Your First Home & Smart Wealth Plan for 2026

This seminar is designed for homebuyers who want clear guidance on navigating the market, creating a strong wealth foundation, and learning how to use real estate and wealth planning together to secure a better future for their families. If you want to get ahead early, avoid expensive mistakes, and build a long-term wealth plan, this workshop is for you.

What You’ll Learn

🏡 Peninsula Housing Market Trends: Understand current market conditions and what buyers should expect in 2026.

🔑 How First-Time Buyers Can Purchase a Home: How to qualify, prepare financially, avoid common mistakes, and identify strong long-term assets.

💼 How Homeowners Can Use Equity to Buy Rentals: Get a simple breakdown of using HELOCs and cash-out refinances to acquire investment property.

✨ What Healthy Family Asset Allocation Looks Like: See how to balance real estate, savings, investments, and protection tools for long-term stability.

⚠️ Hidden Risks That Impact Wealth and Modern Buffered Strategies for Growth & Protection: Learn key risks—market swings, inflation, taxes—and how to reduce them.

🛡️ Modern Buffered Strategies for Growth & Protection: Discover financial tools that provide growth potential with built-in downside protection.

Details

Date: Dec 13, 2025 (Sat)

Time: 12 noon- 1:00 PM (PST)

Venue: 16 E 3rd Ave, San Mateo, CA 94401 (Ground floor)

Ticket: FREE, but RSVP required

This is your opportunity to get answers, receive up-to-date guidance, and feel empowered about your next steps toward homeownership and wealth planning. For any inquiries, please reach out to Aki Lui via email at akilui@kw.com.