Maxon Financial

01/04/2022

Reviewing some unexpected changes for tax planning.

Tuesday, January 11, 2022 at 12:00 PM Pacific Standard Time

11/12/2021

Important information about new tax laws.

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...

11/03/2021

Tax Law Changes Webinar

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...

08/17/2021

Tuesday, September 14, 2021 at 3:00 PM Pacific Daylight Time

10/09/2020

Tuesday, October 13, 2020 at 3:00 PM Pacific Daylight Time

05/05/2020

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

Holly Wilkerson Executive DirectorFPA of San Francisco 9630 Bruceville Road, #106-149Elk Grove, CA 95757Phone (877) 260-3218Email [email protected] Website www.fpasf.org

01/17/2020

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

Let’s talk about a few large “surprise” Medicare-related expenses that your clients may not know about.

08/09/2019

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

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...

01/02/2019

Holly Wilkerson Executive DirectorFPA of San Francisco 9630 Bruceville Road, #106-149Elk Grove, CA 95757Phone (877) 260-3218Email [email protected] Website www.fpasf.org

10/31/2018

SAVE THE DATE! November 3rd is Marin Financial

Planning Day. Get free & reliable advice from

volunteer professionals.

A safe place to get financial advice

04/13/2018

Holly Wilkerson Executive DirectorFPA of San Francisco 9630 Bruceville Road, #106-149Elk Grove, CA 95757Phone (877) 260-3218Email [email protected] Website www.fpasf.org

10/26/2017

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

Holly Wilkerson Executive DirectorFPA of San Francisco 9630 Bruceville Road, #106-149Elk Grove, CA 95757Phone (877) 260-3218Email [email protected] Website www.fpasf.org