(More sessions are in the works and coming up soon!)
- Previous Sessions Below -
Stock image depicting an international accountant calculating taxes, like we all do in the U.S. especially before April 15 every year.
Tax Gold Mines and Land Mines
This session was great! Sorry if you missed it. Minutes were posted on our Blog space.
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In this hour together on Tuesday, March 19, 2024, at Noon Pacific, we'll hear from Nathan Brown, a 19-year veteran of Intel Corporation and Certified Financial Planner.
Nathan will cover tax strategies and considerations for your withholdings, estimated taxes, and tax payments, recent and potential tax law changes, reporting employer stock basics, and help you learn more about avoiding unnecessary taxation and unexpected tax surprises.
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All are welcome! Tell your friends, co-workers, and taxpayer kids.
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Hope to see you then, Club Friends!
Because money matters! :)
el
Stock image depicting an attorney reviewing law books in a library/office setting.
Estate planning, it's for every one of us.
This session was great, sorry if you missed it! Minutes were posted on our Blog space.
Thank you for your participation!
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In this hour together on Tuesday, March 5, 2024, at Noon Pacific, we'll hear from Mr. Mark S. Drobny, Attorney at Law. Mr. Drobny specializes in estate planning, trusts, and probate law, and while he's licensed in the State of California, he will present on these concepts in general, to help you build your own literacy in these important life decisions. After this session, you'll be ready to start designing or validating/revising your own estate plan for your future. All are welcome! Tell your friends, co-workers, and kids.
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Hope to see you then, Club Friends!
Because money matters! :)
el
Stock image depicting a learner with their hand raised in a classroom setting.
There are NO dumb questions at The Money Matters Club!
This session was so lovely, on Tuesday (January 16), it will be offered again in our line up soon, sorry if you missed this one!
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In this hour together on Tuesday, January 16, 2024, at Noon Pacific, we'll informally converse about the money matters questions you have on your minds. You'll ask your questions here, or just listen in to learn or to contribute what you can to help boost your fellow Club Friends' awareness of the strategies and considerations for managing their money best. All are welcome! Tell your friends, co-workers, and kids.
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Hope to see you then, Club Friends!
Because money matters! :)
el
Stock image depicting a celebration of a New Year coming, just out of focus are twinkle lights and champagne, in focus is a festive serving of bunched green grapes.
Year-end reflections on your best money moves and more steps to take before the New Year...
This session was great! Sorry if you missed it. Minutes are posted in our Blog space.
Thank you for your participation!
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In this hour together on Tuesday, December 5, 2023, at Noon Pacific, we'll informally converse about the money moves you're grateful for making this year, a sort of Money Matters Club Friends-giving! You'll contribute your tips and best money moves to help fellow Club Friends learn from you as they begin to draft their New Year's resolutions ahead.
The other half of the hour will be focused on reviewing some more year-end money hygiene steps and overall good money moves you can make to end the year on your best foot forward. We'll cover a few more ways to lower your taxable income, including best charitable giving methods from a taxation perspective, and whether you would want to consider any tax-loss harvesting for tax year 2023. Hope to see you then, Club Friends!
Because money matters!
Stock image depicting a crow perched on a blank tombstone in a nighttime cemetery scene, presumably on Halloween.
Let's Not Be Spooked About Life's Unknowns, Let's Be Ready for Them!
This session was great! Sorry if you missed it. Minutes are posted in our Blog space.
Thank you for your participation!
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In this Halloween hour together on Tuesday, Oct. 31, at Noon Pacific, we'll talk about adequately protecting yourself and your wealth from life's scary unknowns.
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You'll equip yourself with the information needed to unmask any complicated insurance product that may knock on your door and learn to treat appropriate strategies with consideration as you design or bolster your wealth protection plan.
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Because money matters!
Stock image of a doctor/patient conversation as the pair are happily reviewing a clip board and data we can't see, a medical invoice perhaps.
Let's Leverage Health Savings Accounts & Flexible Spending Accounts!
This session was great! Sorry if you missed it. Minutes are posted in our
Blog space.
Thank you for your participation!
In this hour together on Tuesday, Oct. 17, at Noon Pacific, we'll talk about the role Health Savings Accounts, Flexible Spending Accounts, and Limited Use FSAs can play in Americans' financial plans.
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You'll spike your understanding around the considerations for including these types of accounts in your life and just in time for the typical employer's annual benefits enrollment season!
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Because money matters!
US Senator William V. Roth
Let's Celebrate Roth!
This session was great! Sorry if you missed it. Minutes were posted in our Blog space.
Thank you for your participation!
In this hour together on Tuesday, July 25, at Noon Pacific, we'll honor the founder of Roth savings accounts and celebrate all the value these accounts have delivered to countless Americans.
You'll learn the considerations for including Roth savings account types in your life!
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Because money matters!