Complimentary Financial Wellness Workshop
Details
[https://lnkd.in/gtBfRRGV](https://www.linkedin.com/redir/redirect?url=https%3A%2F%2Flnkd%2Ein%2FgtBfRRGV&urlhash=aSQi&trk=public_post-text)
You're Invited! Join us for an educational discussion of general financial topics including budgeting, saving, retirement planning, and insurance concepts.
No specific products will be offered or sold at the seminar.
Tax Planning Concepts for 2026
Ask a financial professional questions: better understand common tax considerations.
Turn tax season into a financial opportunity: learn simple strategies to better understand common tax considerations.
Discover overlooked tax moves for 2026 that could help you identify planning considerations for the coming year.
Leave with a few practical ideas you can review with your financial and tax professionals.
COMPLIMENTARY SNACKS & DRINKS
LOCATION
DATE & TIME
Bar & Bean Fusion
March 19, 2026
1 Polk Street
6:30 PM - 8:30 PM
San Francisco, CA 94102
Better understand your financial options.
Taxes are one of many items to consider as you evaluate financial strategies and products.
Other items to consider include your specific risk tolerance, financial goals, time frame for your financial goals, and the need for liquidity.
We do not offer tax advice.
Hosted by David Wang CA Insurance Lic. #4502145, Bobby Hardamon,
CA Insurance Lic. #4296559, Jamela Parker, CA Insurance Lic. #447140
Agents, New York Life Insurance Company
Bobby Hardamon & David Wang Registered Representatives for NYLIFE Securities ILC
(Member FINRA/SIPC, a Licensed insurance Agency, NYLIFE Securities LLC is a New York Life Company.