Estate Planning Wisdom from Warren Buffett

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.

What you will learn:

1. Should you tell your kids how much Mom & Dad have BEFORE drawing up your estate planning documents?
2. How do you treat sons who take over the family business vs. daughters who don't work in the family business?
3. How do you test your kids to see if a moderate or big inheritance will enhance their lives or take away all incentive to "be all they can be"?
4. How to teach your kids (and grandkids) to focus on Family Values vs. Family Valuables?
5. Is your "Living Will" worthless if hospitals won't accept the one you have?
6. How some unethical estate attorneys make huge amounts of probate fees when they conveniently don't insist that you "fund your new revocable living trust?"
7. Have you updated your beneficiary designations with the forms required by all your financial institutions?
8. Do you understand that control over your assets while alive is usually more important than what happens after you die?
9. Why successor training is one of the biggest holes in the estate planning process?

6:00PM Seminar Followed By A Free Dinner

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
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, and has appeared on over 400 TV and Radio programs heard by over 1 million people.

Estate Planning Wisdom from Warren Buffett

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.

What you will learn:

1. Should you tell your kids how much Mom & Dad have BEFORE drawing up your estate planning documents?
2. How do you treat sons who take over the family business vs. daughters who don't work in the family business?
3. How do you test your kids to see if a moderate or big inheritance will enhance their lives or take away all incentive to "be all they can be"?
4. How to teach your kids (and grandkids) to focus on Family Values vs. Family Valuables?
5. Is your "Living Will" worthless if hospitals won't accept the one you have?
6. How some unethical estate attorneys make huge amounts of probate fees when they conveniently don't insist that you "fund your new revocable living trust?"
7. Have you updated your beneficiary designations with the forms required by all your financial institutions?
8. Do you understand that control over your assets while alive is usually more important than what happens after you die?
9. Why successor training is one of the biggest holes in the estate planning process?

3:00PM Seminar Followed By A Free Dinner

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
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, and has appeared on over 400 TV and Radio programs heard by over 1 million people.

Solar Reefer Workshop and Tour

Meet Robert Koelsch, the Founder and CEO of Advanced Energy Machines and get a behind-the-scenes look at how innovative solar reefers are made and distributed. Find out why this amazing invention is revolutionizing the refrigerated trucking industry by replacing carbon-belching diesel reefers with zero emission models and how you can benefit and save taxes too. Feel free to bring your experts, advisors and engineers along. What you will learn:

• How solar reefers allow clients to owe ZERO Income Tax AND Recover ALL Federal Taxes paid in the last 3 years
• Why CA wants ALL 55,000 diesel-polluting reefers replaced with solar-powered reefers
• Why solar reefers are safer than stocks or real estate
• What is required to buy a solar-powered refrigeration unit
• How you can earn a steady 10% to 14% return for ten years

Location: AEM Headquarters/Assembly Plant
4245 E. Norcroft Street
Mesa, AZ 85215

Attendance is by personal invitation only. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

Secure Your Financial Future: Lessons from Warren Buffett

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. Buffet's rules for Financial Success
2. Follow the rule of 100 or go broke in retirement
3. Buffett’s 3 Best Investments
4. The Efficient Frontier: Risk vs. Reward
5. How to pay as little taxes as Buffet's Berkshire Hathaway
6. How to add millions in family wealth with a Roth IRA Conversion
7. How to use the 30% Solar Tax Credit to save taxes

6:00PM Seminar Followed By A Free Dinner

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
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, and has appeared on over 400 TV and Radio programs heard by over 1 million people.

Secure Your Financial Future: Lessons from Warren Buffett

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. Buffet's rules for Financial Success
2. Follow the rule of 100 or go broke in retirement
3. Buffett’s 3 Best Investments
4. The Efficient Frontier: Risk vs. Reward
5. How to pay as little taxes as Buffet's Berkshire Hathaway
6. How to add millions in family wealth with a Roth IRA Conversion
7. How to use the 30% Solar Tax Credit to save taxes

6:00PM Seminar Followed By A Free Dinner

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
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, and has appeared on over 400 TV and Radio programs heard by over 1 million people.

Solar Reefer Workshop and Tour

Meet Robert Koelsch, the Founder and CEO of Advanced Energy Machines and get a behind-the-scenes look at how innovative solar reefers are made and distributed. Find out why this amazing invention is revolutionizing the refrigerated trucking industry by replacing carbon-belching diesel reefers with zero emission models and how you can benefit and save taxes too. Feel free to bring your experts, advisors and engineers along. What you will learn:

• How solar reefers allow clients to owe ZERO Income Tax AND Recover ALL Federal Taxes paid in the last 3 years
• Why CA wants ALL 55,000 diesel-polluting reefers replaced with solar-powered reefers
• Why solar reefers are safer than stocks or real estate
• What is required to buy a solar-powered refrigeration unit
• How you can earn a steady 10% to 14% return for ten years

Location: AEM Headquarters/Assembly Plant
4245 E. Norcroft Street
Mesa, AZ 85215

Attendance is by personal invitation only. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

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

Save taxes and add millions of net worth with large ROTH Conversions.

1. Learn How Dr. Wong Can Reduce Your Taxes To $0 When Your CPA Can’t
2. How Tax Savings Can Add Millions To Your Retirement Account
3. How To Do Roth IRA Conversions and Pay $0 Federal Income Tax
4. Recover the Last 3 Years of ALL Federal Income Tax Paid
5. Why Traditional IRAs & 401ks Are A Ticking Tax Time Bomb
6. How Solar Reefer Leasing Is Today’s Most Powerful Tax-Saving Strategy
7. How A Roth IRA Private Pension Can Generate 8-12% Tax Free Annual Income

6:00pm Seminar Followed By A Free Dinner

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
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, and has appeared on over 400 TV and Radio programs heard by over 1 million people.

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

Save taxes and add millions of net worth with large ROTH Conversions.

1. Learn How Dr. Wong Can Reduce Your Taxes To $0 When Your CPA Can’t
2. How Tax Savings Can Add Millions To Your Retirement Account
3. How To Do Roth IRA Conversions and Pay $0 Federal Income Tax
4. Recover the Last 3 Years of ALL Federal Income Tax Paid
5. Why Traditional IRAs & 401ks Are A Ticking Tax Time Bomb
6. How Solar Reefer Leasing Is Today’s Most Powerful Tax-Saving Strategy
7. How A Roth IRA Private Pension Can Generate 8-12% Tax Free Annual Income

6:00pm Seminar Followed By A Free Dinner

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
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, and has appeared on over 400 TV and Radio programs heard by over 1 million people.

Solar Reefer Workshop and Tour

Meet Robert Koelsch, the Founder and CEO of Advanced Energy Machines and get a behind-the-scenes look at how innovative solar reefers are made and distributed. Find out why this amazing invention is revolutionizing the refrigerated trucking industry by replacing carbon-belching diesel reefers with zero emission models and how you can benefit and save taxes too. Feel free to bring your experts, advisors and engineers along. What you will learn:

• How solar reefers allow clients to owe ZERO Income Tax AND Recover ALL Federal Taxes paid in the last 3 years
• Why CA wants ALL 55,000 diesel-polluting reefers replaced with solar-powered reefers
• Why solar reefers are safer than stocks or real estate
• What is required to buy a solar-powered refrigeration unit
• How you can earn a steady 10% to 14% return for ten years

Location: AEM Headquarters/Assembly Plant
4245 E. Norcroft Street
Mesa, AZ 85215

Attendance is by personal invitation only. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

Beat Inflation by Saving Taxes & Increasing Income

RISING INFLATION IS THE “TOP PROBLEM” FACING AMERICANS TODAY.

• How continued high inflation can kill your retirement
• Ways to Double your Social Security and retirement income
• How Paying $ ZERO income tax can help you retire 5-15+ years earlier
• The Inflation Reduction Act allows taxpayers to recover all federal taxes paid in the last 3 years
• How solar business leasing generates a 10-14% annual return for 10 years
• Why solar reefers are today's most powerful tax-saving strategy
• Why the solar reefers are safer than stocks or real estate
• How a private pension can generate 7-12% annual cash flow, WITHOUT risking your money in the stock market
   

6:00pm Seminar Followed By A Free Dinner

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
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, and has appeared on over 400 TV and Radio programs heard by over 1 million people.

Beat Inflation by Saving Taxes & Increasing Income

RISING INFLATION IS THE “TOP PROBLEM” FACING AMERICANS TODAY.

• How continued high inflation can kill your retirement
• Ways to Double your Social Security and retirement income
• How Paying $ ZERO income tax can help you retire 5-15+ years earlier
• The Inflation Reduction Act allows taxpayers to recover all federal taxes paid in the last 3 years
• How solar business leasing generates a 10-14% annual return for 10 years
• Why solar reefers are today's most powerful tax-saving strategy
• Why the solar reefers are safer than stocks or real estate
• How a private pension can generate 7-12% annual cash flow, WITHOUT risking your money in the stock market
   

6:00pm Seminar Followed By A Free Dinner

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
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, and has appeared on over 400 TV and Radio programs heard by over 1 million people.