Free Community Education Workshop

What Should I Do Before Somethings Happens to Me?

How to Organize Your Life Now for When You’re Not Around Later

Workshop Overview

When: June 3, 2025 at 10:00AM - 11:30AM
Where: Danville Senior Center

One of the biggest questions you should ask yourself is, “What should I do before something happens to me?” Obviously, the inevitable will eventually happen. We just don’t always know when and how. So, it is critical to review your specific needs, especially if you are concerned about the following subjects:

If you feel you are somewhat lost managing your finances
Are uncertain whether your estate is in good order
Need to know what tax returns need to be filed and at what critical times
Want to reduce income and estate taxes
Whether you have the necessary documents to designate what happens if you are ill or incapacitated
How to ensure the beneficiaries of your retirement accounts can stretch out your IRA for 10 years or even longer

Presented in collaboration with the Danville Senior Center and Financial Aptitude Training (FiAT).

View more upcoming events.

Contact John

About the Presenter

John Lau, CPA, CFP®

John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning.

John has over 30 years of experience in the financial planning industry and has been hosting workshops and webinars for over 10 years.

What Attendees are Saying

John…always impresses upon us the pitfalls to watch for and the strategies for handling these.”

- Steve G

“Mr. Lau is a skilled speaker and presenter. I enjoy his seminars and videos!”

- Doug H.

“Excellent presentation as always.”

- Nancy B.

Schedule Your Financial Checkup

Do you need help planning for your retirement? We help our clients achieve optimal wealth management results using a comprehensive approach to planning that includes proven strategies in income tax reduction planning, estate conservation planning, retirement distribution planning, and professional portfolio management.

Schedule Your Meeting

DISCLOSURE

This information is used to contact you about the products/services on our site in which you have expressed interest.

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. Please consult with your investment, tax and legal advisors in regard to your own personal circumstances. The information contained herein was compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy or completeness. Investing entails risks, including possible loss of principal. Past performance does not guarantee future results. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2025 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.

Endorsements were not given by clients of Robertson Stephens Wealth Management, LLC. Endorsements may not be representative of the experience of customers and do not guarantee future performance or success.

Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Robertson Stephens Wealth Management, LLC and Fortune Financial Services, Inc. are separate entities and are not affiliated.

For information about Robertson Stephens, go to www.rscapital.com.

OUR OFFICES

3223 Crow Canyon Road, Suite 245, San Ramon, CA 94583
(925) 800-7470

1350 Bayshore Hwy., Suite 210, Burlingame, CA 94010
(650) 344-1700