Financial Blind Spots Every Family Should Know

Tuesday, September 15, 2026 | 10:00AM - 11:30AM | Danville Library

The risks you don’t see can be the ones that hurt your family the most.

What You’ll Learn:

Discover the six financial blind spots that put families at risk
Understand how complexity and lack of coordination create vulnerability—even when you have great advisors
Learn why excellent advice in isolation may still leave dangerous gaps
Identify your own blind spots and take the first step toward greater clarity and protection
Walk away with practical strategies to help you and your family make more confident decisions

This workshop is for you if you:

Want to protect what you've worked hard to build
Want to reduce risks your family may not see
Want your wealth and values to have the impact you intend
Want to bring more clarity, coordination, and confidence to your financial life

You cannot eliminate every financial risk. But you can eliminate many of the blind spots.

John Lau, CPA, CFP®

John is a Principal and Managing Director at Robertson Stephens' San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John and his team specialize in helping individuals and families navigate the financial complexities of retirement through Retirement Income Architecture™, a comprehensive methodology he developed that coordinates investment management, tax planning, retirement income, estate planning, and legacy strategies into a unified retirement plan. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional.

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Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. This material is for general informational purposes only and should not be construed as investment, tax or legal advice. Please consult with your investment, tax and legal advisors in regard to your own personal circumstances. The information contained herein was compiled from sources believed to be reliable, but Robertson Stephens does not guarantee its accuracy or completeness. Investing entails risks, including possible loss of principal. Past performance does not guarantee future results. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. Robertson Stephens only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Robertson Stephens’ current written disclosure brochure filed with the SEC which discusses, among other things, Robertson Stephens’ business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. © 2026 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.

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