Maxon Financial

Reviewing some unexpected changes for tax planning.

1-11-21 - Analyzing Biden’s Latest “Build Back Better” Tax Proposal Tuesday, January 11, 2022 at 12:00 PM Pacific Standard Time

Important information about new tax laws.

November 2021 Chapter Meeting (Virtual) Attorneys Robert D. Vale, Roxanne T. Jen and Karishma Patel will explore the proposed tax law changes, how these changes impact estate planning and how the use of a Charitable Remainder Trust (CRT) can provide clients with the benefit of a lifetime payout as an alternative to the no-longer-available...

Tax Law Changes Webinar

November 2021 Chapter Meeting (Virtual) Attorneys Robert D. Vale, Roxanne T. Jen and Karishma Patel will explore the proposed tax law changes, how these changes impact estate planning and how the use of a Charitable Remainder Trust (CRT) can provide clients with the benefit of a lifetime payout as an alternative to the no-longer-available...

9-14-21 - Income Producing Assets in a Lower Interest Rate Environment Tuesday, September 14, 2021 at 3:00 PM Pacific Daylight Time

10-13-20 - Social Security and Medicare Updates: What Clients Need To Know Going into 2021 - WEBINAR Tuesday, October 13, 2020 at 3:00 PM Pacific Daylight Time

I will be attending this Financial Planning Association webinar to better understand available planning options in this unusual time.

5-12-20 - Financial Planning in the Time of Coronavirus: Making Lemonade Out of Holly Wilkerson Executive DirectorFPA of San Francisco 9630 Bruceville Road, #106-149Elk Grove, CA 95757Phone (877) 260-3218Email [email protected] Website www.fpasf.org

Excellent information regarding medical expenses for those on Medicare and for those who travel internationally.

How to Help Clients Avoid “Surprise” Medicare Expenses Let’s talk about a few large “surprise” Medicare-related expenses that your clients may not know about.

I will be attending this series of cyber security presentations at Golden Gate University starting August 14.

Cyber Insecurity Cyber Threats: It’s not if, but when?! A cyber threat is a malicious attempt by an individual or organization to gain access to your computing systems. Will your personal data be compromised? Will your company be infiltrated? What will it cost you in dollars, lost productivity, stress, and sense o...

1-8-19 - Global Market Outlook with T.Rowe Price's Asset Allocation Group - WEBI Holly Wilkerson Executive DirectorFPA of San Francisco 9630 Bruceville Road, #106-149Elk Grove, CA 95757Phone (877) 260-3218Email [email protected] Website www.fpasf.org

SAVE THE DATE! November 3rd is Marin Financial

Planning Day. Get free & reliable advice from

volunteer professionals.

Marin Financial Planning Day 2018 A safe place to get financial advice

4-17-18 - Insurance Lessons Learned From 2017 North Bay Wildfires - GOLDEN GATE Holly Wilkerson Executive DirectorFPA of San Francisco 9630 Bruceville Road, #106-149Elk Grove, CA 95757Phone (877) 260-3218Email [email protected] Website www.fpasf.org

I will be attending this meeting about helping those affected by the recent fires in the North Bay areas.

November 10, 2017 - Marin Brown Bag Lunch Meeting - Helping Clients Recover from Holly Wilkerson Executive DirectorFPA of San Francisco 9630 Bruceville Road, #106-149Elk Grove, CA 95757Phone (877) 260-3218Email [email protected] Website www.fpasf.org