Category Archives for "Video"

Jan 23

What Does the SECURE Act Mean For Your Retirement Account?

By Amy Hsiao

Are you concerned about how your retirement account will pass on to your loved ones with the best tax income results (i.e., they’ll pay the least amount of income taxes) and in a manner that protects what you’ve worked hard for against lawsuits, creditors, or future divorce? Do you  expect to have more than $100,000 […]

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Jan 13

You’re invited to our latest “Lunch and Learn” event

By Amy Hsiao

Businesswomen often have to juggle between their business, family, and children. How do you keep the balance between your business and family while protecting your assets?  Join us on Thursday, January 23 at our “Lunch and Learn” educational seminar to find out. After attending, you’ll walk away with tips every businesswomen/owner should know.   This event will be […]

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Dec 26

Happy Holiday Season 2019

By Amy Hsiao

Happy Holidays from our team to your family! We hope that you and yours are able to spend lots of quality time together while you enjoy the great holiday meals and festivities that are sure to come. As always, if you have any questions for us, don’t hesitate to react out. We are here to […]

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