2:00 - 3:30
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.
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.
Personal Finance
Get expert help in managing your finances and learn how to make well-informed financial decisions about spending, saving, taxes, investing, retirement, estate planning and more.
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.