•   |  (626) 449-7783

EDUCATIONAL WORKSHOPS

OVERVIEW

Kondo Wealth Advisors offers free seminars where clients, friends/family, and those looking for financial advice have an opportunity to hear Alan speak about topics that coincide with their financial interests and needs. Coffee and a light snack are provided. If you would like to attend an upcoming seminar please call (626)-449-7783 to RSVP with Tina.

TENTATIVE 2019 EDUCATIONAL WORKSHOPS 

 

YOUR 2019 INVESTMENT STRATEGY

Whether you're happy or disappointed by the new tax bill, you want to be informed to take advantage of any opportunities and protect yourself against any new risks.  Learn what you need to do to accomplish your family's most important goals.

Saturday, March 16, 2019

10:00 a.m. – 12:00 noon

South Pasadena Public Library Community Room

1115 El Centro St.

South Pasadena, CA  91030

(This activity is not sponsored by the City of South Pasadena or the South Pasadena Public Library)

 

Saturday, March 23, 2019

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Community Center

1670 W. 162ndStreet

Gardena, CA  90247

(Not sponsored by the City of Gardena)

 

HELP YOUR CHILDREN WITH FINANCES

Description to come

Saturday, May 4, 2019

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Community Center

1670 W. 162ndStreet

Gardena, CA  90247

(Not sponsored by the City of Gardena)

 

Saturday, May 11, 2019

9:00 a.m. – 11:00 a.m.

South Pasadena Public Library Community Room

1115 El Centro St.

South Pasadena, CA  91030

(This activity is not sponsored by the City of South Pasadena or the South Pasadena Public Library)

 

YOUR RETIREMENT CHECKLIST AND LTC/LI HYBRIDS

Are you prepared for retirement?  Age 65 comes upon us before we know it.  learn what to do ahead of time.

Saturday, July 13, 2019

10:00 a.m. – 12:00 noon

Kondo Wealth Advisors (location tentative)

300 N. Lake Ave. Suite 920

Pasadena, CA  91030

 

 

Saturday, July 20, 2019

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Community Center

1670 W. 162ndStreet

Gardena, CA  90247

(Not sponsored by the City of Gardena)

 

INVESTING AFTER AGE 70.5 & RMD'S

You've hit age 70.5 and have to start taking distributions from your IRAs.  What do you do with the money?  Learn the best investments for those Age 70+.

Saturday, September 7, 2019

9:00 a.m. – 11:00 a.m.

South Pasadena Public Library Community Room

1115 El Centro St.

South Pasadena, CA  91030

(This activity is not sponsored by the City of South Pasadena or the South Pasadena Public Library)10:00 a.m. – 12:00 noon

 

Saturday, September 14, 2019

9:00 a.m. – 11:00 a.m.

Ken Nakaoka Community Center

1670 W. 162ndStreet

Gardena, CA  90247

(Not sponsored by the City of Gardena)

 

 


 

EDUCATIONAL WORKSHOPS

2019 TENTATIVE SCHEDULE 

YOUR 2019 INVESTMENT STRATEGY

Saturday, March 16, 2019

10:00 a.m. - 12:00 p.m.

South Pasadena Public Library Community Room**

1115 El Centro St.

South Pasadena, CA  91030

**This activity is not sponsored by the City of South Pasadena or the South Pasadena Public Library

 

 

YOUR 2019 INVESTMENT STRATEGY

Saturday, March 23, 2019

9:00 a.m. - 11:00 a.m.

Ken Nakaoka Center*

1670 W. 162nd St.,

Gardena, CA  90247

*not sponsored by the City of Gardena

 

 

Contact Us

300 North Lake Avenue, Suite 920
Pasadena, California 91101
Phone: (626) 449-7783
Fax: (626) 449-7785
Email: info@kondowealthadvisors.com

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