•   |  (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.

2019 EDUCATIONAL WORKSHOPS 

 

YOUR 2019 INVESTMENT STRATEGY

In these confusing times, when we have a strong economy that is buffeted by fickle and contradictory policies, it is more important than ever to have sound financial advice.  Take advantage of new opportunities, protect against unexpected risks, and accomplish your family's most important goals.

Saturday, March 16, 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)

 

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

Help your kids achieve their dreams, and put them on the path to financial independence.  Learn about the 529 college savings plan, the benefits and risks of borrowing, earning potential, protection from fraud and identity theft, and the power of long-term investing.

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

9:00 a.m. – 11:00 a.m.

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 SCHEDULE 

YOUR 2019 INVESTMENT STRATEGY

Saturday, March 16, 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 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

 

HELP YOUR CHILDREN WITH FINANCES

Saturday, May 4, 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

 

HELP YOUR CHILDREN WITH FINANCES

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

Saturday, July 13, 2019

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

Kondo Wealth Advisors Pasadena Office (tentative)

300 N. Lake Ave. Suite 920

Pasadena, CA  91101

 

YOUR RETIREMENT CHECKLIST AND LTC/LI HYBRIDS

Saturday, July 20, 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

 

INVESTING AFTER AGE 70.5 AND RMDs

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

 

INVESTING AFTER AGE 70.5 AND RMDs

Saturday, September 14, 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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