Events

Protecting and Growing Your Wealth: Investing in Uncertain Times -- March 20, 2019

In the face of rising interest rates, an uncertain political climate, and volatility in the stock market, we discussed how you can ensure that you are making wise investment choices. This seminar at the Yorba Linda Community Center, co-hosted with Able-Wagner Tax, was designed for investors at all levels, helping them to stay focused and protect and grow their nest eggs. 

 

Business people meeting
 

Topics covered included:

  • You’re just starting out—what do you need to know about investing?
  • You’re approaching retirement—should you be changing how you’re investing?
  • How do you cope with market corrections and volatility?
  • Understanding stocks, bonds, mutual funds, and ETFs and their role in your portfolio
  • What are the things you do have control over and how do you make wise long-term investment decisions?

 

Planning for the Costs of College Seminar -- February 19, 2019

This presentation, hosted with Able-Wagner Tax at the Yorba Linda Community Center, was designed for parents and grandparents, to give a clear picture of the college price tag in the years to come, how to save for the costs of college, legacy planning for multiple generations, and financial aid and student loan options.

 

Grandparents playing outside with their grandson
 

Some topics covered included:

  • 529 and other college savings accounts and how parents and grandparents can leverage the benefits
  • How the “higher than average” inflation rate for tuition affects saving for college expenses
  • The importance of planning ahead for filling out the FAFSA and applying for financial aid
  • Additional tax benefits and credits to offset college costs

 

Trust Seminar -- January 23, 2019

On January 23, we presented a Trust seminar with Able-Wagner Tax at the Yorba Linda Community Center. It always inspires us to get out into the community and impact people's lives by sharing our knowledge, enabling people to better manage their money and enjoy their lives of abundance. 

Seminar attendees learned about:

  • Types of trusts
  • Do I need a trust if I don’t have children or own property?
  • What assets should be (and should not be) put into a trust?
  • Can you avoid probate without having a trust?
  • How frequently should a trust be reviewed?
  • Are there any tax benefits to setting up a trust?
  • How to avoid common titling mistakes

 

IMG_0311c smaller  

IMG_0342 smaller

 

 

2018 Holiday Soiree

In the spirit of the holiday season, we opened our office the evening of December 6, 2018 for our first Holiday Soiree. About 50 guests enjoyed delicious hors d'oeuvres and drinks, as well as experienced a fine whisky tasting with Whisky Expert Ray Pearson. We were happy to see so many familiar, friendly faces who braved the flooded streets during a Southern California rainstorm that evening! Wishing a healthy and happy holiday season to all. 

whisky bottles cropped
 

Photo with Marilyn cropped

 

people whisky tasting.small size
 
 

 

Subscribe to 

Hawekotte Insights Monthly Newsletter

​Subscribe​