132% (without working part-time)
- Discover specific taxes you can potentially reduce or possibly eliminate with a tax-efficient strategy
- Educate yourself on tax volatility planning and how to minimize it
- Learn how the SECURE Act may have made your plans less secure
When you or someone you love passes away, someone has to settle the financial affairs, but do you know what can happen to you, your spouse or adult children financially? This honest talk is designed to arm you with the information you need during one of the hardest times, before you need it so you can plan properly. Please share this webinar with your loved ones so that they too can prepare for what is needed.