BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH PRODID:-//Telerik Inc.//Sitefinity CMS 14.4//EN BEGIN:VTIMEZONE TZID:Pacific Standard Time BEGIN:STANDARD DTSTART:20251102T020000 RRULE:FREQ=YEARLY;BYDAY=1SU;BYHOUR=2;BYMINUTE=0;BYMONTH=11 TZNAME:Pacific Standard Time TZOFFSETFROM:-0700 TZOFFSETTO:-0800 END:STANDARD BEGIN:DAYLIGHT DTSTART:20250301T020000 RRULE:FREQ=YEARLY;BYDAY=2SU;BYHOUR=2;BYMINUTE=0;BYMONTH=3 TZNAME:Pacific Daylight Time TZOFFSETFROM:-0800 TZOFFSETTO:-0700 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DESCRIPTION:Address: 939 Laurel Street\, Suite C\, San Carlos\, CA 94070\n\ n TOPIC From Practice Growth to Wealth Freedom SPEAKERSSheri Pan\, CFP®\, Master of Taxation and Sandy Fernadez\, RDAEF2LEARNING OBJECTIVES Navigati ng the New Tax LandscapeCapitalizing on OBBBADefusing the Social Security Tax TrapNavigating the 4 stages of Retirement The 3-legged Stool StrategyP rotecting Your LegacySPEAKER BIOS:Sheri Pan\, CFP®\, Master of Taxation\, is passionate about small business owners because of her \nupbringing in a n entrepreneurial environment. Starting at a young age\, \nshe helped her father with his import-and-export business\, which grew \nfrom a small com pany with no employees to a successful 400-employee \noperation. When Sher i and her mother immigrated to the United States\, \nshe helped her family complete their first real estate purchase\, which \nevolved into assistin g her in managing multi-family properties. In \ncollege\, Sheri interned a t large brokerage firm where she experienced \nthe dot.com bubble firsthan d.These profound life \nevents\, along with over two decades of experience in the financial \nindustry\, have taught Sheri that financial planning a nd management is \nabout much more than choosing the right stocks. Financi al planning is for life—and\n it should be based on comprehensive\, adapta ble plans that serve clients\n through each stage of life. Most importantl y\, Sheri enjoys seeing her \nclients achieve true happiness and allowing them the opportunity to pass\n on their wealth to the next generation.Her skills are\n most beneficial to affluent doctors\, small business owners\, and other \nhigh-income earners who want to retain their hard-earned weal th and \npreserve their assets. As a CERTIFIED FINANCIAL PLANNER® professi onal \nwith a Master of Taxation degree\, she integrates important tax pla nning \nstrategies into traditional financial planning and wealth manageme nt to \nhelp them pursue these goals. Sandy Fernandez\, RDAEF2\, is a dent al operations expert and consultant with over adecade of experience spanni ng clinical care and corporate administration at Delta Dental.Specializing in front to back-office development and holistic practice consulting\,San dra empowers dental teams across all specialties to bridge the gap between clinical excellence and sustainable business growth. DTEND:20260514T030000Z DTSTAMP:20260516T023848Z DTSTART:20260514T010000Z LOCATION:939 Laurel Street\, Suite C\, San Carlos\, CA 94070 SEQUENCE:0 SUMMARY:Practice Growth UID:RFCALITEM639144959280402991 X-ALT-DESC;FMTTYPE=text/html:Address: 939 Laurel Street\, Suite C\, San Carlos\, CA 94070

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TOPIC \;
From Practice Growth t o Wealth Freedom \;

SPEAKERS
Sheri Pan\, CFP ®\, Master of Taxation and Sandy Fernadez\, RDAEF2


LEARNING OBJECTIVES \;


SPEAKER BIOS:

Sher i Pan\, CFP®\, Master of Taxation\, \;is passionate about sma ll business owners because of her \nupbringing in an entrepreneurial envir onment. Starting at a young age\, \nshe helped her father with his import- and-export business\, which grew \nfrom a small company with no employees to a successful 400-employee \noperation. When Sheri and her mother immigr ated to the United States\, \nshe helped her family complete their first r eal estate purchase\, which \nevolved into assisting her in managing multi -family properties. In \ncollege\, Sheri interned at large brokerage firm where she experienced \nthe dot.com bubble firsthand.

These profound life \nevents\, along with over two decades of experience in the financia l \nindustry\, have taught Sheri that financial planning and management is \nabout much more than choosing the right stocks. Financial planning is for life—and\n it should be based on comprehensive\, adaptable pla ns that serve clients\n through each stage of life. Most importantly\, She ri enjoys seeing her \nclients achieve true happiness and allowing them th e opportunity to pass\n on their wealth to the next generation.

Her skills are\n most beneficial to affluent doctors\, small business owners\, and other \nhigh-income earners who want to retain their hard-earned weal th and \npreserve their assets. As a CERTIFIED FINANCIAL PLANNER® professi onal \nwith a Master of Taxation degree\, she integrates important tax pla nning \nstrategies into traditional financial planning and wealth manageme nt to \nhelp them pursue these goals. \;

Sandy Fernandez \, RDAEF2\, is a dental operations expert and consultant with ove r a
decade of experience spanning clinical care and corporate administr ation at Delta Dental.
Specializing in front to back-office development and holistic practice consulting\,
Sandra empowers dental teams across all specialties to bridge the gap between clinical excellence and sustain able business growth.



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