Smart Real Estate & Financial Strategies for Wealth & Retirement

📍 Location: San Mateo Public Library, 55 W Third Ave, San Mateo CA 94402

📅 Date & Time: Thursday, July 17, 2025, 6:00pm - 7:30pm

• Welcome attendees
• Light refreshments & introductions

• Brief introductions by hosts (Betcy Jacob, Realtor, Coldwell Banker Realty & Vi[in Saraf & Sridhar Erra, Insurance Professionals)
• Overview of seminar objectives: Smart real estate and financial planning for wealth and retirement

• Understanding the current real estate market
• Buying vs. investing: How to leverage real estate for financial growth
• Strategies for first-time homebuyers & move-up buyers
• Rental properties & passive income
• Maximizing home equity for future financial goals

• Fundamentals of Financial Foundation
• The importance of early retirement planning
• Common Retirement Fears (Taxes, Inflation, Health Care, Long Term Care, Longevity, Market risks)
• Tax-efficient ways to grow and preserve wealth

• Open forum for audience questions
• Personalized guidance based on attendees’ needs

• Thank you message & contact information
• Invitation to future workshops & networking events
• Complete survey to enter raffle

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