Cover Image for Back To Fundamentals: Financial Strategies For Every Family
Cover Image for Back To Fundamentals: Financial Strategies For Every Family
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Back To Fundamentals: Financial Strategies For Every Family

Hosted by Walt Thinfen
Registration
Past Event
Welcome! To join the event, please register below.
About Event

​Back To Fundamentals: Financial Strategies for Every Family
πŸ“… Date: Saturday, April 26, 2025
πŸ•™ Time: 10:00 AM (PST)
🎀 Speaker: Xiaoying Gu
πŸ“ Location: Β 6700 Koll Center Pkwy, Suite #160-P, Pleasanton, CA 94566(Join in-person in Pleasanton or online via Zoom)

​
πŸ”’ Open to the Public β€” Registration Required

​Join us for an eye-opening seminar designed to help families take control of their financial future with confidence and clarity. Led by financial expert Xiaoying Gu, this session will cover essential strategies to protect your assets, reduce taxes, avoid probate, and build a strong financial legacy for your loved ones.

​Whether you’re planning for retirement, safeguarding your estate, or simply want to be better prepared for life’s financial challenges β€” this event is for you.

β€‹βœ… Learn how to avoid costly financial mistakes
βœ… Understand the difference between wills and trusts
βœ… Discover tax-saving opportunities for your family
βœ… Protect what matters most

​Spaces are limited β€” register today to reserve your spot!

Location
6700 Koll Center Pkwy suite 160 p
Pleasanton, CA 94566, USA
Hosted By