Save, invest and then spend with collaboration from your CPA, tax preparer, estate planner, life insurance agents, financial planners and other professionals. Learn from them and then start an electronic fund transfer each month so that you have paid yourself first before you spend. Call Connie before the end of the year to properly allocate your assets and before you incur tax penalties. An overall financial picture strategically planned will protect your future wealth accumulation with tax advantage.
1035_CPA_Seminar on 1035 Exchange
Seminar:
- 1035 Exchange for CPA (annuities, life insurance)
- Estate Planning for Business Owners (Living Trusts, Nevada LLC, more)
- Financial Planning for lifetime tax free retirement income
- Living Benefits during terminal and critical illness plus long term care

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Contact Connie Dello Buono 408-854-1883 motherhealth@gmail.com for seminar series for your employees or business. CA Life and Health Lic 0G60621, Life Insurance and Annuities Broker, Financial Planner and Financial Life Coach
Every Tuesdays Free Seminar at Umpqua Bank in Downtown San Jose, 10-11 and 11-12noon
225 W Santa Clara St #150, San Jose, CA 95113 Parking will be validated by the bank. Lots of parking space in the building on the side entrance. I love the hospitality of the bank, very friendly and cooperative to small business owners. |

Published by connie dello buono
Connie Dello Buono is based in Sunnyvale California. Her first ebook is about women's health, Birthing Ways Healing Ways and her recent one is about cancer prevention, Curated Healing Ways. She had helped women have holistic childbirth as childbirth educator, founded Motherhealth, to serve seniors in the bay area with holistic caregivers and blogs at www.clubalthea.com with more than 10,000 health and finance related posts.
Connie trains her own caregivers, which are the favorites of most bay area seniors who are home bound and alone.
She is active in the rehab and nursing facilities, volunteering on music and movement for seniors.
She is a member of Lion's club and offered scholarships to students in the Philippines.
She is active at churchinsunnyvale.us and has Fridays Bible home study in Sunnyvale using the recovery version of the Bible , free at biblesforamerica.us
She loves dancing and teaching and her courses can be found at
https://teachclub.com/@thriveafter60
She is California Life Insurance licensed providing life insurance for older adults with health issues and helping women retire safely with income for life.
at menloassetca.com , she helps with 401k rollover.
3 Benefit plans
- Mortgage protection using term life insurance to pay for mortgage balance in event of death
- Final Expense plan using Single Issue Whole Life Insurance, with cash back, disability benefit and guaranteed in the presence of health issues
- Fixed Index Annuity retirement plan for safe, accessibility, less fees, less taxes, avoids probate as it goes directly to beneficiaries, rate of return with no downside market participation.
She brings compassion and understanding to the needs of her clients, bringing holistic approach in health and life insurance. Her goal is to free families from worries especially during covid with caregivers and life insurance in the presence of health issues, especially for women.
She can be reached at 408-854-1883 , motherhealth@gmail.com
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