Broker Check

Events

We are firm believers in "knowledge is power".

So we share most of our valuable knowledge in our seminars. Please bookmark and check our events page periodically -- Informative events updated every month.

If you would like a tailored solution to your specific situation, feel free to schedule a time with us.

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Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 1, 2023

3:00p - 4:00p

Zoom Webinar

January 25, 2023

3:00p - 4:00p

Zoom Webinar

January 11, 2023

3:00p - 4:00p

Zoom Webinar

Economic Outlook 2023

Inflation has peaked but is still high; Fed continues to raise rate; Upcoming recession is on the table. What are we expecting in 2023? What can we invest in with the current and future environment?

December 14, 2022

3:00p - 4:00p

Zoom Webinar

Bond Investment 101

60/40 equity/bond asset allocation performance; Why we don’t recommend bond fund; Terminologies in bond investing, e.g., yield to maturity; Key considerations to invest in bond

December 7, 2022

3:00p - 4:00p

Zoom Webinar

What You Should Do Before 12/31 to Save Tax

12/31 is right around the corner. If you are looking for a last kick to your tax planning before 2022 ends, this is the webinar you should listen. By covering various year-end tax saving strategies for your retirement plans, company benefits and investment accounts, we hope you will complete your year without regret.

November 16, 2022

3:00p - 4:00p

Zoom Webinar

Small Business Owner Benefit Seminar

Topics covered include: Company Tax Saving & Benefit, Business Protection and Succession Plan, Business Owner’s Asset Protection

November 9, 2022

3:00p - 4:00p

Zoom Webinar

Retirement Plans – 2022 Annual Review & 2023 Projections

Zhihua Liu, the president of LIU Actuarial Consulting Services, Inc. is going to discuss the following topics: 2022 and 2023 Retirement Plan Annual Limits; How Does the Current Economic Environment Impact My Plans; What to Look for as a Plan Sponsor; State Mandated Retirement Plans

November 8, 2022

2:00p - 3:00p

Zoom Webinar

Stockholder Event: BREIT’s Positioning in an Inflationary Environment

Join us for an upcoming stockholder event with Jon Gray, Blackstone President and COO, and Nadeem Meghji, Head of Real Estate Americas. Disclaimer: this event is held by Blackstone and it is open to the public. 

November 2, 2022

3:00p - 4:00p

Zoom Webinar

Bond Investment 101

We are hosting an online seminar on bond investment 101 under today’s volatile market.

October 26, 2022

3:00p - 4:00p

Zoom Webinar

Life Insurance Seminar

We will host an online seminar on how to use life insurance to protect yourself and your loved ones. Please use the link for registration.

October 19, 2022

3:00p - 4:00p

Zoom Webinar

Estate Planning Seminar II: How to pass assets to your loved ones in a tax-efficient manner when you’re not around

Topics covered include: Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation; Strategies to avoid probate / protects privacy / avoid estate tax; Overview of popular trust setups and concepts; Advanced gifting strategies and wealth transfer tools/vehicles; Sophisticated wealth transfer strategies for non-US Citizens

October 12, 2022

3:00p - 4:00p

Zoom Webinar

Estate Planning Seminar I: How to protect your loved ones financially when you are not around

Topics covered include: Asset protection strategies and beneficiary designation rules; Living trust, irrevocable trust, insurance, any other planning vehicles; Strategies to avoid probate / protects privacy / avoid estate tax; Common mistakes & case studies

October 5, 2022

3:00p - 4:00p

Zoom Webinar

Inflation Reduction Act (IRA) Seminar

Topics covered include: What is in the IRA? Who will be affected by the bill? Tax implications on individuals; Is IRA going to achieve its goal?

September 28, 2022

3:00p - 4:00p

Zoom Webinar

Inflation Reduction Act (IRA) Seminar

On August 16th, 2022, Biden’s tax reform has been officially signed into law, which is named Inflation Reduction Act (IRA). We would like to invite you with us to examine the details and the impact of this bill in a webinar this week.

September 21, 2022

3:00p - 4:00p

Zoom Webinar

529 plan, College Savings and Education planning

Basic concept and tax benefit of a 529 plan; How to choose a 529 plan; Advanced Gifting & Estate Planning with 529; Overlooked 529 funding strategies/rules

August 24, 2022

3:00p - 4:00p

Zoom Webinar

Annuity Webinar

Topics covered include: Available retirement plan options; Pros and Cons of annuities; Who is suitable for annuities; Considerations before Annuity purchase

August 17, 2022

3:00p - 4:00p

Zoom Webinar

Investment Tax Consideration and Strategies webinar

Topics covered include: Investment tax and planning opportunities for high income families; Investment vehicles with favorable tax treatment; Common mistakes in investment tax reporting and filing.

August 10, 2022

3:00p - 4:00p

Zoom Webinar

Individual Retirement Account (IRA) tax optimization strategies

Topics covered include: Types of IRA; The different tax impacts of each IRA plan; Strategies for best utilizing IRA plans with tax efficiency

August 3, 2022

3:00p - 4:00p

Zoom Webinar

401(k) Plan’s Tax Optimization Strategies

Topics covered include: Types of 401(k) plans; The different tax impacts of each 401K plan; Strategies for best utilizing 401(k) plans with tax efficiency

July 27, 2022

3:00p - 4:00p

Zoom Webinar

Tax Planning Strategies during Market Declines

Investment Tax Overview; Tax loss harvesting; Reduce concentrated stock positions; Roth IRA conversion; 529 super funding; Life insurance over funding; Gifting

July 20, 2022

3:00p - 4:00p

Zoom Webinar

2022 Mid-Year Economic & Market Outlook

Inflation is high  Yields are still low  Purchasing power is diminished as real rates are negative ; Will interest rate continue to rise?  Will equity market continue to tank?  * The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

July 13, 2022

3:00p - 4:00p

Zoom Webinar

US Real Estate Market Outlook and Real Estate Offerings at Starwood

A Webinar on US real estate market outlook and real estate offerings at Starwood.  * Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained. * Starwood REIT Advisors, LLC is not affiliated with LPL Financial and Taurus Financial.

June 30, 2022

3:00p - 4:00p

Zoom Webinar

Investment Tax Consideration and Strategies

Investment tax and planning opportunities for high income families; Investment vehicles with favorable tax treatment; Common mistakes in investment tax reporting and filing

June 22, 2022

3:00p - 4:00p

Zoom Webinar

Business Owner Tax Consideration/Planning

Typical tax planning areas for business owners; Impact from state mandated retirement plan and 2026 TCJA tax law sunset; Tax strategies that can be adopted at different business life cycles

June 16, 2022

3:00p - 4:00p

Zoom Webinar

IRA Seminar

Types of IRA; The different tax impacts of each IRA; Strategies for best utilizing IRAs with tax efficiency

June 9, 2022

3:00p - 4:00p

Zoom Webinar

401(k) Seminar

Types of 401(k) plans; The different tax impacts of each 401(k) plan; Strategies for best utilizing 401(k) plans with tax efficiency

June 2, 2022

3:00p - 4:00p

Zoom Webinar

US real estate market outlook and Blackstone Real Estate Income Trust

US real estate market outlook and Blackstone Real Estate Income Trust

May 25, 2022

3:00p - 4:00p

Zoom Webinar

529 Plan Seminar

Topics: Basic concept and tax benefit of a 529 plan; How to choose a 529 plan; Advanced Gifting & Estate Planning with 529; Overlooked 529 funding strategies/rules

May 19, 2022

3:00p - 4:00p

Zoom Webinar

Long Term Care Insurance

Topics: What is Long Term Care insurance? What does Long Term Care insurance cover? Who need Long Term Care insurance? Different Long Term Care solutions and Key considerations in comparing Long Term Care policies

May 12, 2022

3:00p - 4:00p

Zoom Webinar

US real estate market outlook and Blackstone Real Estate Income Trust

US real estate market outlook and Blackstone Real Estate Income Trust

May 5, 2022

3:00p - 4:00p

Zoom Webinar

Investing in A Rising Rate Environment

After more than a decade of historically low or falling interest rates, today’s rising rate environment may be unfamiliar to many investors. Indeed, many of the fixed income and equity investment strategies that worked so well during a sustained bull market may not be as effective. That’s why we believe investors need a new playbook to help them identify solutions as interest rates begin to climb.

April 27, 2022

3:00p - 4:00p

Zoom Webinar

How to prevent Tax-return errors with equity comp and equity sales

Topics include Common Tax-Return Mistakes for RSU and Stock Option; Tax Return Review Case Study; Stock Compensation Valuation, Risk, and Opportunity Cost Analysis; Tax Optimization Strategies - Risk Mitigation and Hedging Solutions

April 23, 2022

8:00p - 9:00p

Zoom Webinar

How to navigate volatile markets in 2022 and how do institutions hedge risk? Fireside chat with Esther Yang

Topics includes: How do institution investors hedge risk? What hedging vehicles are used by institutions? Current inflationary and geopolitical pressures and their impact on the structure of investment portfolios over the short-term, medium-term, and long-term; Key takeaways for building more resilient portfolios

April 20, 2022

3:00p - 4:00p

Zoom Webinar

Estate planning seminar II: How to pass assets to your loved ones in a tax-efficient manner when you are not around

Topics include Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation; Strategies to avoid probate / protects privacy / avoid estate tax; Overview of popular trust setups and concepts; Advanced gifting strategies and wealth transfer tools/vehicles; Sophisticated wealth transfer strategies for non-US Citizens

April 14, 2022

3:00p - 4:00p

Zoom Webinar

Estate planning seminar I: How to protect your loved ones financially when you are not around

Topics include Asset protection strategies and beneficiary designation rules, living trust, irrevocable trust, insurance, any other planning vehicles, Strategies to avoid probate / protects privacy / avoid estate tax, Common mistakes & case studies

April 6, 2022

3:00p - 4:00p

Zoom Webinar

529 plan, College savings and Education planning

Topics included: Basic concept and tax benefit of a 529 plan; How to choose a 529 plan; Advanced Gifting & Estate Planning with 529; Overlooked 529 funding strategies/rules

March 30, 2022

3:00p - 4:00p

Zoom Webinar

Life Insurance seminar

Topics include: How do I compare different life insurance products? What type of insurance is suitable for me? How much coverage amount do I need? Shall I purchase term insurance from my employer or from external agents?

March 24, 2022

3:00p - 4:00p

Zoom Webinar

How to Protect Your Loved Ones Financially When You Are Not Around

Topics covered include: Asset protection strategies and beneficiary designation rules, Living trust, irrevocable trust, insurance, any other planning vehicles, Strategies to avoid probate / protects privacy / avoid estate tax, Common mistakes & case studies

March 18, 2022

3:00p - 4:00p

Zoom Webinar

Preventing Tax-Return Errors with stock comp and stock sales

Topics include: Common Tax-Return Mistakes for RSU and Stock Option, Tax Return Review Case Study, Stock Compensation Valuation, Risk, and Opportunity Cost Analysis, Tax Optimization Strategies, Risk Mitigation and Hedging Solutions.

March 16, 2022

3:00p - 4:00p

Zoom Webinar

IRA seminar

Topics include: Types of IRA, Backdoor IRA and Mega Backdoor IRA, IRA related tax reporting

March 9, 2022

3:00p - 4:00p

Zoom Webinar

401(k) Plan Seminar for Employees

Topics covered include: 401k plan basics, Different tax impacts of each 401K plan, Strategies for utilizing 401K plans with tax efficiency

Event Registration