Events

January 2017 Dates:


1/6/17 – Golden Corral –
“Women and Money”

10:00am – 12:00pm, 12:00pm – 1:00pm Lunch
1868 N. Power Road Mesa, AZ 85205
Please call (800) 955-1408 to RSVP

1/10/17 – Golden Corral –
“How Women, Widows and Couples Can Increase Income & Reduce Taxes!”

1:00pm – 3:00pm, 3:00pm – 4:00pm Supper
1868 N. Power Road Mesa, AZ 85205
Please call (800) 955-1408 to RSVP

1/18/17 – Desert Foothills Library –
“Secure Your Financial Future: Lessons from Warren Buffett”

1:00pm – 3:00pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

1/19/17 – FCF-Holland Community Center –
“How Women, Widows & Couples Can Increase Income & Reduce Taxes”

10:30am – 12:30pm
34250 N. 60th Street, Building B, Scottsdale, AZ 85266
Please call (800) 955-1408 to RSVP

1/26/17 – Desert Foothills Library –
“Why Tax Savings and Alternative Investments are Better than Wall Street”

1:00pm – 3:00pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

February 2017 Dates:


2/1/17 – Golden Corral –
“Secrets of Roth and Multi-Generational IRAs”

1:00pm – 3:00pm, 3:00pm – 4:00pm Supper
1868 N. Power Road Mesa, AZ 85205
Please call (800) 955-1408 to RSVP

2/2/17 – Golden Corral –
“Secure Your Financial Future: Lessons from Warren Buffett!”

10:30am – 12:30pm, 12:30pm – 1:30pm Lunch
1868 N. Power Road Mesa, AZ 85205
Please call (800) 955-1408 to RSVP

2/16/17 – FCF-Holland Community Center –
“Secrets of Roth and Multi-Generational IRAs”

10:30am – 12:30pm
34250 N. 60th Street, Building B, Scottsdale, AZ 85266
Please call (800) 955-1408 to RSVP

2/16/17 – Desert Foothills Library –
“Common Sense Financial Strategies”

2:00pm – 4:00pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

2/18/17 – FCF-Holland Community Center –
“How to Maximize Your Social Security & Other Retirement Income”

10:00am – 12:00pm
34250 N. 60th Street, Building B, Scottsdale, AZ 85266
Please call (800) 955-1408 to RSVP

2/18/17 – Desert Foothills Library –
“Protect Your Money”

10:30pm – 12:30pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

2/23/17 – Desert Foothills Library –
“Secrets of Roth and Multi-Generational IRAs”

10:30pm – 12:30pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

2/25/17 – Desert Foothills Library –
“How to Maximize Your Social Security & Other Retirement Income”

10:30pm – 12:30pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

2/24/17 – FCF-Holland Community Center –
“Secure Your Financial Future: Lessons from Warren Buffett”

10:30am – 12:30pm
34250 N. 60th Street, Building B, Scottsdale, AZ 85266
Please call (800) 955-1408 to RSVP

March 2017 Dates:


3/1/17 – Golden Corral –
“Protect Your Money!”

11:15am – 1:15pm, 1:15pm – 2:15pm Lunch
1868 N. Power Road Mesa, AZ 85205
Please call (800) 955-1408 to RSVP

3/2/17 – Golden Corral –
“Why Tax Savings & Alternative Investments Are Better than Wall Street!”

3:00pm – 5:00pm, 5:00pm – 6:00pm Supper
1868 N. Power Road Mesa, AZ 85205
Please call (800) 955-1408 to RSVP

3/8/17 – FCF-Holland Community Center –
“Protect Your Money”

10:30am – 12:30pm
34250 N. 60th Street, Building B, Scottsdale, AZ 85266
Please call (800) 955-1408 to RSVP

3/9/17 – FCF-Holland Community Center –
“Common Sense Financial Strategies”

10:30am – 12:30pm
34250 N. 60th Street, Building B, Scottsdale, AZ 85266
Please call (800) 955-1408 to RSVP

3/16/17 – Desert Foothills Library –
“How Women, Widows and Couples Can Increase Income & Reduce Taxes”

1:00pm – 3:00pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

3/18/17 – Desert Foothills Library –
“Why Tax Savings and Alternative Investments are Better than Wall Street”

10:30am – 12:30pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

3/23/17 – Keller Williams University –
“Why Tax Savings and Alternative Investments are Better than Wall Street”

6:00pm – 6:30pm light supper, 6:30pm – 8:30pm
2077 E. Warner Road, Suite 110 Tempe, AZ 85284
Please email carl@drharoldwong.com to RSVP

3/25/17 – Keller Williams University –
“How to Maximize Your Social Security & Other Retirement Income”

10:00am – 12:00pm, 12:00pm – 1:00pm light lunch
2077 E. Warner Road, Suite 110 Tempe, AZ 85284
Please email carl@drharoldwong.com to RSVP

April 2017 Dates:


4/1/17 – Desert Foothills Library –
“Protect Your Money”

10:30pm – 12:30pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

4/4/17 – Desert Foothills Library –
“Secrets of the Rockefeller Trust”

10:30pm – 12:30pm
38443 N. Schoolhouse Road Cave Creek, AZ 85331
Please call (800) 955-1408 to RSVP

4/5/17 – Golden Corral –
“Common Sense Financial Strategies!”

3:30pm – 5:30pm, 5:30pm – 6:30pm Supper
1868 N. Power Road Mesa, AZ 85205
Please call (800) 955-1408 to RSVP

4/6/17 – Golden Corral –
“Why Tax Savings & Alternative Investments Are Better than Wall Street!”

10:30am – 12:30pm, 12:30pm – 1:30pm Lunch
1868 N. Power Road Mesa, AZ 85205
Please call (800) 955-1408 to RSVP

4/20/17 – Keller Williams University –
“Secrets of Roth and Multi-Generational IRAs”

6:00pm – 6:30pm light supper, 6:30pm – 8:30pm
2077 E. Warner Road, Suite 110 Tempe, AZ 85284
Please email carl@drharoldwong.com to RSVP

4/22/17 – Keller Williams University –
“Secure Your Financial Future: Lessons from Warren Buffett”

10:00am – 12:00pm, 12:00pm – 1:00pm light lunch
2077 E. Warner Road, Suite 110 Tempe, AZ 85284
Please email carl@drharoldwong.com to RSVP

May 2017 Dates:


5/18/17 – Keller Williams University –
“Protect Your Money”

6:00pm – 6:30pm light supper, 6:30pm – 8:30pm
2077 E. Warner Road, Suite 110 Tempe, AZ 85284
Please email carl@drharoldwong.com to RSVP

5/20/17 – Keller Williams University –
“Why Tax Savings and Alternative Investments are Better than Wall Street”

10:00am – 12:00pm, 12:00pm – 1:00pm light lunch
2077 E. Warner Road, Suite 110 Tempe, AZ 85284
Please email carl@drharoldwong.com to RSVP

June 2017 Dates:


6/15/17 – Keller Williams University –
“Common Sense Financial Strategies”

6:00pm – 6:30pm light supper, 6:30pm – 8:30pm
2077 E. Warner Road, Suite 110 Tempe, AZ 85284
Please email carl@drharoldwong.com to RSVP

6/17/17 – Keller Williams University –
“How to Maximize Your Social Security & Other Retirement Income”

10:00am – 12:00pm, 12:00pm – 1:00pm light lunch
2077 E. Warner Road, Suite 110 Tempe, AZ 85284
Please email carl@drharoldwong.com to RSVP

 
 

Past Seminars:

November 2016 Dates:


11/26/16 – Hilton Garden Inn –
“Secure Your Financial Future: Lessons from Warren Buffett”

2:00pm – 2:50pm
Pinetop Room, 4000 N. Central Avenue, Phoenix, AZ 85012

11/19/16 – Keller Williams University –
“Why Tax Savings & Alternative Investments are Better than Wall Street”

2:30pm – 4:30pm, 4:30pm – 5:30pm Light supper
2077 E. Warner Road, Suite 110 Tempe, AZ 85284

October 2016 Dates:


10/20/16 – Apache Wells Country Club Bar & Grill –
“How Women, Widows and Couples Can Increase Income & Reduce Taxes”

10:30am – 11:30am
5601 E. Hermosa Vista Drive, Mesa, AZ 853131

June 2016 Dates:


6/18/16 – Keller Williams University –
“How to Maximize Your Social Security & Other Retirement Income”

10:00am – 12:00pm
2077 E. Warner Rd., Suite 110, Tempe AZ 85284

6/14/16 – Keller Williams University –
“Secrets of the Rockefeller Trust”

6:30pm – 8:30pm
2077 E. Warner Rd., Suite 110, Tempe AZ 85284

6/8/16 – Desert Foothills Library –
“Common Sense Financial Strategies”

10:30am – 12:30pm
38443 N Schoolhouse Rd, Cave Creek, AZ 85331

6/4/16 – Desert Foothills Library –
“How to Maximize Your Social Security & Other Retirement Income”

10:30am – 12:30pm
38443 N Schoolhouse Rd, Cave Creek, AZ 85331

May 2016 Dates:


5/21/16 – Keller Williams University –
“Secure Your Financial Future; Lessons from Warren Buffett”

10:00pm – 12:00pm, Lunch 12:00pm – 1:00pm
2077 E. Warner Road, Suite 110, Tempe, AZ 85284

5/17/16 – Beattitudes Restaurant –
“Protect Your Money”

Arizona Education Association- Retirees
11:00am – 11:45am
1610 Glendale Ave., Phoenix, AZ

5/16/16 – Shalimar Country Club –
“Secret Advanced Retirement & Tax Strategies”

National Active and Retired Federal Employees – Tempe Chapter
11:00am – 12:30pm
2032 E. Golf Ave., Tempe, AZ

5/7/16 – Desert Foothills Library –
“Common Sense Financial Strategies”

10:30am – 12:30pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

5/4/16 – Desert Foothills Library –
“Protect Your Money”

2:00pm – 4:00pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

April 2016 Dates:


4/30/16 – Keller Williams University –
“How to Maximize Your Social Security & Other Retirement Income”

10:00am – 12:00pm, Lunch 12:00pm – 1:00pm
2077 E. Warner Road, Suite 110, Tempe, AZ 85284

4/28/16 – Keller Williams University –
“How Women, Widows, and Couples Can Increase Income & Reduce Taxes”

Supper 6:00pm – 6:30pm, 6:30pm – 8:30pm
2077 E. Warner Road, Suite 110, Tempe, AZ 85284

4/16/16 – Desert Foothills Library –
“How to Maximize Your Social Security & Other Retirement Income”

10:30am – 12:30pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

4/14/16 – Pinnacle West Retirees Club –
“Women and Money”

10:00am – 10:45am
12851 N. 19th Avenue, Phoenix, AZ 85029

4/12/16 – National Association of Retired Federal Employees –
“Protect Your Money”

4/12/16 – American Legion Post 44 –
“TBD”

National Active and Retired Federal Employees – Scottsdale Chapter
1:00pm – 1:30pm, 1:30pm – 1:45pm Q&A
7145 E. 2nd St., Scottsdale, AZ

4/7/16 – Desert Foothills Library –
“Retirement Planning for Success: Part 2”

1:00pm – 4:00pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

4/5/16 – Desert Foothills Library –
“Retirement Planning for Success: Part 1”

1:00pm – 4:00pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

4/2/16 – Golden Corral Mesa –
“How to Maximize Your Social Security & Other Retirement Income”

11:15am – 1:15pm, Lunch 1:15pm – 2:15pm
1868 N. Power Rd. Mesa, AZ 85205

4/1/16 – Golden Corral Mesa –
“Secrets of the Rockefeller Trust”

10:00am – 12:00pm, Lunch 12:00pm – 1:00pm
1868 N. Power Rd. Mesa, AZ 85205

March 2016 Dates:


3/23/16 – Good Shepherd of the Hills Episcopal Church – Men’s Group –
“Secure your financial future; lessons from Warren Buffett”

5:30pm – 7:30pm
6502 E Cave Creek Rd, Cave Creek AZ 85331

3/22/16 – Las Sendas Retirees Club –
“Secrets of Roth and Multi Generational IRAs”

9:45am – 10:45am
7900 East Eagle Crest Dr. Mesa, AZ 85207

3/21/16 – Grayhawk Community Association –
“How to maximize your Social Security and other retirement income”

Supper 5:30pm – 6:00pm, 6:00pm – 7:30pm
7940 E. Thompson Peak Pkwy #102, Scottsdale, AZ 85255

3/19/16 – Desert Foothills Library –
“How Women widows and couples can increase income and reduce taxes”

10:30am – 12:30pm
38443 N. Schoolhouse Rd. Cave Creek, AZ 853131

3/17/16 – Apache Wells Bar & Grill –
“Protect Your Money”

National Active and Retired Federal Employees – Mesa Chapter
10:30am – 11:30am
5601 E. Hermosa Vista Drive, Mesa, AZ 853131

3/16/16 – Sun Lakes Country Club –
“Secure your financial future; lessons from Warren Buffett”

10:00am – 12:00pm, Lunch 12:00pm – 1:00pm
25601 N. Sun Lakes Blvd, Sun Lakes, AZ 85248

3/10/16 – Desert Foothills Library –
“Secure your financial future; lessons from Warren Buffett”

2:00pm – 4:00pm
38443 N. Schoolhouse Rd. Cave Creek, AZ 853131

3/9/16 – Property Owners & Residents Association –
“How Women widows and couples can increase income and reduce taxes”

10:30am – 12:30pm
13815 Camino del Sol, Sun City West, AZ 85375

3/8/16 – Iron Oaks –
“Secrets of the Rockefeller Trust”

10:00am – 12:00pm, Lunch 12:00pm – 1:00pm
24218 S. Oakwood Blvd. Sun Lakes, AZ 85248

3/2/16 – Golden Corral Mesa –
“Dr. Wong’s investment markets analysis”

11:15am – 1:15pm, Lunch 1:15am – 2:15pm
1868 N. Power Rd. Mesa, AZ 85205

3/1/16 – Golden Corral Mesa –
“Protect Your Money”

3:00pm – 5:00pm, Supper 5:00pm – 6:00pm
1868 N. Power Rd. Mesa, AZ 85205

February 2016 Dates:


2/29/16 – Property Owners & Residents Association –
“Secrets of Roth and Multi Generational IRAs”

10:30am – 12:30pm
13815 Camino del Sol, Sun City West, AZ 85375

2/25/16 – Fountain of the Sun –
“Lunch n Learn- Secrets of Roth and Multi Generational IRAs”

11:00am – 1:00pm
540 S. 80th St. Mesa, AZ 85208

2/23/16 – Las Sendas Retirees Club –
“Dr. Wong’s investor Market analysis”

9:45am – 10:45am
7900 East Eagle Crest Dr. Mesa, AZ 85207

2/22/16 – Grayhawk Community Association –
“Common Sense Financial Strategies”

Supper 5:30pm – 6:00pm, 6:00pm – 7:30pm
7940 E. Thompson Peak Pkwy #102, Scottsdale, AZ 85255

2/22/16 – New Frontiers For Lifelong Learning –
“Common Sense Financial Strategies”

1:00pm – 3:00pm
183 W. Southern Ave. Mesa, AZ 85202

2/20/16 – Desert Foothills Library –
“Roth & MGIRAs”

10:30pm – 12:30pm
38443 N. Schoolhouse Rd. Cave Creek, AZ 853131

2/18/16 – Sun Lakes Country Club –
“Common Sense”

10:00pm – 1:00pm
25601 N. Sun Lakes Blvd, Sun Lakes, AZ 85248

2/16/16 – Rio Salado College –
“ROLI Part 1”

1:00pm – 4:00pm
12535 W. Smokey Dr. Surprise, AZ 85378

2/12/16 – Iron Oaks –
“Secrets of Multi Generational IRAs”

10:00am – 1:00pm
24218 S. Oakwood Blvd. Sun Lakes, AZ 85248

2/11/16 – Golden Corral Mesa –
“Common Sense Financial Strategies”

4:00pm – 6:00pm, Supper 6:00pm – 7:00pm
1868 N. Power Rd. Mesa, AZ 85205

2/9/16 – Desert Foothills Library –
“Secrets of the Rockefeller Trust”

2:00pm – 4:00pm
38443 N. Schoolhouse Rd. Cave Creek, AZ 853131

2/4/16 – Red Mountain Ranch Country Club –
“Secure your financial future; lessons from Warren Buffett”

6:30pm – 8:30pm
6425 E. Teton Circle, Mesa, AZ 85215

2/3/16 – New Frontiers For Lifelong Learning –
“ROLI Part 2”

1:00pm – 4:00pm
Maricopa County Community College

2/2/16 – New Frontiers For Lifelong Learning –
“ROLI Part 1”

1:00pm – 4:00pm
Maricopa County Community College

2/1/16 – Dobson Ranch Retirees club –
“Protect Your Money”
10:00am – 10:30am
1644 S Dobson Rd, Mesa, AZ 85202

January 2016 Dates:


1/28/16 – Red Mountain Ranch Country Club –
“Secrets of Roth and Multi Generational IRAs”

Supper 6:00pm – 6:30pm, 6:30pm – 8:30pm
6425 E. Teton Circle, Mesa, AZ 85215

1/28/16 – Fountain of the Sun –
“Secure your financial future; lessons from Warren Buffett”

11:00am – 1:00pm Lunch and Learn
540 S. 80th St. Mesa, AZ 85208

1/27/16 – Rio Salado College –
“Protect Your Money”

10:00am – 12:00pm
12535 W. Smokey Dr. Surprise, AZ 85378

1/26/16 – Burton Barr Central Phoenix Library –
“How Women widows and couples can increase income and reduce taxes”

6:30pm – 8:30pm
1221 N. Central Ave, Phoenix, AZ 85004

1/25/16 – Grayhawk Community Association –
“How Women widows and couples can increase income and reduce taxes”

Supper 5:30pm – 6:00pm, 6:00pm – 7:30pm
7940 E. Thompson Peak Pkwy #102, Scottsdale, AZ 85255

1/23/16 – Golden Corral Mesa –
“Dr. Wong’s Investment Markets Analysis”

11:00am – 12:30pm, Lunch 12:30pm – 1:30pm
24218 S. Oakwood Blvd. Sun Lakes, AZ 85248

1/22/16 – Caliber Annual Real Estate Summit –
“Secret Advanced Tax Strategies”

2:45pm – 3:45pm
Crowne Plaza Hotel, 4300 E. Washington Street, Phoenix, AZ 85034
*Private Event – restricted to clients and their special guests

1/22/16 – Iron Oaks –
“Warren Buffett”

10:00am – 12:00pm, Lunch 12:00pm – 1:00pm
24218 S. Oakwood Blvd. Sun Lakes, AZ 85248

1/21/16 – Red Mountain Ranch Country Club –
“How Women widows and couples can increase income and reduce taxes”

Supper 6:00pm – 6:30pm, 6:30pm – 8:30pm
6425 E. Teton Circle, Mesa, AZ 85215

1/20/16 – Desert Foothills Library –
“Common sense financial strategies”

2:00pm – 4:00pm
38443 N. Schoolhouse Rd. Cave Creek, AZ 853131

1/16/16 – Desert Foothills Library –
“How to maximize your social security and your retirement income”

10:30am – 12:30pm
38443 N. Schoolhouse Rd. Cave Creek, AZ 853131

1/15/16 – Golden Corral Mesa –
“Secrets of Roth and Multi Generational IRAs”

11:15am – 1:15pm, Lunch 1:15pm – 2:15pm
1868 N. Power Rd. Mesa, AZ 85205

1/14/16 – Desert Foothills Women’s Club –
“How Women widows and couples can increase income and reduce taxes”

10:45am – 11:45pm
8620 E. Thompson Peak Pkwy, Scottsdale, AZ 85255

1/13/16 – Golden Corral Mesa –
“Women & Money widows and couples can increase income and reduce taxes”

4:00pm – 6:00pm, Supper 6:00pm – 7:00pm
1868 N. Power Rd. Mesa, AZ 85205

1/11/16 – Sun Lakes Country Club –
“How Women, Widows & Couples Can Increase Income and Reduce Taxes”

3:30pm – 6:30pm
25425 S. Sun Lakes Blvd., Sun Lakes, AZ 85248

1/9/16 – Burton Barr Library –
“Secure Your Financial Future: Lessons from Warren Buffett”

3:30pm – 6:30pm
1221 N. Central Ave., Phoenix, AZ 85004

December 2015 Dates:


12/9/15 – Kiwanis Club of Carefree –
“Roth & MGIRAs”

12:00pm – 12:30pm
38443 N. Schoolhouse Rd. Cave Cree, AZ 85331

November 2015 Dates:


11/24/15 – Tentative Las Sendas –
“No Topic Set”

9:00am – 11:00am
7900 East Eagle Crest Dr. Mesa, AZ 85207

11/19/15 – Fountain of the Sun –
“Women & Money”

11:00am – 1:00pm
540 S. 80th St. Mesa, AZ 85208

11/14/15 – Keller Williams East Valley University –
“Social Security”

10:00am – 12:00pm
2077 E. Warner Rd. Tempe, AZ 85284

11/12/15 – Keller Williams East Valley University –
“Roth & MGIRAs”

6:30pm – 8:30pm
2077 E. Warner Rd. Tempe, AZ 85284

October 2015 Dates:


10/30/15 – Golden Corral Surprise –
“Women & Money”

10:00am – 12:00pm
17674 N. Litchfield Dr. Surprise, AZ 85374

10/29/15 – Golden Corral Surprise –
“Warren Buffett”

3:00pm – 5:00pm
17674 N. Litchfield Dr. Surprise, AZ 85374

10/27/15 – Grayhawk Community Association –
“Warren Buffett”

6:00pm – 7:30pm
7940 E. Thompson Peak Pkwy #102, Scottsdale, AZ 85255

10/25/15 – Desert Foothills Library –
“Roth & MGIRAs”

10:30am – 12:30pm
38443 N. Schoolhouse Rd. Cave Creek, AZ 853131

10/23/15 – Property Owners & Residents Association –
“Common Sense”

1:00pm – 3:00pm
13815 Camino del Sol, Sun City West, AZ 85375

10/21/15 – New Frontiers For Lifelong Learning –
“ROLI Part 2”

1:00pm – 4:00pm
183 W. Southern Ave. Mesa, AZ 85202

10/20/15 – New Frontiers For Lifelong Learning –
“ROLI Part 1”

1:00pm – 4:00pm
183 W. Southern Ave. Mesa, AZ 85202

10/17/15 – Keller Williams East Valley University –
“Warren Buffett”

10:00am – 12:00pm
2077 E. Warner Rd. Tempe, AZ 85284

10/15/15 – Keller Williams East Valley University –
“Women & Money”

6:30pm – 8:30pm
2077 E. Warner Rd. Tempe, AZ 85284

10/15/15 – North Valley Coalition on Aging –
“Baby Boomers”

10:30am – 11:15pm
9185 E. Desert Cove Ave. Scottsdale, AZ 85260

10/14/15 – Seville Golf & Country Club –
“Warren Buffett”

11:30am – 12:15pm
6683 South Clubhouse Dr. Gilbert, AZ 85298

10/13/15 – Rio Salado College –
“Women & Money”

1:00pm – 3:00pm
12535 W. Smokey Dr. Surprise, AZ 85378

10/8/15 – New Frontiers For Lifelong Learning –
“Warren Buffett”

12:30pm – 3:30pm
183 W. Southern Ave. Mesa, AZ 85202

September 2015 Dates:


9/24/15 – Desert Foothills Library –
“Woman & Money”

2:00pm – 4:00pm
38443 N. Schoolhouse Rd. Cave Creek, AZ 853131

9/19/15 – Desert Foothills Library –
“Social Security”

10:30am – 12:30pm
38443 N. Schoolhouse Rd. Cave Creek, AZ 853131

9/15/15 – Keller Williams East Valley University –
“Baby Boomers”

6:30pm – 8:30pm
2077 E. Warner Rd. Tempe, AZ 85284

9/12/15 – Keller Williams East Valley University –
“Social Security”

10:00am – 12:00pm
2077 E. Warner Rd. Tempe, AZ 85284

July 2015 Dates:


Sat. 7/25/15 – Desert Foothills Library –
“How Baby Boomers Should Financially Prepare For a Happy Retirement”

10:30 am
38443 N. Schoolhouse Rd. Cave Cree, AZ 85331

Sat. 7/18/15 – Desert Foothills Library –
“Social Security Income & Other Retirement Income: How do you Maximize it?”

10:30 am
38443 N. Schoolhouse Rd. Cave Cree, AZ 85331

June 2015 Dates:


Sat. 6/20/15 – Keller Williams University –
“How to Maximize Your Social Security & Other Retirement Income”

10:00 am – 12:00 pm
2077 E. Warner Road, Tempe, AZ 85284

Thurs. 6/18/15 – Keller Williams University –
“Secrets of the Rockefeller Trust”

6:30 pm – 8:30 pm
2077 E. Warner Road, Tempe, AZ 85284

Sat. 6/6/15 – Desert Foothills Library –
“Secrets of the Rockefeller Trust”

10:30 am – 12:30 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

Thurs. 6/4/15 – Desert Foothills Library –
“Secret Advanced Tax Strategies”

4:30 pm – 6:00 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

May 2015 Dates:


Sat. 5/16/15 – Keller Williams University –
“Secrets of Roth and Multi-Generational IRAs”

10:00 pm – 12:00 pm, Lunch 12:00 pm – 1:00 pm
2077 E. Warner Road, Tempe, AZ 85284

Thurs. 5/14/15 – AZ Public Service Retiree’s Association –
“Secrets of Roth and Multi-Generational IRAs”

10:15 am – 11:15 am
Held at Fraternal Order of Police Lodge #2
12851 N. 19th Avenue, Phoenix, AZ 85029

Weds. 5/13/15 – Keller Williams University –
“Common Sense Financial Strategies”

6:30 pm – 8:30 pm
2077 E. Warner Road, Tempe, AZ 85284

Weds. 5/7/15 – Desert Foothills Library –
“Dr. Wong’s Post-Election Tax & Market Forecast”

4:30 pm – 6:00 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

Sat. 5/2/15 – Desert Foothills Library –
“How to Maximize Your Social Security & Other Retirement Income”

10:00 am – 12:00 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

April 2015 Dates:


Thurs. 4/2/15 – Golden Corral Surprise –
“Secrets of the Rockefeller Trust”

10:00 am – 12:00 pm, Lunch 12:00 pm – 1:00 pm
17674 N. Litchfield Dr. Surprise, AZ 85374

Sat. 4/4/15 – Golden Corral Surprise –
“How to Maximize Your Social Security & Other Retirement Income”

10:00 am – 12:00 pm, Lunch 12:00 pm – 1:00 pm
17674 N. Litchfield Dr. Surprise, AZ 85374

Tue. 4/7/15 – RISE lifelong learning program –
“Secrets of the Roth and Multi-Generational IRAs”

1:00 pm – 3:00 pm
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378

Weds. 4/8/15 – Desert Foothills Library –
“Retirement Planning for Success: Part One”

1:00 – 4:00 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

Thurs. 4/9/15 – Golden Corral Mesa –
“Secrets of the Rockefeller Trust”

10:00 am – 12:00 pm, Lunch 12:00 pm – 1:00 pm.
1868 N. Power Road, Mesa, AZ 85205

Fri. 4/10/15 – Desert Foothills Library –
“Retirement Planning for Success: Part Two”

1:00 pm – 4:00 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

Sat. 4/11/15 – Golden Corral Mesa –
“How to Maximize Your Social Security & Other Retirement Income”

10:00 am – 12:00 pm, Lunch 12:00 am – 1:00 pm.
1868 N. Power Road, Mesa, AZ 85205

Wed. 4/15/15 – RISE lifelong learning program –
“Secure Your Future: Lessons from Warren Buffett”

1:00 pm – 3:00 pm
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378

March 2015 Dates:


Tues. 3/3/15 – Sun Lakes Rotary Club –
“Secrets of Roth and Multi-Generational IRA’s”

7:00 am – 8:00 am meeting and speaker gets 25-30 minutes
Oakwood Country Club in Sun Lakes

Tues. 3/3/15 – Golden Corral Mesa –
“Secure Your Future: Lessons from Warren Buffett”

11:00 am – 1:00 pm, Lunch 1:00 pm – 2:00 pm.
1868 N. Power Road, Mesa, AZ 85205

Weds. 3/4/15 – Golden Corral Mesa –
“Secure Your Future: Lessons from Warren Buffett”

11:00 am – 1:00 pm, Lunch 1:00 pm – 2:00 pm.
1868 N. Power Road, Mesa, AZ 85205

Weds. 3/11/15 – Golden Corral Surprise –
“Secure Your Future: Lessons from Warren Buffett”

10:00 am – 12:00 pm, Lunch 12:00 pm – 1:00 pm
17674 N. Litchfield Dr. Surprise, AZ 85374

Thur. 3/12/15 – Golden Corral Surprise –
“Secure Your Future: Lessons from Warren Buffett”

10:00 am – 12:00 pm, Lunch 12:00 pm – 1:00 pm
17674 N. Litchfield Dr. Surprise, AZ 85374

Mon. 3/16/15 – Desert Foothills Library –
“Protect Your Money”

11:00 am – 1:00 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

Thur. 3/19/15 – Desert Broom Library –
“Common Sense Financial Strategies”

4:00 pm – 6:00 pm
29710 N. Cave Creek Road, Cave Creek, AZ 85331

Sat. 3/21/15 – Desert Broom Library –
“Protect Your Money”

10:00 am – 12:00 pm
29710 N. Cave Creek Road, Cave Creek, AZ 85331

Tues. 3/24/15 – Desert Foothills Library –
“Common Sense Financial Strategies”

2:00 – 4:00 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

February 2015 Dates:


Tues. 2/3/15 – RISE lifelong learning program –
“How Women, Widowers and Couples Can Increase Income & Reduce Taxes”

1:00 pm – 3:00 pm
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378

Weds. 2/4/15 – Golden Corral Surprise –
“Secrets of the ROTH and Multi-Generational IRAs”

10:00 am – 12:00 noon, Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

Thurs. 2/5/15 – Golden Corral Surprise –
“Secrets of the ROTH and Multi-Generational IRAs”

10:00 am – 12:00 noon, Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

Tues. 2/10/15 – PORA – Adult Learning –
“Secure Your Future: Lessons from Warren Buffett”

1:00 pm – 3:00 pm
13815 Camino del Sol, Sun City West, AZ 85375

Thurs. 2/12/15 – Desert Foothills Library –
“How Women, Widowers, and Couples Can Increase Income & Reduce Taxes!”

1:30 pm – 3:30 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

Sat. 2/14/15 – Desert Broom Library –
“How to Maximize Your Social Security and other Income”

10 – 12 noon
29710 N. Cave Creek Road, Cave Creek, AZ 85331

Tues. 2/17/15 – Golden Corral Mesa –
“Secrets of Roth and Multi-Generational IRAs!”

11:00 am – 1:00 pm, Lunch 1:00 pm – 2:00 pm.
1868 N. Power Road, Mesa, AZ 85205

Weds. 2/18/15 – Golden Corral Mesa –
“Secrets of Roth and Multi-Generational IRAs!”

2:30 pm – 4:30 pm, Supper 4:30 pm – 5:30 pm.
1868 N. Power Road, Mesa, AZ 85205

Thurs. 2/19/15 – Desert Broom Library –
“Secrets of the ROTH and Multi-Generational IRAs”

4:00 pm – 6:00 pm
29710 N. Cave Creek Road, Cave Creek, AZ 85331

Sat. 2/21/15 – Desert Foothills Library –
“How to Maximize Your Social Security and other Income”

10-12 noon
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

Mon. 2/23/15 – RISE lifelong learning program –
“Common Sense Financial Strategies”

1:00 pm – 3:00 pm
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378

Tues. 2/24/15 – PORA – Adult Learning –
“Protect Your Money”

1:00 pm – 3:00 pm
13815 Camino del Sol, Sun City West, AZ 85375

January 2015 Dates:


Thurs. 1/8/15 – Golden Corral Surprise –
“How Women, Widowers, and Couples Can Increase Income & Reduce Taxes!”

Seminar 10:00 am – 12:00 noon, Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

Sat. 1/10/15 – Golden Corral Surprise –
“How Women, Widowers, and Couples Can Increase Income & Reduce Taxes!”

Seminar 10:00 am – 12:00 noon, Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

Tues. 1/13/15 – Desert Foothills Library –
“Secure Your Future: Lessons from Warren Buffett”

2:00 pm – 4:00 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85327

Weds. 1/14/15 – Golden Corral Surprise –
Dr. Wong client event (Restricted to Dr. Wong clients only and their invited guests)
“Economic, Tax, and Financial Update for 2015”

11-12 noon
12-1:30 P.M. lunch
17674 N. Litchfield Dr. Surprise, AZ 85374

Thurs. 1/15/15 – Desert Broom Library –
“Secure Your Future: Lessons from Warren Buffett”

4:00 pm – 6:00 pm
29710 N. Cave Creek Road, Cave Creek, AZ 85331

Sat. 1/17/15 – Golden Corral Mesa –
Dr. Wong client event (Restricted to Dr. Wong clients only and their guests)
“Economic, Tax, and Financial Update for 2015”

11-12 noon
12-1:30 P.M. lunch
1868 N. Power Road, Mesa, AZ 85205

Tues. 1/20/15 – PORA – Adult Learning –
“Richness of Life: Retirement Planning for Success Part 1”

1:00 pm – 4:00 pm
13815 Camino del Sol, Sun City West, AZ 85375

Weds. 1/21/15 – Golden Corral Mesa –
“How Women, Widowers, and Couples Can Increase Income & Reduce Taxes!”

10:00 am – 12:00 noon, Lunch 12:00 pm – 1:00 pm.
1868 N. Power Road, Mesa, AZ 85205

Fri. 1/23/15 – Golden Corral Mesa –
“How Women, Widowers, and Couples Can Increase Income & Reduce Taxes!”

10:00 am – 12:00 noon, Lunch 12:00 pm – 1:00 pm.
1868 N. Power Road, Mesa, AZ 85205

Tues. 1/27/15 – PORA – Adult Learning –
“Richness of Life: Retirement Planning for Success Part 2”

1:00 pm – 4:00 pm
13815 Camino del Sol, Sun City West, AZ 85375

Weds. 1/28/15 – Desert Foothills Library –
“Secrets of Roth and Multi-Generational IRAs!”

11 am – 1 pm
38443 N. Schoolhouse Road, Cave Creek, AZ 85331

Sat. 1/31/15 – Desert Broom Library –
“Secure Your Future: Lessons from Warren Buffett”

10:00 am – 12:00 noon
29710 N. Cave Creek Road, Cave Creek, AZ 85331

December 2014 Dates:


12/2/14 – PORA Adult Learning –
“Retirement Planning for Success”

1:00 pm – 4:00 pm
13815 Camino del Sol
Sun City West, AZ 85375

12/9/14 – PORA Adult Learning
“Retirement Planning for Success”

1:00 pm – 4:00 pm
13815 Camino del Sol
Sun City West, AZ 85375

November 2014 Dates:


11/5/14 – RISE –
“Richness of Life Institute: How to Safeguard Your Retirement in a Volatile Economy” Class #1

Seminar: 1 pm – 3 pm
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378

11/12/14 – RISE –
“Richness of Life Institute: How to Safeguard Your Retirement in a Volatile Economy” Class #1

Seminar: 1 pm – 3 pm
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378

11/13/14 – Golden Corral Mesa –
“Secure Your Future: Lessons from Warren Buffett”

Seminar: 10:00 am – 12:00 pm
Free Lunch Buffet: 12:00 pm – 1:00 pm
1868 N. Power Road, Mesa, AZ 85205

11/15/14 – Golden Corral Mesa –
“Secure Your Future: Lessons from Warren Buffett”

Seminar: 10:00 am – 12:00 pm
Free Lunch Buffet: 12:00 pm – 1:00 pm
1868 N. Power Road, Mesa, AZ 85205

11/19/14 – RISE –
“Richness of Life Institute: How to Safeguard Your Retirement in a Volatile Economy” Class #1

Seminar: 1 pm – 3 pm
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378

11/20/14 – Keller-Williams University –
“How you can Maximize Your Social Security and other Income”

6:00 pm – 6:30 pm – Light Supper
6:30 pm – 8:30 pm – Seminar
2077 E. Warner Rd. Suite 110
Tempe, AZ 85284

11/22/14 – Keller-Williams University –
“How you can Maximize Your Social Security and other Income”

10:00 am – 12:00 pm – Seminar
12:00 pm – 1:00 pm – Light lunch
2077 E. Warner Rd. Suite 110
Tempe, AZ 85284

October 2014 Dates:


10/25/14 – Keller-Williams University –
“Secret Advanced Tax Strategies Workshop”

Seminar: 10:00am – 12:00pm
Light Lunch: 12:00pm – 1:00pm
2077 E. Warner Rd. Suite 110
Tempe, AZ 85284

10/28/14 – Keller-Williams University –
“Secret Advanced Tax Strategies Workshop”

Light Supper: 6:00pm – 6:30pm
Seminar: 6:30pm – 8:30pm
2077 E. Warner Rd. Suite 110
Tempe, AZ 85284

September 2014 Dates:


9/25/14 – Keller-Williams University –
“How you can Maximize Your Social Security and other Income”

6:00 pm – 6:30 pm – Light Supper
6:30 pm – 8:30 pm – Seminar
2077 E. Warner Rd. Suite 110
Tempe, AZ 85284

9/27/14 – Keller-Williams University –
“How you can Maximize Your Social Security and other Income”

10:00 am – 12:00 pm – Seminar
12:00 pm – 1:00 pm – Light lunch
2077 E. Warner Rd. Suite 110
Tempe, AZ 85284

June 2014 Dates:


6/5/14 – Keller-Williams University –
“How you can Maximize Your Social Security and other Income”

6:00 pm – 6:30 pm – Light Supper
6:30 pm – 8:30 pm – Seminar
2077 E. Warner Rd. Suite 110
Tempe, AZ 85284

6/7/14 – Keller-Williams University –
“How you can Maximize Your Social Security and other Income”

10:00 am – 12:00 pm – Seminar
12:00 pm – 1:00 pm – Light lunch
2077 E. Warner Rd. Suite 110
Tempe, AZ 85284

May 2014 Dates:


5/8/14 – Golden Corral Surprise –
“Protect Your Money”

10:00 am – 12:00 pm,
Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

5/14/14 – RISE –
“Richness of Life Institute: “How to Safeguard Your Retirement in a Volatile Economy” Class #1

10 A.M.-1 P.M.
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378

5/15/14 –
“Protect Your Money”

6:00 pm – 6:30 pm – Light Supper
6:30 pm – 8:30 pm – Seminar
Keller-Williams Realty E. Valley
2077 E. Warner Rd. Tempe AZ

5/17/14 –
“Secrets of Roth & Multi-Generational IRA’s”

10:00 am – 12:00 pm – Seminar
12:00 pm – 1:00 pm – Light Lunch
Keller-Williams Realty E. Valley
2077 E. Warner Rd. Tempe AZ

5/20/14 – Golden Corral Mesa –
“Protect Your Money”

10:00 am – 12:00 pm,
Lunch 12:00 pm – 1:00 pm.
1868 N. Power Road, Mesa, AZ 85205
To RSVP call: 800-955-2490

5/21/14 – RISE –
“Richness of Life Institute: “How to Safeguard Your Retirement in a Volatile Economy” Class #2

10 A.M.-1 P.M.
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378

April 2014 Dates:


4/3/14 – Golden Corral Surprise –
“Common Sense Financial Strategies”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

4/3/14 – Rio Salado College (RISE) –
“Secure Your Future: Lessons from Warren Buffett”

1:30 pm – 3:30 pm
12535 W. Smokey Drive, Surprise, AZ 85378

4/5/14 – Golden Corral Surprise –
“Common Sense Financial Strategies”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm
17674 N. Litchfield Dr. Surprise, AZ 85374

4/7/14 – Sun City West Investment Club –
“Secrets of the ROTH and Multi-Generational IRA’s!”

7:00 pm – 8:00 pm
RH Johnson Rec Center Lecture Hall

Thurs. 4/17/14 –
How Obamacare Will Increase Your Taxes and Affect Your Retirement Income

6:00 pm – 6:30 pm – Light Supper
6:30 pm – 8:30 pm – Seminar
2077 E. Warner Rd. Tempe AZ

Sat. 4/19/14 –
“How Women, Widow(ers) and Couples Can Increase Income and Reduce Taxes”

10:00 am – 12:00 pm – Seminar
12:00 pm – 1:00 pm – Light lunch
2077 E. Warner Rd. Tempe AZ

4/22/14 – Golden Corral Mesa –
“Common Sense Financial Strategies”

11:00 am – 1:00 pm
Lunch 1:00 pm – 2:00 pm
1868 N. Power Road, Mesa, AZ 85205

4/24/14 – Golden Corral Mesa –
“Common Sense Financial Strategies”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm
1868 N. Power Road, Mesa, AZ 85205

March 2014 Dates:


3/4/14 – Gilbert Kiwanis Club –
“Secrets of the ROTH and Multi-Generational IRAs”

7:00 am – 7:30 pm
Henhouse Café at NE corner of Higley and Guadalupe Roads in Gilbert, AZ

3/6/14 – Golden Corral Surprise –
“Secure Your Future: Lessons from Warren Buffett”

10:00 am – 12:00 pm,
Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

3/8/14 – Golden Corral Surprise –
“Secure Your Future: Lessons from Warren Buffett”

10:00 am – 12:00 pm,
Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

3/13/14 – Keller Williams East Valley Office – Training Room –
“How Obamacare Will Increase Your Taxes and Affect Your Retirement Future”

6:30 pm – 8:00 pm
Snacks 8:00 pm – 8:30 pm
2077 E. Warner Rd., Suite 110, Tempe, AZ 85284

3/15/14 – Keller Williams East Valley Office – Training Room –
“Secure Your Financial Future: Lessons from Warren Buffett!”

10:00 am – 12:00 pm
Light Lunch 12:00 pm – 1:00 pm
2077 E. Warner Rd., Suite 110, Tempe, AZ 85284

3/18/14 – Mesa Community College –
“Richness of Life Institute: How To Safeguard Your Retirement in a Volatile Economy” Class #1

1:00 pm – 4:00 pm
Red Mountain Campus, Room R104, 7110 East McKellips Road, Mesa, AZ 85207

3/20/14 – Mesa Community College –
“Richness of Life Institute: How to Safeguard Your Retirement in a Volatile Economy” Class #1

6:30-9:30 pm
Red Mountain Campus, Room R104, 7110 East McKellips Road, Mesa, AZ 85207

3/21/14 – Golden Corral Mesa –
“Secure Your Future: Lessons from Warren Buffett”

10:00 am – 12:00 pm,
Lunch 12:00 pm – 1:00 pm.
1868 N. Power Road, Mesa, AZ 85205

3/22/14 – Golden Corral Mesa –
“Secure Your Future: Lessons from Warren Buffett”

10:00 am – 12:00 pm,
Lunch 12:00 pm – 1:00 pm.
1868 N. Power Road, Mesa, AZ 85205

3/25/14 – Mesa Community College –
“Richness of Life Institute: How to Safeguard Your Retirement in a Volatile Economy” Class #2

1:00 pm – 4:00 pm
Red Mountain Campus, Room R104, 7110 East McKellips Road, Mesa, AZ 85207

3/27/14 – Mesa Community College –
“Richness of Life Institute: How to Safeguard Your Retirement in a Volatile Economy” Class #2

6:30-9:30 pm
Red Mountain Campus, Room R104, 7110 East McKellips Road, Mesa, AZ 85207

February 2014 Dates:


2/4/14 – New Frontiers For Lifelong Learning –
“Think Again and Grow Rich”

1:00 pm – 3:00 pm
Mesa Community College, Downtown Center, 145 No. Centennial Way, Mesa, AZ 85201

2/6/14 – Golden Corral Surprise –
“Secrets of the ROTH and Multi-Generational IRAs”

10:00 am – 12:00 pm,
Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

2/8/14 – Golden Corral Surprise –
“Secrets of the ROTH and Multi-Generational IRAs”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm
17674 N. Litchfield Dr. Surprise, AZ 85374

2/11/14 – PORA (Sun City West Homeowners) –
“Secure Your Financial Future: Lessons from Warren Buffett!”

1:00 -3:00 pm
13815 Camino del Sol, Sun City West, AZ 85375

2/12/14 – Sun City Grand Learning –
“Secrets of the ROTH and Multi-Generational IRAs”

3:00 pm – 5:00 pm
19781 N. Remington Drive, Surprise, AZ 85374

2/13/14 – New Frontiers in Lifelong Learning –
“Richness of Life Institute Retirement Planning” Class #1

1:00 – 3:00 pm
Red Mountain Campus, 7110 East McKellips Road, Mesa, AZ 85207

2/18/14 – Golden Corral Mesa –
“Secrets of the ROTH and Multi-Generational IRAs”

11:00 am – 1:00 pm,
Lunch 1:00 pm – 2:00 pm
1868 N. Power Road, Mesa, AZ 85205

2/19/14 – Golden Corral Mesa –
“Secrets of the ROTH and Multi-Generational IRAs”

3:30 pm – 5:30 pm,
Dinner 5:30 pm – 6:30 pm.
1868 N. Power Road, Mesa, AZ 85205

2/20/14 – New Frontiers for Lifelong Learning –
“Richness of Life Institute Retirement Planning” Class #2

1:00 pm – 3:00 pm
Red Mountain Campus, 7110 East McKellips Road, Mesa, AZ 85207

2/25/14 – Mesa Community College –
“Protect Your Money”

1:00 pm – 3:00pm
Main Campus, 1833 West Southern Ave, Mesa, AZ 85202

2/27/14 – New Frontiers For Lifelong Learning –
“Richness of Life Institute Retirement Planning” Class #3

1:00 pm – 3:00 pm
Red Mountain Campus, 7110 East McKellips Road, Mesa, AZ 85207

January 2014 Dates:


1/9/14 – Golden Corral Surprise –
“How Women, Widowers, and Couples Can Increase Income and Reduce Taxes!”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm
17674 N. Litchfield Dr. Surprise, AZ 85374

1/9/14 – Rio Salado College (RISE) –
“Secrets of the ROTH and Multi-Generational IRAs”

1:00 pm – 3:00 pm
12535 W. Smokey Drive, Surprise, AZ 85378

1/11/14 – Golden Corral Surprise –
“How Women, Widowers, and Couples Can Increase Income and Reduce Taxes!”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

1/14/14 – Sun City Grand Learning –
“Richness of Life Institute: Retirement Planning Class #1”

3:00 pm – 6:00 pm
19781 N. Remington Drive, Surprise, AZ 85374

1/24/14 – Golden Corral Mesa –
“How Women, Widowers, and Couples Can Increase Income and Reduce Taxes!”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm
1868 N. Power Road, Mesa, AZ 85205

1/25/14 – Golden Corral Mesa –
“How Women, Widowers, and Couples Can Increase Income and Reduce Taxes!”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm
1868 N. Power Road, Mesa, AZ 85205

1/28/14 – Sun City Grand Library –
“Richness of Life Institute: Retirement Planning Course #2”

3:00 pm – 6:00 pm
19781 N. Remington Drive, Surprise, AZ 85374

December 2013 Dates:


12/3/14 to 12/5/14: AG Horizons Conference:
“What Women & Couples Should Know About Money”; “Secret Advanced Tax Strategies”; and “Secure Your Financial Future: Lessons from Warren Buffett”

Ramkota Conference Center
920 W. Sioux Ave., Pierre, SD 5701

12/10/13 – Golden Corral Mesa –
“Secrets of the ROTH and Multi-Generational IRAs”

2:00 pm – 4:00 pm,
Dinner 4:00 pm – 5:00 pm.
1868 N. Power Road, Mesa, AZ 85205

12/14/14 – Golden Corral Mesa –
“Secrets of the ROTH and Multi-Generational IRAs”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm
1868 N. Power Road, Mesa, AZ 85205

November 2013 Dates:


11/4/13 – Scottsdale Mustang Library –
“Secrets of the ROTH and Multi-Generational IRAs”

2:00 pm – 4:00 pm,
Light Refreshments 4:00 pm – 5:00 pm.
10101 N. 90th Street, Scottsdale, AZ 85258

11/5/13 – Scottsdale Mustang Library –
“Secure Your Financial Future: Lessons from Warren Buffett”

10:00 – 12:00 noon
Light Refreshments 12:00 pm – 12:30 pm.
10101 N. 90th Street, Scottsdale, AZ 85258

11/14/13 – Golden Corral Surprise –
“Secrets of the ROTH and Multi-Generational IRAs”

10:00 am – 12:00 pm,
Lunch 12:00 pm – 1:00 pm.
17674 N. Litchfield Dr. Surprise, AZ 85374

11/16/13 – Golden Corral Surprise –
“Secrets of the ROTH and Multi-Generational IRAs”

10:00 am – 12:00 pm
Lunch 12:00 pm – 1:00 pm
17674 N. Litchfield Dr. Surprise, AZ 85374

October 2013 Dates:


Tues. 10/15/2013 – RISE Lifelong Learning Program
“Protect Your Money”

1:00 – 3:00 pm
Rio Salado College
12535 W. Smokey Drive
Surprise, AZ 85378

Thurs. 10/17/2013 – Golden Corral Buffet –
“Secure Your Financial Future: Lessons from Warren Buffett!”

10:00 am – 12:00pm seminar
12:00 pm – 1:00 pm lunch
17674 N. Litchfield Road
Surprise, AZ 85375
(N.W. corner of Litchfield Road and Grand Avenue)
Note: seminar is free and just pay for your lunch and stay for the Q and A session

Sat. 10/19/2013 – Golden Corral Buffet
“Secure Your Financial Future: Lessons from Warren Buffett!”

10:00 am – 12:00 pm seminar
12:00 pm – 1:00 pm lunch
17674 N. Litchfield Road
Surprise, AZ 85375
(N.W. corner of Litchfield Road and Grand Avenue)
Note: seminar is free and just pay for your lunch and stay for the Q and A session

Thurs. 10/31/2013 – Golden Corral Buffet
“Secure Your Financial Future: Lessons from Warren Buffett!”

at: Golden Corral Buffett
10:00 am – 12:00 pm seminar
12:00 pm – 1:00 pm lunch
1868 N. Power Road
Mesa, AZ 85205
(Just S. of McKellips Road on the W. side of Power Road)
Note: seminar is free and just pay for your lunch and stay for the Q and A session

August 2013 Dates:


Mon. 8/5/2013 – Minot Rotary Club at the Grand International Hotel
“Secrets of the Roth & Multi-Generational IRA’s”

12:30 pm – 1:00 pm seminar
1505 N. Broadway, Minot, ND 58703.

Wed. 8/7/2013 – Williston Public Library
“Bakken Boom Creates Many Investment Opportunities”

5:30 pm – 7:30 pm seminar
1302 Davidson Drive, Williston, ND 58801

Thur. 8/8/2013 – Williston Public Library
“Secrets of the Roth & Multi-Generational IRA’s”

5:30 pm – 7:30 pm seminar
1302 Davidson Drive, Williston, ND 58801

Wed. 8/21/2013 – Bakken Oil Expo
“Bakken Boom Creates Many Investment Opportunities”

1:30 pm – 2:30 pm – “Secure Your Financial Future: Lessons from Warren Buffett” (Norsk Room )
2:45 pm – 3:45 pm – “Bakken Boom Creates Many Investment Opportunities” (Norsk Room)
5:30 pm – 7:30 pm – Networking Reception at Bakken Oil Expo
North Dakota State Fair Center
2005 Burdick Expressway East, Minot, North Dakota 58701

Wed 8/28/2013 – Optimist Club
“Secrets of the Roth and Multi-Generational IRAs”

12:30 pm – 1:00 pm seminar
Parker Senior Center, 21 1st Ave. SE, Minot ND 58701

July 2013 Dates:


Wed. 7/24/2013 – Minot Public Library
“Secrets of the Roth & Multi-Generational IRA’s”

6:30 – 8:30 P.M. seminar
516 2nd Ave SW Minot, ND 58701

Thur. 7/25/2013 – Minot Public Library –
“Secure your Financial Future: Lessons From Warren Buffett”

6:30 – 8:30 P.M. seminar
516 2nd Ave SW Minot, ND 58701

Monday, 7/29/13 – Sertoma Club –
“Secrets of the Roth and Multi-Generational IRA’s”

12:30-1 P.M. seminar
Grand International Hotel, 1505 N. Broadway, Minot ND 58703

Tues. 7/30/2013 – Minot Kiwanis Club –
“Secrets of the Roth & Multi-Generational IRA’s”

12:00 noon seminar
Grand Hotel Minton, 1505 N. Broadway, Minot, ND 58703.

Wed. 7/31/13 – Exchange Club –
“Secure Your Financial Future: Lessons from Warren Buffett”

12:30 – 1 P.M. seminar
Vegas Motel, 2315 N. Broadway, Minot, ND 58703

June 2013 Dates:


Fri. 6/7/13 – Golden Corral –
“How Women, Widowers, and Couples Can Increase Income and Reduce Taxes!”

10-12 noon seminar
12-1 pm lunch
17674 N. Litchfield Road, Surprise, AZ 85375

Thurs. 6/13/13 – Golden Corral –
10-12 noon seminar, 12-1 P.M. lunch
“Secrets of the Roth & Multi-Generational IRAs!”

10-12 noon seminar
12-1 pm lunch
1868 N. Power Road, Mesa, AZ 85205

Saturday 6/15/13 – Keller-Williams Realty East Valley –
“Bakken Oil Boom! Investment Opportunities in North Dakota!”

10-12 noon seminar
12-1 pm lunch
2077 E. Warner Rd. Tempe, AZ 85284

May 2013 Dates:


Tues. 5/14/13 – Golden Corral –
“How Women, Widowers, and Couples Can Increase Income and Reduce Taxes!”

10-12 noon seminar
12-1 pm lunch
1868 N. Power Road, Mesa, AZ 85205

Thurs. 5/16/13 – Golden Corral –
“How Women, Widowers, and Couples Can Increase Income and Reduce Taxes!”

10-12 noon seminar
12-1 pm lunch
1868 N. Power Road, Mesa, AZ 85205

Sat. 5/18/13 – Windmill Suites by Chandler Fashion Square Mall –
“Dr. Wong’s Post-Election Economic, Tax, and Market Forecast: With Special Section on the Bakken ND Oil/Gas Boom!”

10-12 noon seminar
12-1:30 pm lunch and group discussion
3535 W. Chandler Blvd., Chandler, AZ 85226

April 2013 Dates:


Thurs. 4/11/13 – Golden Corral –
“Common-Sense Financial Strategies!”

10-12 noon seminar
12-1 P.M. lunch
1868 N. Power Road, Mesa, AZ 85205

Sat. 4/13/13 – Golden Corral –
“Common-Sense Financial Strategies!”

10-12 noon seminar
12-1 P.M. lunch
1868 N. Power Road, Mesa, AZ 85205

Weds. 4/24/13 to Friday 4/26/13 Dr. Wong will be at The Bakken Investor Conference
in Minot, North Dakota. I will leave Sat. 4/20/13 to look at real estate and gal/oil projects prior to the conference and will return late Friday 4/26/13

Sat. 4/27/13 – Golden Corral –
“Common-Sense Financial Strategies!”

10-12 noon seminar
12-1 P.M. lunch
17674 N. Litchfield Road, Surprise, AZ 85375

Tues. 4/30/13 – Golden Corral –
“Common-Sense Financial Strategies!”

10-12 noon seminar
12-1 P.M. lunch
17674 N. Litchfield Road, Surprise, AZ 85375

March 2013 Dates:


Sat. 3/2/13 – Golden Corral –
“Secrets of Roth & Multi-Generational IRAs!”

10-12 noon seminar
12-1 P.M. lunch
17674 N. Litchfield Road, Surprise, AZ 85375

Weds. 3/6/13 – PORA Adult Learning –
“Secrets of Roth & Multi-Generational IRAs!”

11 pm – 12:30 pm
13815 Camino Del Sol, Sun City West, AZ 85375
Note: PORA is the Sun City West Homeowners Association.

Thurs. 3/7/13 – New Adventures in Learning –
“Secure Your Financial Future: Lessons from Warren Buffett!”

10:00 am – 12:00 pm
Chandler-Gilbert Community College, 25105 S. Alma School Road, Sun Lakes, AZ 85248

Sat. 3/9/13 – National Speakers Association –
8:30 A.M. – 1:30 P.M.
I’m at National Speakers Association, AZ Chapter, at NSA Headquarters, 1500 S. Priest Drive, Tempe, AZ 85281

Tues. 3/12/13 – Golden Corral –
“Secure Your Financial Future: Lessons from Warren Buffett!”

11 A.M.-1 P.M. seminar
1-2 P.M. lunch
1868 N. Power Road, Mesa, AZ 85205

Sat. 3/16/13 – Golden Corral –
“Secure Your Financial Future: Lessons from Warren Buffett!”

10-12 noon seminar
11-1 P.M. lunch
1868 N. Power Road, Mesa, AZ 85205

Weds. 3/27/13 – Golden Corral –
“Secure Your Financial Future: Lessons from Warren Buffett!”

10-12 noon seminar
12-1 P.M. lunch
17674 N. Litchfield Road, Surprise, AZ 85375

Sat. 3/30/13 – Golden Corral –
“Secure Your Financial Future: Lessons from Warren Buffett!”

10-12 noon seminar
12-1 P.M. lunch
at Golden Corral, 17674 N. Litchfield Road, Surprise, AZ 85375

February 2013 Dates:


Tues. 2/5/13 – New Adventures in Learning –
“How Women, Widowers & Couples Can Increase Income and Reduce Taxes!”

1:00 – 3:00 pm
Chandler-Gilbert Community College, 25105 S. Alma School Road, Sun Lakes, AZ 85248

Thurs. 2/7/13 – New Adventures in Learning –
“Secure Your Financial Future: Lessons from Warren Buffett!”

10:00 – 12:00 noon,
Chandler-Gilbert Community College, 25105 S. Alma School Road, Sun Lakes, AZ 85248

Tues. 2/12/13 – Golden Corral –
“Secrets of Roth & Multi-Generational IRAs!”

11 A.M. – 1 P.M. seminar
1 – 2 P.M. lunch
1868 N. Power Road, Mesa, AZ 85205

Thurs. 2/14/13 – New Frontiers in Lifelong Learning –
“How Women, Widowers & Couples Can Increase Income and Reduce Taxes!”

1:00 – 3:00 pm
Downtown location of Mesa Community College, room 203, 145 N. Centennial Way, Mesa.

Fri. 2/15/13 – Golden Corral –
“Secrets of Roth & Multi-Generational IRAs!”

10-12 noon seminar
12-1 P.M. lunch
1868 N. Power Road, Mesa, AZ 85205

Thurs. 2/21/13 – New Frontiers in Lifelong Learning –
“Secrets of Roth & Multi-Generational IRAs!”

1:00 – 3:00 pm
Room BP7, Mesa Community College main campus, 1833 W. Southern Avenue, Mesa

Tues. 2/26/13 – Sun City Grand –
“Secrets of Roth & Multi-Generational IRAs!”

1:00 – 3:00 pm
19781 N. Remington Drive, Surprise, AZ 85374
To attend, there is a $5 fee

Weds. 2/27/13 – Golden Corral –
“Secrets of Roth & Multi-Generational IRAs!”

10:00 – 12:00 noon seminar
12:00 – 1:00 pm lunch
17674 N. Litchfield Road, Surprise, AZ 85375

Thurs. 2/28/13 – New Frontiers in Lifelong Learning –
“Protect Your Money!”

1:00 – 3:00 pm
Downtown location of Mesa Community College, room 205, 145 N. Centennial Way, Mesa.

January 2013 Dates:


Fri. 1/11/13 12:30 P.M.
“Economic Outlook”

Asian Real Estate Association of America, at Paradise Valley Country Club.

Sat. 1/12/13 – Golden Corral –
“How Women, Widowers & Couples Can Increase Income and Reduce Taxes!”

10-12 seminar
12-1 P.M. lunch
1868 N. Power Road, Mesa, AZ 85205.

Mon. 1/14/13 – Golden Corral –
“How Women, Widowers & Couples Can Increase Income and Reduce Taxes!”

10-12 seminar
12-1 P.M. lunch
1868 N. Power Road, Mesa, AZ 85205.

Sat. 1/19/13 – Windmill Suites at Chandler Fashion Square Mall –
“Dr. Wong’s Post-Election Economic, Tax and Market Forecast!”

10-12 noon seminar
12-1 P.M. light lunch
3535 W. Chandler Blvd., Chandler, AZ 85226.

Thurs. 1/24/13 – Golden Corral –
“How Women, Widowers, & Couples Can Increase Income and Reduce Taxes!”

10-12 noon seminar
12-1 P.M. lunch
17674 N. Litchfield Road, Surprise, AZ 85375.

Weds. 1/23/13 – RISE –
“Secrets of Roth & Multi-Generational IRAs!”

1:00 – 3:00 pm
Rio Salado College, 12535 W. Smokey Drive, Surprise, AZ 85378.

Sat. 1/26/13 – Golden Corral –
“How Women, Widowers, & Couples Can Increase Income and Reduce Taxes!”

10-12 noon seminar
12-1 P.M. lunch
17674 N. Litchfield Road, Surprise, AZ 85375.

Thurs. 1/31/13 – PORA Adult Learning –
“Secure Your Financial Future: Lessons from Warren Buffett!”

11:00 A.M. – 12:30 P.M.
13815 Camino del Sol, Sun City West, AZ 85375.
Note: PORA is the Sun City West Homeowners Association.