• Special Session: Free College Financial Planning

    PRICE Information: Cost: This session is free of charge* *We have life time financial education membership. If you are interested in keeping learning financial classes beyond this free class, then one time membership cost of $100. Benefits of membership include: - Unlimited financial education / entrepreneurial education - Access to proprietary member website that access to bunch of financial knowledge / products / business building webinars and knowledge - Unlimited financial advises - Financial / investment environment that foster saving habit First timer is free so there is nothing for you to lose to check us out and make decision after taking first class! Session: College Financial Planning Presented by Special Guest Speaker: Sally Wu Speaker Bio: Sally Wu is a business owner and certified college planner who has hosted numerous college planning workshops in high schools, community centers, libraries, churches and other non-profit organizations for over nine years. With extensive experience serving college-bound families, Sally showcases real stories and practical know-how to bring value to parents and students. Expert will provide the education on how to prepare your children for college and get most out of scholarship and grants, EVEN IF you think you cannot qualify. In this session, you will specifically learn... - How should I prepare for college expenses? - Which college is a good match for my child? - How do colleges assess my assets? - Where are the resources for college financing? - How can I maximize the potency of my child's college applications? Location information: Please RSVP first and then we will give you an address as we only accept serious attendees that want to learn about this serious topic as seat is limited. Event location is Arcadia area. We hope to see you at the event!

  • Let's improve financial IQ By Learning Cash Flow 101

    Wealth Producers! We apologize for not having cashflow game on July due to our schedule conflict. We will resume cashflow game from this month!! It's time to play cash flow game to increase financial IQ!!! CASHFLOW® is an educational board game that teaches accounting, finance, and investing at the same time - and makes learning fun. Developed by Robert Kiyosaki, the Best Selling Author of “Rich Dad, Poor Dad”, this game will change the way you look at money and wealth. Learn why the idea of creating wealth by building assets (by having a home, car, clothes and jewelry) is a myth and how one simple shift in your thinking can change your financial life. Learn the secrets of cash flow and how to never worry about money again. Learn how to achieve your dreams, how to stop the financial "bleeding", how to become financially secure, and how to get out of the rat race forever. This board game will transform the "money mind-set" of anyone who plays, whether they are new to financial information, or seasoned investors. Cash Flow Game Schedule: 3:00PM - 5:30PM - Playing Cash Flow Game and Millionaire Maker Game CASHFLOW® 101 - No experience necessary. CASHFLOW® 101 will teach you basic financial / investing knowledge that crucial for your success. In CASHFLOW® 101, you will learn how to • Take control of your personal finances • Manage the cash flow activities necessary to build a business • Invest with greater confidence in real estate and other businesses CASHFLOW® 101 was created to teach people how to become a master of money and elevate their financial IQ.) 5:30PM - 6:00PM - Group Discussion This is the time for you to share what you have learned by playing cash flow game as well as Millionaire Maker game. As you will find out, learning from others are great way to learn!! Cost: Although game is free, we highly encourage everyone to buy food, drink or both. Let's appreciate Denny's to provide such a great venue. We value education. This is our sincere hope that everyone learns something valuable via playing game, learning from each other and getting education from fellow cashflow game players. Everybody who wants to learn financial education is welcome! I look forward to meeting you at the game!

    3
  • Financial Planning Fundamentals Session

    Arcadia

    Hello Wealth Producers!! Other than regular cashflow game (We apologize for not having cashflow game during July due to our schedule conflict. We will resume cashflow game from this month), we will host special financial education session. Topic: Financial Planning Fundamentals Currently, we are facing economic tsunami that about to harm thousands if not millions of people financially. During such economic time, top 0.5% of wealthy is making sure to 1) Reduce tax obligation 2) Reduce market risk so that they never lose principal 3) make reasonable rate of return 4) Protect their assets Top 0.5% of wealthy focus and invest on the asset that gives all of those benefits so that they can keep growing their wealth, while most people's wealth were slashed 50%. It is very good chance to learn how basic financial foundation fit in entire wealth plan for the wealthy and most importantly what and how wealthy invest their money in this turbulent economic time. As a bonus, we also teach other financial planning topics, such as long term care and college financial aid strategies as we also need to learn defense rather than offense. PRICE Information: Cost: This session is free of charge* *We have life time financial education membership. If you are interested in keeping learning financial classes beyond this free class, then one time membership cost of $100. Benefits of membership include: - Unlimited financial education / entrepreneurial education - Access to proprietary member website that access to bunch of financial knowledge / products / business building webinars and knowledge - Unlimited financial advises - Financial / investment environment that foster saving habit Location information: Please RSVP first and then we will give you an address as we only accept serious attendees that want to learn about financial knowledge as seat is limited. Event location is Arcadia area. We hope to see you at the event!

  • Free Estate Planning Session (By Estate Planning Attorney)

    PRICE: First time guest: Free of Charge Life Time Membership after first time: $100 Benefits of membership include: - Unlimited financial education / entrepreneurial education - Access to proprietary member website that access to bunch of financial knowledge / products / business building webinars and knowledge - Potential massive income opportunities - And much more! First timer is free so there is nothing for you to lose to check us out and make decision after taking first class! Estate Planning Strategies We bring the Estate planning Attorney to talk about this topic. This is defensive part of wealth creation: Estate Planning Strategies Estate planning is crucial if you want to build long term wealth of your future generation. Lack of preparation in estate planning will cost you thousands if not millions of dollars. We all know that taxes are everywhere... Paying tax when we earn, spend, save and even when we die... Especially, estate tax can be the biggest expense if you do not prepare for it... As Robert Kiyosaki said, "It is not about how much you make, but how much you keep..." You might unknowingly lose significant portion of your wealth due to lack in basic understanding of estate planning. Every year millions, if not billions of dollars are lost to estate taxes from our retirement account during the estate transfer process... So question becomes how we can prevent your favorite uncle (You know who are we talking about...) from intruding your hard earned retirement money. Come and learn why this happens and what are some of the strategies available to ensure this does not happen to your retirement account. We will go into details exactly how retirement account are lost to estate taxes when we transfer our asset to our beneficiaries and what are some of the strategies to solve this challenge so we can leave more for our beneficiary. Please RSVP first and then we will give you an address as we only accept serious attendees that want to learn about Estate Planning. I hope to see all of you at the event!

  • Let's Create Wealth via Cash Flow 101 on Happy Father's Day!

    Wealth Producers! We will have cash flow game during father's day! Let's bring your parents and let them learn as well!! It's time to play cash flow game to increase financial IQ!!! CASHFLOW® is an educational board game that teaches accounting, finance, and investing at the same time - and makes learning fun. Developed by Robert Kiyosaki, the Best Selling Author of “Rich Dad, Poor Dad”, this game will change the way you look at money and wealth. Learn why the idea of creating wealth by building assets (by having a home, car, clothes and jewelry) is a myth and how one simple shift in your thinking can change your financial life. Learn the secrets of cash flow and how to never worry about money again. Learn how to achieve your dreams, how to stop the financial "bleeding", how to become financially secure, and how to get out of the rat race forever. This board game will transform the "money mind-set" of anyone who plays, whether they are new to financial information, or seasoned investors. Cash Flow Game Schedule: 3:00PM - 5:30PM - Playing Cash Flow Game and Millionaire Maker Game CASHFLOW® 101 - No experience necessary. CASHFLOW® 101 will teach you basic financial / investing knowledge that crucial for your success. In CASHFLOW® 101, you will learn how to • Take control of your personal finances • Manage the cash flow activities necessary to build a business • Invest with greater confidence in real estate and other businesses CASHFLOW® 101 was created to teach people how to become a master of money and elevate their financial IQ.) 5:30PM - 6:00PM - Group Discussion This is the time for you to share what you have learned by playing cash flow game as well as Millionaire Maker game. As you will find out, learning from others are great way to learn!! Cost: Although game is free, we highly encourage everyone to buy food, drink or both. Let's appreciate Denny's to provide such a great venue. We value education. This is our sincere hope that everyone learns something valuable via playing game, learning from each other and getting education from fellow cashflow game players. Everybody who wants to learn financial education is welcome! I look forward to meeting you at the game!

    3
  • Special Session: The Road To Ivy League

    Arcadia

    PRICE Information: Cost: This session is free of charge* *We have life time financial education membership. If you are interested in keeping learning financial classes beyond this free class, then one time membership cost of $100. Benefits of membership include: - Unlimited financial education / entrepreneurial education - Access to proprietary member website that access to bunch of financial knowledge / products / business building webinars and knowledge - Unlimited financial advises - Financial / investment environment that foster saving habit First timer is free so there is nothing for you to lose to check us out and make decision after taking first class! Session: Road to Ivy League Presented by Special Guest Speaker: Ren Xu Speaker Bio: Ren, electric engineer from Qualcomm, has experiences of sending both of her daughters to Ivy League school. One went to Harvard and one to Princeton university. Expert will provide the education on how to prepare your children for college and get most out of scholarship and grants, EVEN IF you think you cannot qualify. In this session, you will specifically learn... - How to build your child's leadership, time management skills to succeed in school. - How to raise self-moticated kids - Types of scholarship / financial aid for college - How and where to save for college funds, 529, coverdell, 7702 - Will your income and real estate property affect the application for college Location information: Please RSVP first and then we will give you an address as we only accept serious attendees that want to learn about this serious topic as seat is limited. Event location is Arcadia area. We hope to see you at the event!

  • Let's improve financial IQ By Learning Cash Flow 101

    Wealth Producers! It's time to play cash flow game to increase financial IQ!!! CASHFLOW® is an educational board game that teaches accounting, finance, and investing at the same time - and makes learning fun. Developed by Robert Kiyosaki, the Best Selling Author of “Rich Dad, Poor Dad”, this game will change the way you look at money and wealth. Learn why the idea of creating wealth by building assets (by having a home, car, clothes and jewelry) is a myth and how one simple shift in your thinking can change your financial life. Learn the secrets of cash flow and how to never worry about money again. Learn how to achieve your dreams, how to stop the financial "bleeding", how to become financially secure, and how to get out of the rat race forever. This board game will transform the "money mind-set" of anyone who plays, whether they are new to financial information, or seasoned investors. Cash Flow Game Schedule: 3:00PM - 5:30PM - Playing Cash Flow Game and Millionaire Maker Game CASHFLOW® 101 - No experience necessary. CASHFLOW® 101 will teach you basic financial / investing knowledge that crucial for your success. In CASHFLOW® 101, you will learn how to • Take control of your personal finances • Manage the cash flow activities necessary to build a business • Invest with greater confidence in real estate and other businesses CASHFLOW® 101 was created to teach people how to become a master of money and elevate their financial IQ.) 5:30PM - 6:00PM - Group Discussion This is the time for you to share what you have learned by playing cash flow game as well as Millionaire Maker game. As you will find out, learning from others are great way to learn!! Cost: Although game is free, we highly encourage everyone to buy food, drink or both. Let's appreciate Denny's to provide such a great venue. We value education. This is our sincere hope that everyone learns something valuable via playing game, learning from each other and getting education from fellow cashflow game players. Everybody who wants to learn financial education is welcome! I look forward to meeting you at the game!

    2
  • Financial Education Fundamentals Session

    Arcadia

    PRICE Information: Cost: This session is free of charge* *We have life time financial education membership. If you are interested in keeping learning financial classes beyond this free class, then one time membership cost of $100. Benefits of membership include: - Unlimited financial education / entrepreneurial education - Access to proprietary member website that access to bunch of financial knowledge / products / business building webinars and knowledge - Unlimited financial advises - Financial / investment environment that foster saving habit First timer is free so there is nothing for you to lose to check us out and make decision after taking first class! Financial Education Fundamental Session: we will host special financial education session. We will invite the Special Guest Speaker who has been in his financial service business for over 15 years and he will share with you quality financial education / financial strategies including tax free solutions as well as managing market volatility. He also shares how he build his fortune through this business system, EVEN THOUGH HE WAS EXTREMELY INTROVERTED. You will learn - Understand tax free retirement strategies - Manage market volatility - Discover best business opportunity in financial / investment industry Please come and join to hear this important message and information. Location information: Please RSVP first and then we will give you an address as we only accept serious attendees that want to learn about financial knowledge as seat is limited. Event location is Arcadia area. We hope to see you at the event!