2:15 - 3:45
Learn practical ways to protect yourself, your loved ones and your hard‑earned assets. Join us for a friendly and informative 1.5-hour workshop designed to help seniors stay safe from today’s most common frauds. The speaker discusses how phone, text, email, mail and online scams work and signs of elder financial abuse and ways to avoid them. Bring your questions and leave feeling more confident and empowered. Speaker: Wilko Schutzendorf.
About the Speaker:
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.
Financial Planning Day
Discover valuable financial planning resources, including free, objective one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals. Participate in presentations on investing, what 2025 tax reform means for you, property tax and intergenerational transfers, resources to strengthen your financial skills and insights from behavioral finance.
Taxes
A series of expert-led workshops covering everything you need to know to file your tax return safely and accurately, no matter your situation.
Financial Capability Month
Presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management, to investing, retirement planning, property tax and insurance sub-limits throughout the month of April.