480-706-0177

List of Upcoming Events

September 2019 Events

How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law

Date: Saturday 9/28/2019 - 9:30 am-1:00 pm

Location: Golden Corral
1318 N. Cooper Rd.
Gilbert 85233

9:30-11:45 am: “How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law”

11:45 am-1:00 pm: Free Lunch

How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law

Date: Saturday 9/21/2019 - 9:30 am-12:00 pm

Location: Ahwatukee Event Center
4700 E Warner Rd
Phoenix, AZ 85044
NW Corner of 48th St & Warner

9:30-11:30 am: “How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law”

11:30 am-12:00 pm: Q & A

August 2019 Events

How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law

Date: Saturday 8/17/2019 - 9:30 am-11:30 am

Location: Ahwatukee Event Center
4700 E. Warner Road
Phoenix, AZ 85044

Please RSVP with Dr. Harold Wong (480) 706-0177 or harold_wong@hotmail.com.

How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law

Date: Saturday 8/3/2019 - 9:15 am-12:00 pm

Location: Alamo Drafthouse Cinema
4955 S. Arizona Avenue
Chandler, AZ 85248
NE corner of Arizona Avenue and Chandler Heights

Workshop, pizza, soft drinks, and movie ticket at Alamo Drafthouse Cinema.
Note: Movie ticket can be used after the workshop and pizza or at some future date.

9:15 am: Registration

9:30-11:00 am: “How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law”

11:00-11:45 pm: Free pizza, soft drinks, and a movie ticket

Qualifications to attend:

  • Married or significant other and Both must attend
  • Age 55-74 years old
  • $500,000 plus in financial assets

July 2019 Events

How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law

Date: Wednesday 7/31/2019 - 6:15-9:00 pm

Location: Alamo Drafthouse Cinema
4955 S. Arizona Avenue
Chandler, AZ 85248
NE corner of Arizona Avenue and Chandler Heights

Workshop, pizza, soft drinks, and movie ticket at Alamo Drafthouse Cinema.
Note: Movie ticket can be used after the workshop and pizza or at some future date.

6:15 pm: Registration

6:30-8 pm: “How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law”

8-8:45 pm: Free pizza, soft drinks, and a movie ticket

Qualifications to attend:

  • Married or significant other and Both must attend
  • Age 55-74 years old
  • $500,000 plus in financial assets

How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law

Date: Saturday 7/27/2019 - 9:30 am-12:45 pm

Location: Golden Corral
1318 N. Cooper Road
Gilbert, AZ 85233

Seminar and Free Lunch

9:30-11:30am: Seminar

11:30 am-12:45 pm: Free Lunch

Please RSVP with Dr. Harold Wong (480) 706-0177 or harold_wong@hotmail.com.

June 2019 Events

How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law

Date: Saturday 6/15/2019 - 9:30 am-11:30 pm

Location: Ahwatukee Event Center
4700 E. Warner Road
Phoenix, AZ 85044

Please RSVP with Dr. Harold Wong (480) 706-0177 or harold_wong@hotmail.com.

May 2019 Events

Save Big with the New Tax Law

Date: Friday 5/17/2019 - 1:30-2:30 pm

Location: Wild Horse Pass Hotel & Casino
5040 Wild Horse Pass Blvd.
Chandler, AZ 85226

Manufactured Housing Communities of AZ Annual 2019 Convention.

Attendance is open to all association members or by special invitation from Dr. Harold Wong. Please RSVP with Dr. Wong (480) 706-0177 or harold_wong@hotmail.com.

How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law

Date: Saturday 5/11/2019 - 10:30 am-12:30 pm

Location: Chandler Sunset Branch Library
4930 W. Ray Road
Chandler, AZ 85226

Seminar is FREE and RSVP with Dr. Harold Wong (480) 706-0177 or harold_wong@hotmail.com.

How to Understand Your Federal Retirement Benefits

Date: Tuesday 5/7/2019 - 1:00-3:30 pm or 5:30-7:30 pm

Location: Hilton Garden Inn Phoenix/Midtown
4000 N. Central Ave.
Phoenix, AZ 85012

This seminar is designed for any federal employee, but will have most of the attendees from the Phoenix VA and Social Security Administrations. This event is FREE. RSVP with Dr. Harold Wong (480) 706-0177 or harold_wong@hotmail.com.

Dentists: Learn How to Retire 5-15+ Years Earlier

Date: Saturday 5/4/2019 - 10:00 am-12:00 pm

Location: AZ Academy of General Dentistry Annual 2019 Convention, Venue 8600
8600 E. Anderson Drive
Scottsdale, AZ 85255

Attendance open to all association members or by special invitation by Dr. Harold Wong. Please RSVP with Dr. (480) 706-0177 or harold_wong@hotmail.com.

April 2019 Events

No Seminars Open to the Public

March 2019 Events

How to Maximize Your Social Security & Other Retirement Income; and Save Big with the New Tax Law

Date: Saturday 3/16/2019 - 10:30 am-12:30 pm

Location: Chandler Sunset Branch Library
4930 W. Ray Road
Chandler, AZ 85226

Seminar is FREE and RSVP with Dr. Harold Wong (480) 706-0177 or harold_wong@hotmail.com.

Protect Your Money

Date: Monday 3/4/2019 - 10:00 am-1:00 pm

Location: Rock Shadows RV Resort
600 S. Idaho Road
Apache Junction, AZ 85119

10:00 am-12:00pm Seminar
12:00-1:00 pm FREE Lunch

Seminar and lunch are FREE and RSVP with Dr. Harold Wong (480) 706-0177 or harold_wong@hotmail.com.

February 2019 Events

How to Maximize Your Social Security & Other Retirement Income; and Reduce Taxes on Your Required Minimum Distributions from your IRA’s

Date: Saturday 2/23/2019 - 10:30 am-12:30 pm

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

Seminar is FREE and RSVP with the library at (480) 488-2286 or just show up.

Secure Your Financial Future: Lessons from Warren Buffett

Date: Wednesday 2/20/2019 - 1:00-3:00 pm

Location: PORA (Property Owners & Residents Association) Lifelong Learning
13815 Camino Del Sol
Sun City West, AZ 85375

Attendance is for members of the Lifelong Learning Program or for a very small fee for 1st-time attendees. RSVP at PORA office (623) 623-242-6864.

Secure Your Financial Future: Lessons from Warren Buffett

Date: Wednesday 2/20/2019 - 1:00-3:00 pm

Location: PORA (Property Owners & Residents Association) Lifelong Learning
13815 Camino Del Sol
Sun City West, AZ 85375

Attendance is for members of the Lifelong Learning Program or for a very small fee for 1st-time attendees. RSVP at PORA office (623) 623-242-6864.

Secrets of Roth, Multi-Generational and Self-Directed IRA’s

Date: Saturday 2/16/2019 - 1:00-3:00 pm

Location: Dolce Vita Resort Crafts Room
3301 S. Goldfield Road
Apache Junction, AZ 85119

10:00 am-12:00pm Seminar
12:00-1:00 pm FREE Lunch

RSVP preferred but you can just show up. Contact Activity Director Lora Keller at (480) 982-3563 or Lora@MurexProperties.com. The event is FREE & open to all.

How to Understand Your Federal Retirement Benefits

Date: Sunday 2/10/2019 - 10:00 am-12:30 pm OR 2:00-4:30 pm

Location: Hilton Garden Inn Phoenix/Midtown
4000 N. Central Ave.
Phoenix, AZ 85012

This seminar is designed for any federal employee, but will have most of the attendees from the Phoenix VA and Social Security Administrations. This event is FREE. RSVP with Dr. Harold Wong (480) 706-0177 or harold_wong@hotmail.com.

Save Tax and Earn 7-10% by Leasing Solar Reefers to Businesses; and Tour of solar reefer assembly plant

Date: Saturday 2/9/2019 - 2:00-4:00 pm

Location: Solar Reefer Assembly Plant
4245 E. Norcroft Street
Mesa, AZ 85215

Attendance is by personal invitation only.

Save Tax and Earn 7-10% by Leasing Solar Reefers to Businesses

Date: Monday 2/4/2019 - 6:45-8:00 pm

Location: Sun City Investment Club, R.H. Johnson Recreation Center Lecture Hall
19803 R H Johnson Blvd.
Sun City West, AZ 85375

Meeting is FREE to members or first-time guests and just show up.

January 2019 Events

Tax Strategies for Realtors & Their Millionaire or High-Income Clients

Date: Wednesday 1/30/2019 - 1:00-4:00 pm

Location: WeMAR (W. Maricopa Association of Realtors)
9001 W. Union Hills Drive, #8
Peoria, AZ 85382

This is a 3-hour continuing education credit course for realtors with the category of Real Estate Legal Issues. $10 fee for members and $15 for non-members. RSVP with Jennifer Vargas (623) 931-9294 or jvargas@wemar.org.

How Women and Couples Can Increase Income & Reduce Taxes

Date: Saturday 1/26/2019 - 10:00 am-1:00 pm

Location: Dolce Vita Resort Crafts Room
3301 S. Goldfield Road
Apache Junction, AZ 85119

10:00 am-12:00pm Seminar
12:00-1:00 pm FREE Lunch

RSVP preferred but you can just show up. Contact Activity Director Lora Keller at (480) 982-3563 or Lora@MurexProperties.com. The event is FREE & open to all.

Advanced IRA Strategies: Secrets of Roth, Multi-Generational, and Self-Directed IRA’s

Date: Monday 1/21/2019 - 6:45-8:00 pm

Location: Sun City Investment Club, R.H. Johnson Recreation Center Lecture Hall
19803 R H Johnson Blvd.
Sun City West, AZ 85375

Meeting is FREE to members or first-time guests and just show up.

How to Maximize Your Social Security & Other Retirement Income

Date: Saturday 1/19/2019 - 10:30 am-12:30 pm

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

Seminar is FREE and RSVP with the library at (480) 488-2286 or just show up.

Save Big with the new Tax Cuts and Jobs Act

Date: Wednesday 1/16/2019 - 12:00-12:45 pm

Location: AZ Alarm Association monthly meeting, held at ADI Global Distribution
3710 E. University Drive, Suite 5
Phoenix, AZ 85034

Attendance restricted to members.
 

Office Address

2141 E. Broadway Road
Suite 101
Tempe, AZ 85282

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