Learn the most common misunderstandings people have about taxes and replace them with clear, practical explanations. It covers deductions, tax brackets, estate and gift rules, state‑to‑state comparisons and why planning matters. The goal is to help individuals make informed decisions, avoid costly assumptions and better understand how the tax system works. Presenter: Wilko Schutzendorf.
About the Presenter:
Wilko Schutzendorf is a dedicated financial advisor with a Bachelor of Science in Business Administration, specializing in Finance, from San Francisco State University (2000). As an LPL Investment Advisor Representative, Wilko brings a wealth of experience from his background in banking and real estate, offering clients a comprehensive perspective on financial planning.
Wilko specializes in retirement planning, investment strategies and estate planning, working closely with individuals to help them achieve financial security and peace of mind. His approach is highly personalized, ensuring that each client receives tailored advice and solutions aligned with their unique goals.
Wilko Schutzendorf is a Registered Representative with the Becker Financial Group and LPL Financial. Member FINRA/SIPC. CA Insurance License #0H84643.