By love-89.com In an exclusive interview, we had the opportunity to sit down with Professor Dong Tianlu, the President of Jiad Financial, to discuss his upcoming free seminars focused on retirement and trust inheritance strategies. Scheduled for October 5 and 6, these sessions will take place at the San Jose Country Inns and the Foster City Community Center. Professor Dong aims to provide attendees with a thorough understanding of effective retirement planning.
Professor Dong highlighted three major areas he plans to cover during the seminars:
First, he will delve into income planning strategies, revealing legal approaches that could potentially enhance Social Security benefits by up to $200,000. He will also discuss income planning centered around preferred stocks, which offer annual dividends exceeding those of typical annuity returns by 8%. Furthermore, attendees will learn how to safeguard their families against California’s newly introduced long-term care tax, ensuring their assets remain protected as they age or encounter health issues.
Second, Professor Dong will share investment strategies aimed at outpacing inflation and achieving strong market performance, even in challenging economic times. His goal is to equip participants with the tools they need to build resilient investment portfolios.
Lastly, he will provide valuable insight into trust planning techniques designed to shield attendees’ assets from various challenges, including estate probate issues and risks posed by divorce, bankruptcy, or litigation.
With an impressive background in family legacy education gained through his EMBA course, alongside his credentials as an IRS Enrolled Agent, Estate Planning Advisor, Long-Term Care Consultant, and Global Certified Financial Planner, Professor Dong is well-prepared to share his extensive knowledge drawn from numerous inheritance cases.
The seminars will take place on Saturday, October 5, at 10 a.m. and 2 p.m. at the San Jose Country Inns (1350 N. 4th St, San Jose, CA 95112) and on Sunday, October 6, at 2 p.m. in the Port Room at the Foster City Community Center (1000 E. Hillsdale Blvd., Foster City, CA 94404). Those interested in attending can reserve their spots or request more information by calling or texting 408-887-8578.