Phone: 480-706-0177

Email: harold_wong@hotmail.com

Events Prior to 2022
2023 Events
2024 Events
2022 - 2022

  • Six Strategies to Double Your Retirement Income & Slash Taxes

    Date 10/18/2022 6:00 pm - 8:30 pm
    Calendar Dr. Wong's Events

    Six Strategies to Double Your Retirement Income & Slash Taxes

    Confused about social security rules? Worried about running out of money in retirement? Looking for tax-cutting options? Want more money for bucket list dreams? Negative economic news and harsh tax laws are looming. Come to learn proven methods for maximizing retirement income, minimizing Wall Street risk, and cutting taxes.

    1. Proven ways to double social security and retirement income.
    2. Why waiting until 70 to take Social Security is a $1 million-dollar decision?
    3. How a Private Pension, Real Estate or Equipment Leasing can yield 2-5 times what banks, bonds, and stock dividends pay.
    4. Why your IRA or 401(k) is a ticking time bomb.
    5. How a Roth IRA Conversion can create over one million dollars in wealth.
    6. Advanced methods for cutting income taxes on wages and retirement income.

    Please, no stockbrokers, financial planners, or insurance agents at this workshop. This event is best suited for those who owe $10,000+ in taxes.

    Location: Power Ranch
    In the Carriage House
    4546 East Haven Crest
    Gilbert, AZ 85297

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph D in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Incredible Tax Eliminating Strategies You Never Heard Of (CANCELLED)

    06/11/2022 10:00 am - 2:00 pm
    Dr. Wong's Events

    Discover the totally legal, “millionaire strategies” saving hundreds of people thousands of dollars in taxes.

    Learn which unique tax-cutting methods and income-building action plans will help you battle the increased food and gas costs depleting your budget. If that new car or upscale home is now out of reach due to inflation, Dr. Wong’s
    methods will help you alleviate your financial woes and increase future income. You will learn:

    • How to save $10-$50,000+ income tax in 2022 and recover taxes paid in 2021
    • Which government tax credits can save you money while helping the environment
    • Tax-cutting secrets of the mega-wealthy you can use
    • How to convert to a ROTH IRA and pay no federal income tax
    • What innovative solar technology can reduce your taxes and generate annual income

    10:00 – Noon Seminar

    12:15 – 1:30 Free Catered Lunch with Q & A during lunch

    Location: Hyatt Place
    Chandler Fashion Center
    3535 W. Chandler Blvd.
    Chandler, AZ 85226

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Women and Money: Your Guide to Financial Freedom

    05/14/2022 10:00 am - 1:00 pm
    Dr. Wong's Events

    Women and Money: Your Guide to Financial Freedom

    Private Event- Residents Only.

    Whether you are single, married, divorced, or widowed, understanding where your money goes and how it grows will help you eliminate money worries; take control of your financial future; and protect your nest egg. Diamonds aren’t a girl’s best friend but financial and tax knowledge is. In this seminar Dr. Wong will uncomplicate money matters and teach you:

    • Why a man is not a financial plan
    • How to create a larger income you can’t outlive
    • Tips for lowering stock market risk
    • Simple strategies to reduce your taxes
    • Proven methods to double your retirement income
    • How being too generous to your kids can endanger your retirement
    • Special financial protections for the divorced or widowed
    • Ways to tell if your financial advisor is an expert or simply a salesman

    Location: Province Town Hall

    20942 Province Parkway
    Maricopa, AZ 85138

    10:00am – 1:00pm Seminar

    12:00 pm: Free Lunch served by Helen's Kitchen

    RSVP with Province Lifestyle Director.

    Province is a gated age 55+ restricted community in Maricopa, AZ. This is a private event for the residents of Province. However, non-residents may be invited on a limited basis and members of the public who are interested in attending should contact Dr. Wong directly at (480) 706-0177 or This email address is being protected from spambots. You need JavaScript enabled to view it..

    Dr. Harold Wong is a respected tax advisor and financial educator who enjoys teaching his expert strategies for retiring early and happy without Wall Street risk. He earned his Ph.D. in Economics from UC Berkeley in 1974 and passed the National CPA exam in 1979. Dr. Wong has appeared on over 400 TV and radio programs where over one million people heard his message. His extensive published writings and research on investments, the economy, and taxes have been distributed to over 2100 newspapers nationwide.

    In his 40 years as a member of the National Speaker’s Association, he has educated thousands of CPAs, realtors, financial agents, medical professionals, business owners, and retirees. He’s often funny and never boring. Dr. Wong is not a salesman for Wall Street products but an expert that will help you safely maximize your retirement income, reduce investment risk, and cut taxes.

     

  • Roth IRA Conversions: Tax-Free at Any Age!

    05/07/2022 10:00 am - 2:00 pm
    Dr. Wong's Events

    Confused about the benefits of the Roth IRA? Wondering if a Roth Conversion is right for you? Want to save tons of taxes & increase your retirement nest egg? With taxes rising and the economy in flux there few ways left to reduce your taxable income and safely grow your money. Learn how to use the Roth IRA to your advantage to maximize your income and finance your bucket list dreams. Dr. Harold Wong will use his 40 years of financial knowledge and experience to show you how to:

    • Create unlimited Roth IRA conversions without ANY earned income
    • Receive unlimited earnings with NO tax for you or your spouse with a Roth IRA
    • NO Required Minimum Distributions with a Roth IRA
    • Give your children an inheritance with 10 years of tax free growth
    • Turn a $200,000 Roth IRA into $2 Million more net worth for your family
    • Use advanced strategies to eliminate taxes from high income wages, business profits, real estate and stocks

     

    Location: Hyatt Place
    Chandler Fashion Center
    3535 W. Chandler Blvd.
    Chandler, AZ 85226

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Roth IRA Conversions: Tax-Free at Any Age!

    04/30/2022 10:30 am - 12:30 pm
    Dr. Wong's Events

    Confused about the benefits of the Roth IRA? Wondering if a Roth Conversion is right for you? Want to save tons of taxes & increase your retirement nest egg? With taxes rising and the economy in flux there few ways left to reduce your taxable income and safely grow your money. Learn how to use the Roth IRA to your advantage to maximize your income and finance your bucket list dreams. Dr. Harold Wong will use his 40 years of financial knowledge and experience to show you how to:

    • Create unlimited Roth IRA conversions without ANY earned income
    • Receive unlimited earnings with NO tax for you or your spouse with a Roth IRA
    • NO Required Minimum Distributions with a Roth IRA
    • Give your children an inheritance with 10 years of tax free growth
    • Turn a $200,000 Roth IRA into $2 Million more net worth for your family
    • Use advanced strategies to eliminate taxes from high income wages, business profits, real estate and stocks

    10:30 - 12:30 Seminar

    12:30 Q & A Time

    Location: Desert Foothills Library

    38443 N. Schoolhouse Road
    Cave Creek, AZ 85331

     

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Roth IRA Conversions: Tax-Free at Any Age!

    03/26/2022 10:00 am - 2:00 pm
    Dr. Wong's Events

    Confused about the benefits of the Roth IRA? Wondering if a Roth Conversion is right for you? Want to save tons of taxes & increase your retirement nest egg? With taxes rising and the economy in flux there few ways left to reduce your taxable income and safely grow your money. Learn how to use the Roth IRA to your advantage to maximize your income and finance your bucket list dreams. Dr. Harold Wong will use his 40 years of financial knowledge and experience to show you how to:

    • Create unlimited Roth IRA conversions without ANY earned income
    • Receive unlimited earnings with NO tax for you or your spouse with a Roth IRA
    • NO Required Minimum Distributions with a Roth IRA
    • Give your children an inheritance with 10 years of tax free growth
    • Turn a $200,000 Roth IRA into $2 Million more net worth for your family
    • Use advanced strategies to eliminate taxes from high income wages, business profits, real estate and stocks

     

    Location: Hyatt Place
    Chandler Fashion Center
    3535 W. Chandler Blvd.
    Chandler, AZ 85226

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Six Strategies to Double Your Retirement Income & Slash Taxes

    03/15/2022 11:00 am - 1:00 pm
    Dr. Wong's Events

    Six Strategies to Double Your Retirement Income & Slash Taxes

    Confused about social security rules? Worried about running out of money in retirement? Looking for tax-cutting options? Want more money for bucket list dreams? Negative economic news and harsh tax laws are looming. Come to learn proven methods for maximizing retirement income, minimizing Wall Street risk, and cutting taxes.

    1. Proven ways to double social security and retirement income.
    2. Why waiting until 70 to take Social Security is a $1 million-dollar decision?
    3. How a Private Pension, Real Estate or Equipment Leasing can yield 2-5 times what banks, bonds, and stock dividends pay.
    4. Why your IRA or 401(k) is a ticking time bomb.
    5. How a Roth IRA Conversion can create over one million dollars in wealth.
    6. Advanced methods for cutting income taxes on wages and retirement income.

    10:00 – Noon Seminar, 12:15 – 1:30 Free Lunch

    Please, no stockbrokers, financial planners, or insurance agents at this workshop. This event is best suited for those who owe $10,000+ in taxes.

    Location: Sun City Grand Learning
    Sun City Grand
    19781 N. Remington Drive
    Surprise, AZ 85374

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph D in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Smart Ways to Protect Your Hard-Earned Money

    03/10/2022 9:30 am - 11:00 am
    Dr. Wong's Events

    Smart Ways to Protect Your Hard-Earned Money

    It took years of hard work, sacrifice and planning to save your retirement nest egg. What steps are you taking to keep your money safe? Frauds and scams are rampant; inflation can slowly whittle it away; the fluctuating economy makes the financial future uncertain; and a few wrong decisions could totally wipe out your life savings. Dr. Wong will discuss how to protect your money and investments including:

    • Steps to protect yourself from biased financial advisors
    • Why seniors fall victim to investment fraud
    • How to prevent inflation from reducing your nest egg
    • Ways to avoid the next bond and stock market collapse
    • Simple strategies for reducing or eliminating taxes
    • Planning for medical and long-term care expenses

    Senior Lunch & Learn.

    Location: PORA Sun City West

    13815 Camino Del Sol
    Sun City West, AZ 85375

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Secure Your Financial Future: Lessons from Warren Buffett

    03/07/2022 6:00 pm - 8:00 pm
    Dr. Wong's Events

    This American business magnate is considered one of the most successful investors in the world. He is the world’s tenth wealthiest person with a net worth over 105 billion dollars. His lifestyle is simple, his rules about money are profound and his common-sense principles can help you build personal wealth. In this seminar you will discover:

    1. Buffett’s two most important rules on money?
    2. Why do 99% of stock market investors violate Buffett’s Rules on Money?
    3. How the Buffett Index determine whether a stock is overpriced or underpriced?
    4. Buffett’s 3 Best Investments ever
    5. How Warren Buffett pays a lower tax rate than his secretary?
    6. How the average person can implement the Warren Buffet Rules of Money
    7. Buffett’s philosophy on why buying real estate is a path to wealth

    Location: SunCity West Investment Club
    RH Johnson Lecture Hall
    19803 N RH Johnson Blvd.
    Sun City West, AZ 85375

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph D in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Meet and Greet

    02/28/2022 7:45 am
    Dr. Wong's Events

    Meet and Greet

    Have a 15 minute chat with Dr. Wong over coffee and donuts.

    Location: Lost Dutchman RV Resort

    400 N Plaza Drive
    Apache Junction, AZ 85120

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

    02/26/2022 10:00 am - 2:00 pm
    Dr. Wong's Events

    Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

    Optimizing your IRA by taking advantage of these rarely used advanced IRA strategies can provide tremendous benefits for your financial future. A Roth IRA conversion can allow unlimited earnings for you, your spouse, and your grandkids. The multi-generational IRA can multiply income 2-3 times for your heirs. A self-directed IRA can provide lucrative alternative investment opportunities. Dr. Wong will draw on his 40 years of experience to explain:

    1. Why traditional IRAs and 401ks are a ticking tax time-bomb!
    2. How to do Roth IRA Conversions and pay no federal income tax
    3. How the economic opportunity cost/benefit of a Roth Conversion can add millions of net wealth to your portfolio
    4. How a $200,000 Roth IRA conversion can create $2,385,014 More Net Wealth
    5. How the SECURE Act has substantially limited the benefits of Multi-Generational IRAs
    6. How Self-Directed IRAs help you strategically invest in Real Estate & other alternatives.
    7. How to pay as little as zero tax on income or gains over $100,000
    8. Why understanding Advanced IRA Strategies will help you save taxes; reduce Wall Street risk; and enjoy a higher retirement income.

    10:00 – Noon Seminar, 12:15 – 1:30 Free Lunch

    Please, no stockbrokers, financial planners, or insurance agents at this workshop. This event is best suited for those who owe $10,000+ in taxes.

    Location: Hyatt Place
    Chandler Fashion Center
    3535 W. Chandler Blvd.
    Chandler, AZ 85226

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • How You Can Retire 5-15 Years Earlier

    02/24/2022 6:00 pm - 8:00 pm
    Dr. Wong's Events

    How You Can Retire 5-15 Years Earlier

    Are we having fun yet? Are you worried about student debt, increased competition, wealth accumulation or lower insurance reimbursements? Did you know up to 24% of dentists are forced to retire early due to disability? Whether you love your current business status, or are dreaming of an early retirement, now is the time to start planning to Retire Early and Happy! In this session you will learn:
    1. Common sense financial strategies for growing wealth
    2. Proven methods for maximizing retirement income
    3. The best tax saving options that help you retire early
    4. Which retirement plan produces the most tax reductions?
    5. How to protect against Wall Street downturns
    6. The rules of money according to Warren Buffet
    7. How you can optimize Risk vs. Return with Real Estate
    8. Lucrative alternative investments to increase retirement wealth.

    This is a private event for members only

    Location: Steinberg Dental Study Group

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Strategies to Sell Your Real Estate and Pay No Capital Gains Tax

    02/23/2022 11:00 am - 4:00 pm
    Dr. Wong's Events

    Strategies to Sell Your Real Estate and Pay No Capital Gains Tax

    Learn how to utilize the powerful and proven IRS Tax saving strategies used by the richest investors in the country. Sell your real estate and realize significant gains without worrying about replacement properties. Discover how to retain more profit and increase gains by up to 30%. You will leave understanding:

    1. What motivates owners to sell their real estate properties
    2. How much capital gains tax will you pay under the new Biden Tax proposals?
    3. Why executing a Section 1031 Exchange is not as easy as you might think
    4. Why real estate investors classified as "dealers" are not eligible for most tax benefits afforded to normal real estate investors
    5. The advantages and pitfalls of using Rockefeller Trust planning for once-in-a-lifetime cashing out of your properties
    6. How using solar business investment tax credits and Section 179 expensing can be a powerful way to eliminate taxes from income and profits.

    This event is exclusively for Commercial Real Estate Investors ONLY

    Location: West Valley Commercial Group

    Grand Canyon Title Agency
    3900 E. Camelback Road Suite 250
    Phoenix, AZ 85018

    Seating is limited. Reserve your seat today. RSVP to This email address is being protected from spambots. You need JavaScript enabled to view it..

    Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • (Canceled) Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

    02/19/2022 10:30 am - 12:30 pm
    Dr. Wong's Events

    Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

    Optimizing your IRA by taking advantage of these rarely used advanced IRA strategies can provide tremendous benefits for your financial future. A Roth IRA conversion can allow unlimited earnings for you, your spouse, and grandkids. The multi-generational IRA can multiply income 2-3 times for your heirs. A self-directed IRA can provide lucrative alternative investment opportunities. Dr. Wong will draw on his 40 years of experience to explain:

    1. Why traditional IRAs and 401ks are a ticking tax time-bomb!
    2. How to do Roth IRA Conversions and pay no federal income tax
    3. How the economic opportunity cost/benefit of a Roth Conversion can add millions of net wealth to your portfolio
    4. How a $200,000 Roth IRA conversion can create $2,385,014 More Net Wealth
    5. How the SECURE Act has substantially limited the benefits of Multi-Generational IRAs
    6. How Self-Directed IRAs help you strategically invest in Real Estate & other alternatives.
    7. How to pay as little as zero tax on income or gains over $100,000
    8. Why understanding Advanced IRA Strategies will help you save taxes; reduce Wall Street risk; and enjoy a higher retirement income.

    Canceled as Desert Foothills Library has canceled all events through 02/28/2022

    Location: Desert Foothills Library
    38443 N. Schoolhouse Road
    Cave Creek, AZ 85331

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Smart Ways to Protect Your Hard-Earned Money

    02/18/2022 11:00 am - 12:30 pm
    Dr. Wong's Events

    Smart Ways to Protect Your Hard-Earned Money

    It took years of hard work, sacrifice and planning to save your retirement nest egg. What steps are you taking to keep your money safe? Frauds and scams are rampant; inflation can slowly whittle it away; the fluctuating economy makes the financial future uncertain; and a few wrong decisions could totally wipe out your life savings. Dr. Wong will discuss how to protect your money and investments including:

    • Steps to protect yourself from biased financial advisors
    • Why seniors fall victim to investment fraud
    • How to prevent inflation from reducing your nest egg
    • Ways to avoid the next bond and stock market collapse
    • Simple strategies for reducing or eliminating taxes
    • Planning for medical and long-term care expenses

    Senior Lunch and Learn.

    Location: Maricopa Public Library

    18160 N. Maya Angelou Drive
    (next to City Hall)
    Maricopa, AZ 85138

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Meet and Greet

    02/15/2022 7:30 am
    Dr. Wong's Events

    Meet and Greet

    Have a 10 minute chat with Dr. Wong over coffee and donuts.

    Location: Carriage Manor

    7750 E. Broadway Road
    Mesa, AZ 85208

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Secure your financial future: Lessons from Warren Buffet

    02/10/2022 10:00 am - 12:00 pm
    Dr. Wong's Events

    Secure your financial future: Lessons from Warren Buffet

    This American business magnate is considered one of the most successful investors in the world. He is the world’s tenth wealthiest person with a net worth over 105 billion dollars. His lifestyle is simple, his rules about money are profound and his common-sense principles can help you build personal wealth. In this seminar you will discover:

    1. Buffett’s two most important rules on money?
    2. Why do 99% of stock market investors violate Buffett’s Rules on Money?
    3. How the Buffett Index determine whether a stock is overpriced or underpriced?
    4. Buffett’s 3 Best Investments ever
    5. How Warren Buffett pays a lower tax rate than his secretary?
    6. How the average person can implement the Warren Buffet Rules of Money
    7. Buffett’s philosophy on why buying real estate is a path to wealth

    This is a private event for members only.

    Location: Rise Learning For Life

    Rio Salado Lifelong Learning Center
    12535 W. Smokey Drive
    Surprise, AZ 85378

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Women and Money: Your Guide to Financial Freedom

    02/08/2022 9:30 am - 11:30 am
    Dr. Wong's Events

    Women and Money: Your Guide to Financial Freedom

    Whether you are single, married, divorced, or widowed, understanding where your money goes and how it grows will help you eliminate money worries; take control of your financial future; and protect your nest egg. Diamonds aren’t a girl’s best friend but financial and tax knowledge is. In this seminar Dr. Wong will uncomplicate money matters and teach you:

    • Why a man is not a financial plan
    • How to create a larger income you can’t outlive
    • Tips for lowering stock market risk
    • Simple strategies to reduce your taxes
    • Proven methods to double your retirement income
    • How being too generous to your kids can endanger your retirement
    • Special financial protections for the divorced or widowed
    • Ways to tell if your financial advisor is an expert or simply a salesman

    Location: PORA Sun City West

    Property Owners Residents Association
    13815 Camino Del Sol
    Sun City West, AZ 85375

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Harold Wong is a respected tax advisor and financial educator who enjoys teaching his expert strategies for retiring early and happy without Wall Street risk. He earned his Ph.D. in Economics from UC Berkeley in 1974 and passed the National CPA exam in 1979. Dr. Wong has appeared on over 400 TV and radio programs where over one million people heard his message. His extensive published writings and research on investments, the economy, and taxes have been distributed to over 2100 newspapers nationwide.

    In his 40 years as a member of the National Speaker’s Association, he has educated thousands of CPAs, realtors, financial agents, medical professionals, business owners, and retirees. He’s often funny and never boring. Dr. Wong is not a salesman for Wall Street products but an expert that will help you safely maximize your retirement income, reduce investment risk, and cut taxes.

  • Six Strategies to Double Your Retirement Income & Slash Taxes

    01/29/2022 10:00 am - 2:00 pm
    Dr. Wong's Events

    Six Strategies to Double Your Retirement Income & Slash Taxes

    Confused about social security rules? Worried about running out of money in retirement? Looking for tax-cutting options? Want more money for bucket list dreams? Negative economic news and harsh tax laws are looming. Come to learn proven methods for maximizing retirement income, minimizing Wall Street risk, and cutting taxes.

    1. Proven ways to double social security and retirement income.
    2. Why waiting until 70 to take Social Security is a $1 million-dollar decision?
    3. How a Private Pension, Real Estate or Equipment Leasing can yield 2-5 times what banks, bonds, and stock dividends pay.
    4. Why your IRA or 401(k) is a ticking time bomb.
    5. How a Roth IRA Conversion can create over one million dollars in wealth.
    6. Advanced methods for cutting income taxes on wages and retirement income.

    10:00 – Noon Seminar, 12:15 – 1:30 Free Lunch

    Please, no stockbrokers, financial planners, or insurance agents at this workshop. This event is best suited for those who owe $10,000+ in taxes.

    Location: Hyatt Place
    Chandler Fashion Center
    3535 W. Chandler Blvd.
    Chandler, AZ 85226

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph D in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • How to Reduce or Eliminate Income Tax

    01/22/2022 11:30 am - 12:00 pm
    Dr. Wong's Events

    How to Reduce or Eliminate Income Tax

    Negative economic news and harsh tax laws are looming. Now is the time to learn tax saving strategies to protect your financial future income.

    Dr. Wong will show you:

    How a Roth IRA conversion can create over one million dollars in wealth.

    Advanced methods for cutting income taxes on retirement income.

    How equipment leasing and solar tax credits can save you thousands of dollars.

    Location: Maricopa Senior Expo
    Copper Sky
    44345 Martin Luther King Blvd.
    Maricopa, AZ 85138

    Visit Dr. Wong in person at his exhibit table.

    Dr. Wong has over 40 years of experience, earned his Ph D in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Double Your Social Security and Retirement Income

    01/22/2022 10:30 am - 11:00 am
    Dr. Wong's Events

    Double Your Social Security and Retirement Income

    Confused about social security rules?

    Worried about running out of money in retirement?

    Want to fund your bucket list dreams?

    In this seminar you will learn:

    Proven ways to double your social security

    Strategies to maximize retirement income

    Methods to reduce Wall Street risk

    How Private Pensions and Real Estate can yield 2-5 times what banks bonds, and stock dividends pay

    Why your IRA or 401K is a ticking time bomb

    Location: Maricopa Senior Expo
    Copper Sky
    44345 Martin Luther King Blvd.
    Maricopa, AZ 85138

    Visit Dr. Wong in person at his exhibit table.

    Dr. Wong has over 40 years of experience, earned his Ph D in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

    01/20/2022 2:00 pm - 4:00 pm
    Dr. Wong's Events

    Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

    Discover rarely used advanced strategies to optimize your IRA that can provide tremendous benefits for your financial future and legacy. Discover how Roth IRA conversions can produce unlimited earnings and multi-generational IRAs can multiply income for your heirs. See how self-directed IRAs can provide lucrative alternative investment opportunities and more.

    1. Why traditional IRAs and 401ks are a ticking tax time-bomb!
    2. How to do Roth IRA Conversions and pay no federal income tax
    3. How the economic opportunity cost/benefit of a Roth Conversion can add millions of net wealth to your portfolio
    4. How a $200,000 Roth IRA conversion can create $2,385,014 More Net Wealth
    5. How the SECURE Act has substantially limited the benefits of Multi-Generational IRAs
    6. How Self-Directed IRAs help you strategically invest in Real Estate & other alternatives.
    7. How to pay as little as zero tax on income or gains over $100,000
    8. Why understanding Advanced IRA Strategies will help you save taxes; reduce Wall Street risk; and enjoy a higher retirement income.

    Location: Sun City Grand Learning
    Sun City Grand
    19781 N Remington Drive
    Surprise, AZ 85378

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph D in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Six Strategies to Double Your Retirement Income & Slash Taxes

    01/20/2022 10:00 am - 12:00 pm
    Dr. Wong's Events

    Six Strategies to Double Your Retirement Income & Slash Taxes

    Confused about social security rules? Worried about running out of money in retirement? Looking for tax-cutting options? Want more money for bucket list dreams? Negative economic news and harsh tax laws are looming. Come to learn proven methods for maximizing retirement income, minimizing Wall Street risk, and cutting taxes.

    1. Proven ways to double social security and retirement income.
    2. Why waiting until 70 to take Social Security is a $1 million-dollar decision?
    3. How a Private Pension, Real Estate or Equipment Leasing can yield 2-5 times what banks, bonds, and stock dividends pay.
    4. Why your IRA or 401(k) is a ticking time bomb.
    5. How a Roth IRA Conversion can create over one million dollars in wealth.
    6. Advanced methods for cutting income taxes on wages and retirement income.

    Location: Rise Learning For Life

    Rio Salado Lifelong Learning Center
    12535 W. Smokey Drive
    Surprise, AZ 85378

    This is a private event and for members only.

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph D in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

    01/17/2022 6:00 pm - 8:00 pm
    Dr. Wong's Events

    Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs

    Discover rarely used advanced strategies to optimize your IRA that can provide tremendous benefits for your financial future and legacy. Discover how Roth IRA conversions can produce unlimited earnings and multi-generational IRAs can multiply income for your heirs. See how self-directed IRAs can provide lucrative alternative investment opportunities and more.

    1. Why traditional IRAs and 401ks are a ticking tax time-bomb!
    2. How to do Roth IRA Conversions and pay no federal income tax
    3. How the economic opportunity cost/benefit of a Roth Conversion can add millions of net wealth to your portfolio
    4. How a $200,000 Roth IRA conversion can create $2,385,014 More Net Wealth
    5. How the SECURE Act has substantially limited the benefits of Multi-Generational IRAs
    6. How Self-Directed IRAs help you strategically invest in Real Estate & other alternatives.
    7. How to pay as little as zero tax on income or gains over $100,000
    8. Why understanding Advanced IRA Strategies will help you save taxes; reduce Wall Street risk; and enjoy a higher retirement income.

    Location: SunCity West Investment Club
    RH Johnson Lecture Hall
    19803 N RH Johnson Blvd.
    Sun City West, AZ 85375

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

     

    Dr. Wong has over 40 years of experience, earned his Ph D in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

  • (Canceled) Six Strategies to Double Your Retirement Income & Slash Taxes

    01/15/2022 10:30 am - 12:30 pm
    Dr. Wong's Events

    Six Strategies to Double Your Retirement Income & Slash Taxes

    Confused about social security rules? Worried about running out of money in retirement? Looking for tax-cutting options? Want more money for bucket list dreams? Negative economic news and harsh tax laws are looming. Come to learn proven methods for maximizing retirement income, minimizing Wall Street risk, and cutting taxes.

    1. Proven ways to double social security and retirement income.
    2. Why waiting until 70 to take Social Security is a $1 million-dollar decision?
    3. How a Private Pension, Real Estate or Equipment Leasing can yield 2-5 times what banks, bonds, and stock dividends pay.
    4. Why your IRA or 401(k) is a ticking time bomb.
    5. How a Roth IRA Conversion can create over one million dollars in wealth.
    6. Advanced methods for cutting income taxes on wages and retirement income.

    Canceled as Desert Foothills Library has canceled all events from 01/05/2022 - 01/29/2022

    Location: Desert Foothills Library
    38443 N. Schoolhouse Road
    Cave Creek, AZ 85331

    Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

    Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974) and passed the CPA exam (1979). He is a tax advisor and financial educator, who has authored hundreds of published works, appeared on over 400 TV and Radio programs heard by over 1 million people.

Office Address

90 South Kyrene Rd
(Says Suite 1 on the front door)
Chandler, Arizona 85226

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