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Workshops & Events

Jacob Young Financial held the Identity Theft Prevention Seminar on Tuesday, April 24th, 2018 at the Seascape Golf Course.

Clients and guests learned important information about recognizing scams and preventing identity theft at this information luncheon. Sergeant Ainsworth with the Santa Cruz County Sheriff's department provided valuable insight about prevelant phone scams and internet fraud and steps to take to protect yourself.

Topics covered included:

  • How to protect yourself from common email and phone scams
  • How to recognize and prevent internet fraud
  • How to protect yourself from credit card fraud
  • Institutions available if you are a victim of identity theft


Jacob Young Financial held the Errors to Heirs Seminar on Tuesday, November 7th,2017 at the Seascape Golf Course.

This informational luncheon provided professional insight from Attorney of Law, Emily Buchbinder. Emily provided valuable information about the most common mistakes made when creating a trust and how to avoid them.

Topics covered included:

  • Estate planning strategies to protect children from themselves, creditors and in-laws
  • How best to pass retirement accounts to the next generation
  • How to transfer real property without having it reassessed
  • Various generation skipping planning opportunities


Jacob Young Financial held a seminar on Improving Returns through Tax Efficiency in Santa Cruz County at Rio Sands Hotel in Aptos (March 4, 2015)

With today’s volatile economic conditions, it is challenging to find low risk investment strategies to improve returns. One strategy often overlooked is being more tax efficient with your investments. Jacob presented strategies to improve returns, by being more efficient without your risk increasing.


Jacob Young held a Women’s Gardening Afternoon in Santa Cruz County at Alladin Nursery in Corralitos (September 25, 2014)

Clients and their guests learned hands on how to plan, plant and nurture a hanging basket. Guest speaker Nina Broderick from Do Rights Grower talked about which flowers grow the best together, what works well for full sun or shade and much more. Everyone planted their own hanging basket to take home.

 

Jacob Young held a Seminar on Securing your Retirement through Social Security in Santa Cruz County in Watsonville (March 4, 2014)

Jacob gave an explanation of the different programs, benefits and services that Social Security provides.

Topics Covered-

  • Tradeoff for Individual Benefits
  • Collecting Early vs. Collecting Late
  • Spousal Benefits/ Survivor Benefits
  • Collection Strategies
  • Taxation of Social Security Benefits
  • Government Pension Offset

Jacob Young held an open house at the new office in Watsonville (May 1, 2014)

Clients came by to see our new office. We had food catered by Café Ella and Freedom Meat Lockers. There was a live band. Fun times had by all. If you haven’t visited our new office please stop by anytime to say hi.