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Finova Wealth & Tax Strategy Forum

Weekly Zoom webinars on wealth management, tax optimization, retirement planning, real estate investment, and college funding strategies.

Finova Wealth Strategy Salon

Weekly online workshops covering wealth management, tax strategies, retirement planning, real estate investment, and college funding solutions.

Finova Forum & Wealth Strategy Salon

Registration is required for the Finova Wealth & Tax Strategy Forum. Simply provide your email address once to receive the Zoom link for future webinars.

The Finova Wealth Strategy Salon does not require registration. Please join using Zoom Meeting ID: 966 168 1688, Passcode: 8888, or click the Zoom link at the bottom of this page.

Finova Wealth Strategy Salon

📅 Every Tuesday at 12:30 PM (Pacific Time)

Pacific (California) 12:30 PM · Central (Texas) 2:30 PM · Eastern (New York) 3:30 PM

Join the Finova Wealth Strategy Zoom Salon

Click here to join the live Zoom salon

Or join using Zoom Meeting ID: 966 168 1688 · Passcode: 8888

Forum & Salon Topics

Five major educational series covering tax strategies, retirement planning, trusts and asset allocation, college funding, and real estate investment.

First Season: Tax Optimization & Tax-Efficient Strategies

Learn practical tax-saving strategies, tax law fundamentals, and financial planning concepts, including tax preparation and long-term tax efficiency solutions.

Second Season: Retirement Planning & Lifetime Income

Understand retirement concepts, financial products, advantages and limitations, company comparisons, real-world case studies, and strategies for sustainable lifetime cash flow.

Third Season: Trusts & U.S. Asset Allocation

Topics include trusts, domestic and international investments, pre- and post-immigration asset planning, and integrated financial planning strategies.

Fourth Season: College Funding & Education Planning

Focused on college admissions, financial aid planning, scholarship strategies, education funding accounts, and maximizing college financial assistance opportunities.

Fifth Season: Real Estate Development & Investment

Explore real estate taxation, investment structures, market trends, and strategic property investment opportunities across different cities and regions.

The Finova Wealth & Tax Strategy Forum and Wealth Strategy Salon complement each other while offering different formats: the Forum focuses on structured PPT presentations, while the Salon emphasizes interactive discussion and idea sharing.

Finova Wealth & Tax Strategy Forum — Live Zoom Webinar

Please register for our complimentary live Zoom webinar covering wealth management, tax optimization, retirement planning, real estate investment, and college funding strategies.

One-time registration only. Your personal Zoom access link will be delivered directly to your email for future participation.

📅 Every Wednesday at 6:30 PM (Pacific Time)

Pacific (California) 6:30 PM · Central (Texas) 8:30 PM · Eastern (New York) 9:30 PM

Register for the Zoom Webinar (Official Zoom Page)

Click here to register for the live Zoom webinar

You will be redirected to the official Zoom registration page. Your personal information will be securely handled by Zoom.

Join Our Free Financial Forums & Workshops

Register for the Finova Wealth & Tax Strategy Forum or join the Finova Wealth Strategy Salon.