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OLLV Foundation Presents:
Legacy Financial Planning

Building a Strong Financial Foundation for Your Family

At the OLLV Foundation, we believe that strong families build strong communities. This Financial Literacy Seminar is designed to provide practical knowledge and guidance to help families make informed financial decisions with confidence and clarity.

Through this educational session, attendees will gain valuable insights into key areas that impact long-term financial well-being—especially for growing families and future planning.

What You’ll Learn

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Smart College Funding Strategies

​Preparing for your child’s education is one of the most important financial decisions a family can make.

This session will explore:

  • How to plan ahead for rising college costs

  • Strategies that may help reduce the impact on FAFSA eligibility

  • Flexible funding approaches beyond traditional savings plans

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Tax-Efficient Retirement Planning

Many families are unaware that retirement income can be structured in ways that may reduce long-term tax burdens.

This session will cover:

  • The difference between taxable and tax-free retirement income

  • Strategies that allow long-term accumulation without strict contribution limits

  • Approaches to help protect retirement income from market volatility

Safe Lock Mechanism

Income Replacement & Financial Protection

Life is unpredictable—having a plan in place can help protect your family’s financial stability.

This session will include:

  • How families can safeguard their income

  • Planning for unexpected illness or disability

  • Strategies to maintain dignity and financial security during difficult times

Business Team Discussion

Who Should Attend

This seminar is especially designed for:

  • Vietnamese families in our community

  • Parents planning for their children’s college education

  • Professionals ages 30–55

  • Small business owners

  • Individuals preparing for retirement

Event Details​

  • Duration 60 minutes

  • Language: Vietnamese

  • Format: Educational presentation with live Q&A

This seminar is focused purely on education and financial awareness. Attendees will have the opportunity to ask questions, gain clarity, and walk away with a better understanding of important financial concepts that can impact their family’s future.

Our Commitment to the Community

As part of the OLLV Foundation’s mission to serve and uplift our diverse community, this seminar is offered as a resource to empower families with knowledge—helping them build a more secure and confident future.

Reserve Your Spot

Join us for this informative and meaningful session designed to support you and your family’s financial journey.

Free OLLV Foundation Legacy Financial Planning Seminar
Free OLLV Foundation Legacy Financial Planning Seminar
Sat, May 16
Christ Cathedral Pastoral Center
Financial Planing Tickets
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