LOCATION: The Michael P. Coords Activity Room
This seminar is designed to help individuals navigate the complexities of tax filing, understand recent changes in tax laws, and plan effectively for their financial future.
Protecting your retirement portfolio: Never lose money due to market downturn.
Guaranteed Lifetime Income: Never outlive your retirement funds.
Tax Strategies for Retirement: Leveraging tax-saving techniques.
Flexible Spending and Risk Control: Managing market risks while maintaining financial flexibility.
For over a decade, Katrina Luca has delivered seminars in public libraries and schools, empowering communities with essential tax knowledge. Her seven years of volunteering and working at a library circulation desk have given her a thorough understanding of library operations.
Katrina’s Professional Profile:
•Certified Public Accountant & Financial Advisor
•10+ years of experience in income tax filing for businesses & individuals
•5 years of corporate & international tax experience at IBM
•A decade of expertise in retirement planning with tax strategies
•Fluent in English, Mandarin Chinese, Cantonese & Hakka
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