Master the Market and Trim your Taxes

Sept 16 2008

Date: Tuesday, Sept 16th
Time: 6:30-9:00
Location: TBD
Costs: Members are Free, Guests are $20

What in the world has been going on with the economy lately? Recession, record gas prices, housing market collapse, banks closing, higher taxes…what are you supposed to make of all that’s been in the news and how are you supposed to protect yourself? Boosting your wealth and becoming a financially independent woman involves making sound decisions in a chaotic and often confusing world. Come learn how to take advantage of the market downturn and trim your tax bill in an uncertain environment. This workshop, led by personal financial advisor Liz Wu and tax preparer Amy Todd, will help you make sense of it all, separating facts from fear.

Liz is a CFP® (Certified Financial Planner) professional with an independent practice focusing on all areas of finance for her clients. Her interest in investing grew into a passion empowering individuals with the tools to become financially secure. www.moneyandwellness.com

Amy is a CRTP (California Registered Tax Preparer) who practices with her father George Todd, an Enrolled Agent, together creating 55 years of combined experience. Her practice is comprised mainly of the self-employed and owners of investment property but works with individuals as well for consultation and tax preparation. www.toddtax.com