Past Seminars/Workshops


  • 8/7  Lunch & Learn: Smart Tax and Asset Protection Planning for Realtors and Real Estate Investors

  • 6/13 U.S. Estate & Tax Planning Seminar (Hong Kong): Protecting Your California Assets – sponsored by GFM Asset Management

  • 4/11 Lunch & Learn:  Asset Protection and Estate Planning for Business Owners

  • 3/4 Lunch & Learn: Asset Protection and Estate Planning for Business Owners (Mountain View Public Library)

  • 2/13 Getting Started with Financial Planning: Panel Discussion (Sunnyvale Public Library)

  • 2/11 Techniques to Help Deal with Real Estate Partners and Investors (Sunnyvale Public Library)


  • Overview of Tax Savings Strategies (Transamerica Financial Group)

  • Common Pitfalls and Tax Traps for Real Estate Investors (Mountain View Chamber of Commerce)

  • Debunking the Myths of Asset Protection and Estate Planning (Milpitas Chamber of Commerce, Northern California Rheumatology Society)

  • Why Estate Planning Matters (Milpitas Chamber of Commerce)

  • Integration of Estate Planning and Financial Planning (Milpitas Chamber of Commerce)

  • Asset Protection for Small Business Owners (Milpitas Chamber of Commerce)

  • Hidden Risks: Avoiding Common Estate Planning Mistakes (Mountain View Public Library)