BQ Financial

🍂 Happy Thanksgiving! 🦃 We’re so grateful for our amazing community this year! To celebrate the spirit of giving and togetherness, we’re sharing one of our favorite Thanksgiving recipes for you to enjoy with your loved ones. 🥧✨ 🍴Whether you’re cooking up a storm or simply relaxing, we hope this recipe brings a little extra joy to your holiday table. Wishing you a Thanksgiving filled with love, gratitude, and delicious moments! #Thanksgiving #HolidayCheer #Gratitude #RecipeShare

💸 Taxes: Your #1 Expense. But there’s a smarter way to manage them. Kai-Zen is a strategic solution to grow your wealth while minimizing tax burdens. It's about leveraging smart financial planning to protect and maximize your assets. Ready to make your money work smarter? Let’s connect! #TaxPlanning #KaiZen #WealthManagement

Dear Financial Professionals: You are invited to join us for a special webinar tonight! We’ll be discussing how to effectively use allocation strategies to optimize investment portfolios, featuring insights on S&P 500, Bloomberg Index, PIMCO, and more. 📅 Date: Tonight (Nov. 12th) ⏰ Time: 8:00 PM, EST 🌐 Location: https://lnkd.in/eeB4Y7eM (Please register ahead) #financialprofessionals #sp500 #bloomberg #pimco

🎉 Thank you to everyone who joined us for the AAIFPA -Northeast Chapter webinar on October 29th! A special shout-out to our amazing guest speakers, Fred Huang, MBA, CLF and David Greene , for their valuable insights. During the session, Robert Jin CLU, LUTCF, CLTC, IMO for Kai-Zen since inception delved into the key differences between IUL and Kaizen, which sparked great discussions. 📺 Missed it or want to rewatch the highlights? Catch the full recording here: https://lnkd.in/emxcezSJ Thank you again to all participants and speakers for making this event a success! #AAIFPA #Webinar #IUL #Kaizen #Networking #EventSuccess

Grace Barnard , President & Co-Founder of Kai-Zen, highlights the importance of preparing for the largest generational wealth shift in history. It's not just about passing down assets—it's about building sustainable financial strategies for long-term impact. This is the moment to rethink how we empower future generations. Learn more about her insights: https://lnkd.in/eG48sc2u #WealthTransfer #FinancialPlanning #KaiZen

Missed the live session? Watch the recording to explore insights on the greatest wealth transfer, investment strategies, and opportunities to build generational wealth. Access it now and stay ahead of the curve! video link here: https://lnkd.in/ethqBZpM #WealthTransfer #FinancialPlanning #GenerationalWealth #Webinar

🎃👻 Halloween is approaching, and while others focus on tricks, let’s remember: living without protection is truly spooky! This season, consider Kaizen—your treat for continuous improvement. Investing in your future and ensuring safety in every aspect of your life is essential. Stay proactive and secure! 🍬✨ #Halloween #Kaizen #ContinuousImprovement

💡 Did you know? Most physicians don’t start saving until their 40s, and by then, they may need to save up to 33% of their income just to maintain their current lifestyle. It's never too early to start planning for the future. Embrace the Kai-Zen philosophy and take small, continuous steps toward financial wellness today. Start early, secure your future. 💼📈 Watch the 2 mins video below! #PhysicianFinance #KaiZen #FinancialWellness #InvestSmart #PlanAhead

💡 Did you know? Most physicians don’t start saving until their 40s, and by then, they may need to save up to 33% of their income just to maintain their current lifestyle. It's never too early to start planning for the future. Embrace the Kai-Zen philosophy and take small, continuous steps toward financial wellness today. Start early, secure your future. 💼📈 Watch the 2 mins video below! #PhysicianFinance #KaiZen #FinancialWellness #InvestSmart #PlanAhead

On September 28th, sponsored by ICO Dental Group, Robert Jin CLU, LUTCF, CLTC, and Chairman of BQ Financial, a nationally recognized IMO for Kai-Zen since inception, conducted a webinar bilingually (English & Mandarin), "Using Leverage to Create Wealth: Pension & Protection Strategy", Key Concepts & Overview of CSY66 Holistic Strategy(1 of the 4 webinar series). This strategy utilizes 2 major leverages, including up to 300% capital match to clients's contributions, with tax advantaged retirement income, leading to possibly doubled/tripled after-tax benefits, compared to other retirement plans. Special thanks to Tom R. L. Tous, EVP of Simplicity Group , the largest independent networks of insurance & financial products distribution in the U.S, for being our esteemed guest speaker and speaking highly of BQ Financial & Robert Jin for helping their clients with the most innovative & effective products and services.🎤 🧐 To catch up with the 1st webinar and attend the webinar series, Medical Doctors and Dentists are encouraged to request the video replay access and webinar registration link. 📺 The second lecture will be on a Saturday evening early in November: "CSY66 Holistic Strategy in Relation to Integration of Plan A and Plan B, maximizing both Assets and Insurances in a safe & effective way 🔜 #Dentistry #FinancialSecurity #PracticeManagement #InsuranceTips