Date: Saturday, August 29, 2026
Time: 10:00 AM – 12:00 PM (Doors Open: 9:45 AM)
Location: Dallas Chinese Community Center (400 N Greenville Ave., Suite 12, Richardson, TX 75081)
About the Seminar
No matter where you are in life’s journey, from raising young children to planning for retirement, this seminar will provide practical financial strategies to help you plan with confidence.
Learn about education funding, tax-advantaged financial tools, retirement income planning, and tax-saving opportunities for small business owners, and discover ways to build a stronger financial future for you and your family.
Key Topics
- Newborn financial planning and education savings
- Section 7702 tax-advantaged financial strategies
- Retirement income planning
- Tax-saving opportunities for small business owners