Seminars

Enroll Now!

Private one-on-one meeting

You are invited to meet with Mr. Loek to discuss your situation and what is important to you over a relaxing meal.  This can be a lunch or dinner.

The date listed is simply set out in the future to allow this event to be listed.

As you might expect these are intended for prosects with an investible networth of over $300,000.  Of course let's realize that I am extending this offer to people who live here in the San Francisco and Monterey Bay Areas.

What is discussed during these meetings?  Great question!  The meetings are designed to discuss what is important to you.  This is your time and the meeting will flow based on what your needs are.

Questions to ponder in the meantime:

  • Is your retirement optimized?  When you picture a bicycle, each wheel has spokes.  If one of the spokes is weak the could be problems for the bicycle.  If multiple spokes are weak there is clearly going to be issues.
  • Will you have enough money during retirement?  This is one of the biggest concerns people have about their retirement.. How do you know?  There are many things that scare people.  Money is right at the top of the list for a retiree.
  • How do you know your estate will transfer as optimized as possible to your heirs?  This is an area where depending on your specific situation we will consider having various experts on our team work on your case.
  • Is your current investment plan actually appropriate for you?  Here we, through a focused process, determine your investor profile, analyze your current situation and determine how the align (or not).
  • How do you ask questions without feeling like you are imposing?  One of the common complaints I hear is people don't feel their current advisor wants them to ask questions.  The advisor may even make the person feel stupid!

Please take a moment to determine if you are being properly taken care of.  If you have any concerns or simply want a second opinion, give us a call and set a time to meet with Mr. Loek.

When: Wednesday, December 12, 2012 - Lunch or Dinner
Where: The location will be a restaurant in proximatety to you. Locations such as Maggiano's restaurant, Los Gatos Brewing Company, Crows Nest, Cafe Cruz, Scott's Seafood and Jumbo Gumbo are all examples of venues where we can meet.
Host: Rick Loek
Phone: 408-874-6234