Bay Area Wealth Builders

The Blindspot in Estate Planning (From a Financial Planning Standpoint)

Most people believe they have a solid estate plan…
But what if there are hidden gaps that could cost your family time, money, and peace of mind?
This educational workshop is designed to help you uncover those blindspots and build a strategy that protects what matters most.

🔍 What You’ll Learn:

• Why traditional estate planning may not be enough
• The hidden tax risks in retirement accounts like 401(k)s and IRAs
• How to create tax-free income for retirement
• Strategies to protect and transfer wealth efficiently
• How tools like Indexed Universal Life (IUL) can provide:
• Family protection
• Tax-advantaged growth
• Flexible access to funds

👤 About the Presenter:
Top Financial Planner
Mentor to Thousands of Financial Professionals
25+ Years of Experience
Ph.D.

📅 Event Details:
Date: April 25, 2026
Time: 9:30 AM PT (Meet and Mingle) | 10:00 AM PT (Event Start)
Location: 2107 N. 1st Street, Suite 310, San Jose, CA
Admission: Free (RSVP Required)

💡 Why Attend?
Because financial success isn’t just about how much you make, It’s about how much you keep, protect, and pass on.
You deserve a strategy that gives you:
✔ Clarity
✔ Control
✔ Tax efficiency
✔ Long-term security

⚠️ Important Note:
Seating is limited to ensure a high-quality experience.
Reserve your spot early.