Hall Wealth Management Group Presents

Long Beach Wealth Workshop: Financial Success with Tax Planning Strategies! (CSU Long Beach)

California State University, Long Beach

🌟 America’s Retirement Asset Distribution Professional, President of Hall Wealth Management and Ed Slott Master Elite Advisor (PBS, MSNBC, CNBC)-- Andrei Hall, CFP ©CRPC © 🌟

This event includes a commemorative tote bag, prizes & live raffles.

Brace yourself for an electrifying experience at our Wealth Workshop, a dynamic community event dedicated to supercharging your journey with cutting-edge tax planning strategy insights. Whether you're a seasoned investor, a visionary small business owner, or simply someone who's serious about keeping every hard-earned dollar, this workshop is the ticket.

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Dive into a power-packed agenda:

✨ Introduction to Tax Planning

✨ Tax Planning Saving Strategies

✨ Investment and Retirement Planning

✨ Small Business Tax Strategy Planning Considerations

✨ Interactive Q&A Session

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No matter your financial expertise level, the Wealth Workshop welcomes everyone in the community.

It’s for YOU!

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Whether you're taking your first steps toward financial independence from taxes or seeking to elevate your existing strategy, this workshop arms you with the tools and knowledge to make savvy, tax-conscious decisions.

Don't be left out – seating is limited- secure your spot now and help guide yourself to potentially saving on tax returns for a lifetime!

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California State University, Long Beach

Horn Center, Room 133

Special parking has been arranged in Lot E-2.

Tuesday, April 9th 2024

6 PM-7PM

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Andrei S. Hall, CFP®, CRPC®

President, Hall Wealth Management Group

CERTIFIED FINANCIAL PLANNER™
CFP®

Chartered Retirement Planning Counselor℠ CRPC®

Andrei Hall's journey to becoming President of Hall Wealth Management, a Certified Financial Planner, and Chartered Retirement Planning Counselor is not just about professional accomplishments but also an emotional one.

Growing up in a blue-collar family, Andrei witnessed the struggle and sacrifice that his parents had to go through to provide him with opportunities for a better life. His father, a Navy serviceman, carried a bullet in his leg for the duration of his life, while his mother worked tirelessly as a housekeeper, often traveling for hours by bus to make ends meet.

These early life experiences instilled in Andrei the values of character, integrity, and compassion. Andrei made a promise to his parents that they would never struggle again. Andrei carried this promise with him throughout his life & career.

Andrei ascended the ranks of the corporate world at Xerox, subsequently attaining the position of Vice President and then Corporate Officer at another illustrious enterprise-- all while concurrently thriving as a successful small business owner and real estate investor.

Andrei was compelled to help others following several sudden and untimely losses of family members suffered by his employees. He devoted himself to the meticulous study of tax planning and income distribution with an unwavering commitment to assist individuals in accomplishing their financial planning and investment objectives.

His expertise culminated in the establishment of Hall Wealth Management, where he now proudly serves as the distinguished Founder and President, revered for his competitive acumen and unwavering dedication to the financial well-being of his valued clients.

It's this unique combination of personal and professional experience that makes Andrei's perspective on the financial landscape standout. He understands the challenges and opportunities that come with various backgrounds and can provide tailored planning and investment strategies for each of his clients.

Moreover, his commitment to honesty, integrity, and transparency - instilled in him since childhood - ensures that his clients receive a personal, professional, and productive approach to working towards their financial goals.

Andrei's story is not just about his professional success, but a testament to the values of hard work, dedication, and empathy that helped him get there.

Ed Slott’s Master Elite IRA Advisor Group

Andrei Hall is proud to be a member of Ed Slott's IRA Advisor Group. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, Andrei has access to training modules, bi-annual workshops and regular webinars to further his knowledge and better serve his clients. In addition, being a member gives Andrei access to Ed Slott and his group of technical specialists, who are also attorneys, CPA's and accountants.

Executive Experience

As a former Vice President at Xerox for twenty-five years & former Senior Vice President at Printronix, Andrei also has a profound firsthand understanding in the affairs of executive level compensation along with business assets under management.

Andrei executes expert strategies in providing plans in areas including but not limited to: Retirement Income Planning with a focus on distribution strategies, Estate Planning, Business Succession Planning and Investment Portfolio Design.

Schedule a call with Andrei