【從容預見未來，歲末全方位省稅，免稅財務規劃講座】San Jose 專場

Yvonne Yao is the President and CEO of Masterlife Financial Group, Inc.Yvonne is a member of The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. Yvonne is ranked among the top industry producers, producing multiple of Top of the Table productions year after year.Yvonne has appeared on KTSF 26 Business & Lifestyle programs, and hosts weekly radio shows on Singtao's FM 96.1.Honors & Awards:2015AllianzLife A-List, Blue Level2014 Allianz Life A-List, Outstanding Achievement2013 -2015 National Life Group® Diamond Club2011 -2015 The Million Dollar Round Table, TOT & COT2012 AIG AGLA Top 10 producer2011 Allianz Masters Forum Club Member2008-2009 AIG AGLA Leadership Club2008-2009 AIG AGLA Women Leadership Club

Masterlife Financial Group, Inc. 萬富理財集團

掌握風險控制的主動權
掌握稅務策略的主動權
【萬富理財】財務規劃講座
本周六(12/10)
 
講座主題:
1. 小商業主歲末省稅策略
2. 海外金融資產賬戶的管理及申報+稅法更新
3.  複利遞增是真理！
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<LI>事後諸葛亮，保證無下跌，倒算指數法!</LI>
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4.  低息套利是杠桿！
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<LI>抓住低利率大環境，免稅資產擴張!</LI>
</UL>
5. 免稅策略是王道！
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<LI>稅後投資，如何建立免稅退休收入！ </LI>
</UL>
6. 歲歲年年領不完！
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<LI>IRA,舊401K 轉成終身領取養老金計劃！</LI>
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主講嘉賓：
1. Yvonne Yao | President of Masterlife Financial Group, Inc 
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<LI>MDRT TOT | 全球百萬圓桌頂級會員</LI>
<LI>榮獲美國及國際20個頂級獎項</LI>
</UL>
2. Charles Zhi | 雨霖會計事務所
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<LI>21年經驗，權威稅法教授</LI>
</UL>
3. Nelson Yeung | President of Allied Consultant
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<LI>28年經驗國稅局注冊退休計劃專家</LI>
</UL>
4.  Jochen Faas, CFP® | CERTIFIED FINANCIAL PLANNER™
<DIV CLASS="gmail_default">
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<LI>MDRT TOT | 全球百萬圓桌頂級會員</LI>
</UL>
</DIV>
<DIV CLASS="gmail_default"> </DIV>
<DIV CLASS="gmail_default">講座時間： </DIV>
<DIV CLASS="gmail_default">1:30pm--3:30pm 12/10/2016</DIV>
<DIV CLASS="gmail_default"> </DIV>
<DIV CLASS="gmail_default">講座地點：</DIV>
<DIV CLASS="gmail_default">2055 Junction Ave ste 235 </DIV>
<DIV CLASS="gmail_default">San Jose Ca 95131</DIV>
 
報 名 專 綫
 1(888)-835-0698
 本講座謝絕同行參加！謝謝配合！

2055 Junction Ave ste 235

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