Trojan Wealth Webinars
Join Jimmy Suh, Financial Advisor, for monthly webinars tailored to provide you with the tools, knowledge, and strategies to confidently manage your wealth and achieve your financial goals. Whether you're just starting your financial journey or looking to optimize your portfolio, these masterclasses are designed to guide you every step of the way.
Upcoming Trojan Wealth Webinars
Explore our 2025 webinar lineup! Dive into engaging sessions on topics like retirement planning, wealth-building, and tax-saving strategies. Stay informed and take charge of your financial future - register for your sessions using the links below.
Friday, January 25
Financial Planning 101
12pm - 1pm
Kick off the New Year with a strategy to secure your financial success in 2025 and beyond.
What you will learn:
- The fundamentals of financial planning and how to align it with your personal and professional goals.
- Proven strategies to increase your financial success probability to over 80%.
- Practical steps to take now for a confident and stress-free financial future.
Friday, February 7
Insurance 101
12pm - 1pm
Ensure your insurance and beneficiary designations provide the protection your loved ones deserve.
What you will learn:
- The key benefits of life insurance and how it safeguards your family's future.
- Common beneficiary mistakes in life insurance policies and how to avoid them.
- Steps to review and update beneficiaries across all your accounts effectively.
Friday, March 21
How to Build Your Wealth
12pm - 1pm
Unlock the secrets to growing and preserving your wealth with proven strategies and tools.
What you will learn:
- Actionable steps to start building and growing your wealth effectively.
- The basics of ETFs, annuities, and mutual funds, and how they fit into your financial plan.
- 10 timeless principles to help you achieve lasting financial success.
Friday, April 4
How to Avoid Taxes
12pm - 1pm
Learn how to maximize your returns and minimize your tax burden with smart strategies and tools.
What you will learn:
- How to boost your investment returns through tax-free options.
- An overview of the US income tax system and its impact on your finances.
- Steps to develop a personalized tax strategy to preserve more of your wealth.
Thursday, May 29
Educational Savings Plans
12pm - 1pm
Explore the benefits of a 529 College Savings Plan and how it can help you achieve your education savings goals.
What you will learn:
- How 529 plans work and their tax advantages for education savings.
- Strategies to maximize your contributions and grow your investment.
- The flexibility and benefits of using a 529 plan for qualified education expenses.
Friday, June 20
Mid-Year Financial Review
12pm - 1pm
Evaluate your progress and make adjustments to ensure a successful financial year!
What you will learn:
- How to determine if you’re on track to achieve your financial goals.
- Key adjustments to optimize your financial strategy mid-year.
- Tools and tips to stay focused and maintain momentum toward long-term success.
Friday, July 18
Retirement Planning
12pm - 1pm
Prepare for a secure and fulfilling retirement with expert tips and actionable steps.
What you will learn:
- A comprehensive checklist to prepare for the 5 years leading up to retirement.
- Key strategies to maximize your Social Security benefits.
- Proven tips to create a retirement plan tailored to your goals and lifestyle.
Friday, September 19
Behavioral Investing
12pm - 1pm
Understand how your mindset shapes your financial decisions and master smarter investing habits.
What you will learn:
- The psychology behind investing and how it influences your decision-making.
- Three common mistakes to avoid for better investment outcomes.
- Practical strategies to align your behavior with long-term financial success.
Friday, October 17
Long-Term Care
12pm - 1pm
Explore the essentials of long-term care and how it can provide security for you and your loved ones.
What you will learn:
- What long-term care (LTC) is and why it matters for you and your family.
- How LTC can support your family during challenging times.
- Key questions to ask when considering long-term care options.
Friday, November 21
Year-End Tax Planning
12pm - 1pm
Discover strategies to optimize your year-end finances, minimize taxes, and make the most of your Social Security benefits.
What you will learn:
- Effective year-end planning tips to set yourself up for success.
- Tax harvesting strategies to minimize liabilities and boost returns.
- Social Security insights to make the most of your benefits.
.png "JImmy Suh (1)")
Jimmy J. Suh
Financial Advisor
Trojan Wealth Management
Email: jsuh@usccreditunion.org
Jimmy J. Suh brings over 30 years of experience to Trojan Wealth Management. Passionate and approachable, Jimmy loves helping people confidently navigate their financial journeys, from investment planning to retirement strategies.
With past roles at JP Morgan Chase Private Bank and Merrill Lynch, Jimmy's expertise is backed by deep industry knowledge. He also played a key role in supporting New York City residents after 9/11 as part of the Financial Committee.
Book a Free Initial Investment Review
Take the first step toward securing your financial future by scheduling a free investment review with Jimmy today!
Financial Guidance for Every Stage of Life
Financial Planning
Insurance Planning
Investment Planning
Retirement Planning
Estate Planning
Retirement Small Business Planning
Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. USC Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.
Not FDIC/NCUA insured | No Financial Institution Guarantee | May Lose Value