Take the first step to

Financial Confidence

Join us for a webinar or live event and learn more about your finances.

Get financial tips from home.

Join one of our live events and webinars!

Taxes and Retirement Workshop

At this workshop we will discuss:

  • How to minimize taxes in retirement
  • Utilize financial vehicles that can reduce your tax burden and last a lifetime
  • Different approaches to help protect you against taxes on your Social Security income
  • Tools and methods available to retirees to help develop a retirement tax strategy
  • Common misconceptions about taxes in retirement

Willow Glen Community Center
2175 Lincoln Avenue, Room 3
San Jose, CA 95125
Free Parking! Free Admission!

Choose: Tuesday, June 4th or Wednesday, June 5th
Time: 6:00-7:30 PM

An Economic Update for 2024

​​​​​​​Join us for this informational live webinar featuring Eric Heckman, CFP®. During this webinar he will cover:

  • Recap of our current economy
  • Inflation and how it affects your retirement
  • What actions you should take ASAP
  • Q&A Session

You cannot afford to miss this important, free webinar!

Estate Planning and You

Join us for this information live webinar featuring Eric Heckman, CFP®. During this webinar he will cover:

  • What are the differences between wills and trusts?
  • How could LTC planning affect my estate?
  • How can I ensure that I retire successfully and efficiently transfer my assets to the next generation?
  • Q&A Session
Social Security Blueprint

Be sure to watch “Social Security Blueprint”

  • 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 massively 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!
Women’s Retirement Roadmap

Be sure to watch “Women’s Retirement Roadmap”

  • 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)
Smart Retirement Tax: Protect Your IRA and 401K NOW!

Be sure to watch “Smart Retirement Tax: Protect Your IRA and 401K NOW!”

  • Discover specific taxes you can potentially reduce or possibly eliminate with a tax-efficient strategy
  • Learn about the window of opportunity IRA & 401k owners have to leverage the Trump tax cuts for potentially lower retirement taxes
  • How will Biden’s tax plan affect you
  • Educate yourself on tax volatility planning and how to minimize it
  • Learn how the SECURE Act may have made your plans less secure
What You Need To Know BEFORE You or Your Loved Ones Pass Away – An Honest Talk For Parents and Adult Children

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.


Rather Meet

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 408-297-9800 or a text at 408-539-5735.