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CLIENT EDUCATION SERIES - 2006
Please join us for any of our CLIENT EDUCATION SEMINARS
These monthly seminars are FREE FOR OUR CLIENTS.
Non-client guests will be charged a $20 fee per class to attend.
If demand for a class is high, clients will be given preference over guests.
YOU MUST RSVP TO ENSURE THAT YOUR PLACE IS RESERVED 650.691.9450
Monday November 6th 6:00 - 7:30 PM
ADVANCED SEMINAR - CREATIVE WAYS THAT PEOPLE HAVE USED THEIR SELF DIRECTED IRA AND ROTH SOLO 401(K) ACCOUNTS TO BUILD WEALTH Abbreviated version of seminar offered on September 9th. How to use your IRA funds and old 401(k) accounts to invest in nontraditional investments such as to purchase a franchise or business, to invest in real estate, to lend funds, purchase partnership interests and more. Some of the creative ways that people have used their self directed IRAs and 401k funds build wealth.
Location: The Masonic Hall, 890 Church St., Mtn View, 94041.
Light appetizers/soft drinks will be served.
Monday December 4th 6:00 - 7:30 PM
LEARN ABOUT THE CALIFORNIA TRANSFER OF PROPERTY TAX BASE VALUE
How California homeowners over 55 can use a once-per-lifetime transfer of the county property tax base of their primary residence to either move within the
state or to transfer the property to their family without an increase
in property tax. This can save many thousands of dollars over time
by avoiding larger property taxes. Recommended for all California
homeowner clients over 50, and for those with family over 55 who are
already planning to or who may be willing to transfer title to them.
Location: The Masonic Hall, 890 Church St., Mtn View, 94041. Light appetizers/soft drinks will be served.
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