Senior financial expert Joyce Liang is set to discuss strategies for achieving low tax rates, high independence, and substantial cash flow, all aimed at ensuring a comfortable and enjoyable retirement. With life expectancy increasing and quality of life improving, maintaining physical health, emotional well-being, and financial stability for a stress-free retirement has become a pressing concern.

To address the challenges faced by the elderly in the community, the World Journal is hosting a Senior Living Expo on October 19 at the Chinese-American Cultural and Educational Service Center, located at 100 South Milpitas Blvd., Milpitas, CA 95035. The public is invited to attend.

This event will feature a lineup of experts discussing a variety of topics relevant to seniors, including healthcare, financial management, and estate planning. One of the key presentations will be led by Joyce Liang, who will explore various retirement planning strategies focused on minimizing tax burdens and maximizing financial freedom.

Joyce will offer insights on optimizing investment planning, addressing concerns related to large IRA accounts, and providing solutions to mitigate the risks of double taxation and high tax rates that can exceed 60%. Additionally, she will discuss how to choose appropriate long-term care options for individuals with significant assets, presenting effective asset allocation strategies.

With over a decade of experience, Joyce and her team have developed a collaborative approach, regularly engaging with top professionals such as tax attorneys and accountants to form a brain trust. This collective effort prioritizes client interests and leverages diverse professional expertise to offer comprehensive financial solutions, ensuring that tax planning, estate transfer, and trust management are all optimized for a high-end, customized service.

“We are committed to attracting top-tier professionals in law, accounting, and financial planning to enhance our expert team and deliver seamless solutions for more families,” she stated.

As the founder and president of Abundant Financial Services, Joyce Liang is an experienced investment planner, insurance strategist, and trainer, specializing in family financial planning and insurance brokerage training.

The event will run from 10 AM to 5 PM and will feature expert talks, multiple exhibitor booths, and three phases of exciting prize drawings throughout the day. The first 100 attendees will receive gift bags filled with delightful surprises—available on a first-come, first-served basis, until supplies last.