AFEA US Money Course / Atsushi Kurosawa

AFEA US Money Course / Main photo by Atsushi Kurosawa

Money management course for living in the US. Information that's difficult to understand in English will be explained in Japanese.
Next session: September 22nd (Tue) 6:00 AM "Explanation of the latest tax laws regarding retirement"

Please see below for information on the next lecture and a report on the previous lecture. Parking information is also included

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The American Financial Education Alliance (AFEA) Irvine campus regularly holds seminars, translating essential money management courses for life in the United States into Japanese. AFEA's mission is to improve financial literacy across communities and guide them to make better decisions. It offers over 30 different curricula at hundreds of locations nationwide. Atsushi Kurosawa, President of the Irvine campus, has over 25 years of experience in private and public equity investment management in the U.S. securities and financial industry, and holds a full range of licenses related to insurance and securities trading. He currently holds and practices as a Certified Financial Planner®, one of the highest qualifications for financial planners in the United States

In 2025-2026, we learned about the following topics together

40(k) rollover
Retirement and tax planning
Incapacity Planning
Asset transfer planning
Long-term care plan
The key to an investment plan
Social Security Office Hours
US immigration and pensions
The role of financial planning
Cross-border planning

The course is structured in two parts to aid your understanding: a presentation followed by individual Q&A sessions. We also accept requests for individual meeting schedules, so please feel free to use this service

The new 2026-2027 series will begin on September 22nd

AFEA is established as a non-profit educational organization under the 501(c)(3) designation. Donations may be tax-deductible; please consult your tax advisor

Furthermore, due to the nature of our organization, we do not sell or solicit any specific financial products. Please feel free to come and learn with us

Information

address	3333 Michelson Dr., Suite 820, Irvine, CA 92637
Room number	Suite 820 (This is the office of Prudential Advisors/LPL Financial, a company that operates insurance, securities, and consulting businesses.)
telephone number	4084970257
E-mail	akurosawa@myafea.org
Business Hours	The seminars are held between 9:00 AM and 5:00 PM, often in the evening. The seminar venue is on either the 1st or 8th floor. Please check the location
Closed days	Saturday, Sunday
Website	http://www.myafea.org/chapters/5056

2026-2027 AFEA US Money Course　

The next AFEA Money Seminar will be held on September 22, 2026 at 6:00 AM (via Zoom). (Please let us know if you wish to participate in person.)

"Explanation of the Latest Tax Laws Regarding Retirement"
Learn about tax strategies, one of the biggest costs of retirement life.

Differences in effective tax brackets before and after retirement
Tax brackets for IRA investments and withdrawals
How to calculate the Social Security tax
The impact of capital gains and dividend taxation on tax liability
Differences between tax credits, income deductions, tax reductions, tax exemptions, etc
Nine basic tax laws
RMD calculation method
Medicare premiums are calculated based on income, etc

We are accepting questions in advance. (akurosawa@myafea.org)

Click here to register.

After the course concludes, you will receive an Evaluation Form. Please be sure to complete and return it to us. This is a request from headquarters, and the form will be used to evaluate and improve branch school activities

Last year, almost all participantsjoined via Zoom. Live in-person attendance requires preparation, so we will only accept requests for it.register to attendand then inform us separately via email if you wish to participate in person.

The course will be held in a comfortable conference room rented in Irvine. This course is offered as a free community service and is run with your support. If you can help with the event's operation, please contact us

I look forward to meeting you

Previous session summary: AFEA US Money Seminar, Session 12 (September 22, 2026) "Explanation of the latest tax laws regarding retirement"

In the previous session, "Immigration to the United States and Pensions" (hosted by ViviNavi, May 22nd), we learned the following:

Preserving the right to receive pension benefits in Japan (by Yuko Aoki, Certified Social Insurance and Labor Consultant and Pension Advisor)
- National pension, employee pension, handling of unpaid and overpaid contributions
- Continuation and increase of national pension contributions
Procedures before departure (by Yuko Aoki)
- Establishment of various accounts, departure notification
Establishing the Right to Social Security Benefits (Atsushi Kurosawa)
- SSN application, FICA tax payment, eligibility requirements
- Spousal benefits, survivor benefits
The Importance of Life Planning (Atsushi Kurosawa)
- Diversify your income sources so that you can supplement your living expenses with other sources of income if your pension is insufficient
- Public health insurance starts at age 65
- Long-term care insurance is a matter of personal responsibility
Q&A

When formulating and implementing a plan tailored to your individual circumstances, we recommend seeking advice from professionals such as financial planners, tax accountants, and lawyers

parking

Free parking is available in the parking lot in front of Mather's or North Italia, or in the parking building marked "Retail" (1st to 3rd floors). Please enter through the entrance marked with a red arrow. You will need to obtain a ticket at the entrance marked "No Entry"

The venue is the building with the large 3333 sign. The website lists the address as Suite 820, which is the office on the 8th floor.
My company, Pridential Advisors/LPL Financial, is providing the venue and refreshments for the event. I would like to express my gratitude here.