Hear from a panel of financial and legal professionals on what you need to do now in order to plan for your future, protect against the unexpected, and position yourself for financial freedom. Please join us in a conversation about retirement planning, with unique perspectives shared by a wealth advisor, an estate planning attorney, an insurance consultant, and a CPA on what matters most from a personal financial perspective.
Anthony Wan is an attorney turned wealth advisor and is the founder of WealthBoost Advisors, LLC. He helps high-net-worth individuals and aspiring high-net-worth individuals who are looking to grow their wealth and meet both their personal and financial goals.
Melissa S. Hung is a Senior Associate in Farella Braun + Martel's Family Wealth Group. She assists families and individuals by developing and implementing estate planning strategies to transfer assets in a tax-efficient manner.
Michael Wu is a Partner at SingerLewak's Silicon Valley Tax practice. Michael has over twenty years of experience in corporate and personal taxation. He joined SingerLewak from Ernst & Young in 2009.
David Rozzi is Senior Vice President Employee Benefits with Risk Strategies Company. Founded in 1997 as a risk and insurance consultant, Risk Strategies Company is now ranked among the top 25 insurance brokerages in the United States.
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