SeminarRetire Without Regrets : Preserve Your Income and Legacy
主辦
主辦 選擇場次2 場可選
Irvine
09/19/2026 (週六)10:00 上午 - 12:00 中午 (PDT)
Irvine Office500 Technology Dr. STE 300
Irvine, CA 92618, Irvine, California
免費
您將學到
A smarter approach to Retirement Income & Estate Planning
Protect your assets with a living trust.
Build reliable retirement income.
Preserve your legacy for the next generation.
Walk confidently towards your future through estate planning and tax strategies.
活動詳情
時間10:00 上午 - 12:00 中午 (PDT)
日期09/19/2026 (週六)
地點Irvine Office
Select your preferred session from the dropdown, click “Join Now,” and complete registration in 30 seconds. Limited seats! A confirmation email with your admission QR code will be sent.
地點
Irvine Office500 Technology Dr. STE 300
Irvine, CA 92618, Irvine, California
票務資訊--
注意事項--
相關主題認識講師
Mike Kuan
CPA, CFP®️, EAMike Kuan, CPA and CFP®, EA helps individuals with estate, financial, and tax planning, offering trusted advice and optimized strategies. An IRS-enrolled agent and Realtor®, he combines deep financial knowledge with creative solutions. Mike holds a doctoral degree in Medicine and has studied at three top-100 universities. Recognized for his wealth management expertise, he has been featured in business publications. Outside work, he enjoys squash, NBA, and history.
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