Book Dr. Wong To Speak At Your Event

He’s educational, he’s not boring!

Please read the testimonials and call Dr. Wong and have a conversation to see what he can do for your organization now.

Popular Talks

  • Strategies to Sell Your Real Estate and Pay No Capital Gains Tax
  • How to Maximize Your Marketing and Expand Your Competitive Edge to Increase Sales
  • Six Strategies to Double Your Retirement Income and Slash Taxes
  • Retire Early and Happy Without Wall Street Risk
  • Why Tax Savings & Alternative Investments Beat Wall Street
  • How You Can Retire 5-15 Years Earlier
  • Secrets of the Rockefeller Trust
  • Marketing for CPAs: How to Increase Your Income and Serve Your Clients Better
  • Secure Your Financial Future: Lessons from Warren Buffett
  • Advanced IRA Strategies: Secrets of Roth, Multi-Generational, & Self-Directed IRAs
  • Women and Money: Your Guide to Financial Freedom
  • Smart Ways to Protect Your Hard-Earned Money

For Real Estate Groups This 3-hour Continuing Education Credit Course Is Available

Advanced IRA Strategies: Secrets of Roth, Multi-Generational, and Self-directed IRA's

Tempe, AZ Office

2141 E. Broadway Road Suite 101
Tempe, AZ 85282

Charles Berry

"I had never seen a presentation covering such seemingly disparate topics as: (a) defined benefit pension plans; (b) newly-expanded Section 179 expensing for business equipment, and (c) 30% solar energy investment credits. He ... suggested tax structures that could be appropriate for both aggressive (and not-so-aggressive) persons."


Attorney Charles R. Berry

Clark Hill Professional Law Corporation

Zach Fuller

"Your talk on Secret Advanced Tax Strategies was one of the most interesting topics covered and we received great feedback from all who attended..."


Zach Fuller

Head of Investments, Caliber Companies

Bob Clark

"Your discussion makes use of common sense approaches to managing our retirement funds, which hopefully will allow normal everyday people to survive any US economic fallout from the election ..."


Bob Clark

President of AZ Public Service/Pinnacle West Retirees' Association

Michele M. Smith

"Dr. Wong has a wealth of knowledge on many aspects of economics, including how to maximize one's retirement income and how to minimize investment risks ..."


Michele M. Smith

President, Phoenix Chapter of the Arizona Education Association Retired

To see how I can help you acheive your goals, call me today at

(480) 706-0177

Office Address

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

Click here to schedule a FREE Strategy Session
with Dr. Wong