Event details: http://www.everycircle.com/en/events/2013oct22seminar Rev 10/18/13, 3:55am
Secret Habits of the Millionaire Mind
Silicon Valley Athletic Club (meeting room upstairs)
196 N. Third / St. James Sts, San Jose, CA 95112
Also make new friends and clients, and connect with your peers:
decision-makers, executives, entrepreneurs, business owners, professionals
Tue. October 22 http://2013oct22seminar.eventbrite.com
Cost: Early Bird: $10 (by 11pm Oct 20), Advance: $15 (by 4pm Oct 22), or $20 door
Must bring your receipt. Your name will be on the list at the door.
Refunds must be requested at least 24 hrs in advance.
Info: Cesar Plata, 408 352-5932, 239-9006c
As most American suffered through over a decade of economic challenges, building long lasting wealth has been a fleeting dream for many. Even as new technology and new forms of communication enables us to gather so much information about wealth building, why is it that very few seem to have it and keep it? Why is it that 10% of Americans own 90% of its wealth? What do they do differently? How did they manage to sustain it? The answer is simple… follow the simple habits of a millionaire mindset.
About the Presenter
Tim Kao is a Certified Financial Planner® and the Managing Partner for the Guardian Bay Area Agency in San Ramon, CA.
Prior to his role at Guardian, Tim was the Agency Director for the Financial Planning Division of MetLife, Southern California and has spent part of his career as management consultant for MetLife firms across the county.
Tim has served as the President of the Orange County Chinese Chamber of Commerce, where he has raised over $25,000 in college scholarships for underprivileged high school students. Tim received a B.S. from the University of California, San Diego in Quantative Economics and is a proud alumni of Semester at Sea. Tim Kao is bilingual in Mandarin, Chinese and resides in Dublin, California with his lovely wife Demi.
Life too busy for you to make the most of your money? Check these out:
Tim Kao, CFP®
925 983-2910, 909 709-7777 cell
The Guardian Bay Area
4000 Executive Parkway #514, San Ramon, Ca 94583
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY, 10004. (1-888-600-4667). Securities products and services are offered through PAS, a registered investment advisor and broker/dealer. OR The Guardian Life Insurance Company of America (Guardian) NY, NY. PAS is an indirect, wholly owned subsidiary of Guardian. PAS is a member of FINRA/SIPC.
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About Silicon Valley Athletic Club
www.siliconvalleyathleticclub.com (formerly known as San Jose Athletic Club) The Athletic Facility is a Historic Treasure - The magnificent Greco - Roman-style historical landmark building known as "San Jose Athletic Club" has a colorful history, and was almost demolished to make way for "progress" in the late 1970`s. Saved by some bold and Forward-thinking local leadership, it has survived as one of San Jose`s truly great monuments. Tours will be available during the event.
Built by the Freemasons in 1927 as San Jose`s Masonic lodge, it was a masterpiece of design and a centerpiece of the then -Tony St. James Park neighborhood. Along with the old downtown post office, the later-demolished Gothic city hall, the historic courthouse trinity Episcopal Church, and other historic structures that predated it, it was a major attraction for our out-of- town visitors, writers and photographers describing the best attributes of San Jose. By 1977, having been damaged by several earthquakes and needing deferred repairs, it was focused by the city to close until repairs could be effected. When the masons obtained cost estimates, they found the huge repair costs prohibitive ( about $ 500,000 - imagine that! ) A decision was made to build a new temple in a different location, and to sell the existing one to be demolished and replaced by a modern office building.
Fortunately , some alert members of the San Jose chamber of commerce were able to quickly lobby the city and federal governments to designate the building as a historic landmark, thus preventing it’s demolition-at least until it could be proven that no beneficial be found for it. For the next three years, a chamber for committee studied various ideas from private and public developers and agencies. Finally, in 1980, the owners of the venerable Oakland Athletic Club, a family-owned enterprise with a great history over two generations, proposed to convert the building to a first rate athletic club and social facility, retraining it’s historic façade and the traditional qualities of it’s remarkable interior – a challenging undertaking.
After two years of design and planning discussions, architectural plans and approvals, and extensive renovation and construction, the building was finally given a re-birth as the San Jose Athletic Club, which opened in November of 1981. Then considered the Premier Club of it’s type in all of silicon valley, it’s quickly attracted a premium membership of downtown business and professional people, and became the most popular venue for upscale social events and weddings in downtown San Jose.
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Contact: Cesar Plata, Founder
408 352-5932, cplata@everyCircle.com