2024 - 2024
  • Solar Reefer Factory Tour

    Date 10/26/2024 9:00 am - 12:00 pm
    Calendar Dr. Wong's Events

    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

    10/22/2024 6:00 pm
    Dr. Wong's Events

    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

     

    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

    10/21/2024 6:00 pm
    Dr. Wong's Events

    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

     

    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 Factory Tour

    09/27/2024 1:00 pm - 4:00 pm
    Dr. Wong's Events

    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

    06/26/2024 6:00 pm
    Dr. Wong's Events

    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

    06/25/2024 6:00 pm
    Dr. Wong's Events

    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

    03/28/2024 6:00 pm
    Dr. Wong's Events

    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

    03/27/2024 6:00 pm
    Dr. Wong's Events

    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.

Office Address

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

Click here to schedule a FREE Strategy Session
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