What we're about

The focus of the group is to explore ideas to create passive/residual/life-time income apart from the day job (9 to 5 job). We will unveil some of the secrets that the wealthy use and how we can use them to generate wealth for our family. From Tax planning to Retirement planning, How to make money work for you? What financial tools are out there that we could use?

If you are some one
- who is interested to improve your financial future, by educating on some of the unique opportunities that are available and know how to use them.
- who wants to understand the myths about 401k and find other alternative ways of saving for retirement and kids education.
- who is looking to make your money work for you, while you do what you love.
- and many other reasons to be part of this group!

We will go in depth into some of the key financial topics like retirement planning, real estate investing, tax free, tax deferred and tax advantaged investments. We will also have workshops!

Past events (6)

6 steps for your financial well being! - Workshop

Saratoga Library

6 steps for your financial well being! - Workshop

Milpitas Library

6 steps for your financial well being! - Workshop

Cupertino Library

Photos (4)