【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！
<UL>
<LI>事後諸葛亮，保證無下跌，倒算指數法!</LI>
</UL>
4.  低息套利是杠桿！
<UL>
<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！
<UL>
<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！
<UL>
<LI>IRA,舊401K 轉成終身領取養老金計劃！</LI>
</UL>
 
主講嘉賓：
1. Yvonne Yao | President of Masterlife Financial Group, Inc 
<UL>
<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
<UL>
<LI>21年經驗，權威稅法教授</LI>
</UL>
3. Nelson Yeung | President of Allied Consultant
<UL>
<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">
<UL>
<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！

【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

More events from Masterlife Financial Group, Inc. 萬富理財集團

Discover more events from Masterlife Financial Group, Inc. 萬富理財集團, from Business to other experiences you might love.

Still looking for the right event?

Explore all events in SAN JOSE and filter by date, category, and more to find the perfect fit.

【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

More events from Masterlife Financial Group, Inc. 萬富理財集團

Discover more events from Masterlife Financial Group, Inc. 萬富理財集團, from Business to other experiences you might love.

You might also like...

Browse more events with different dates, prices, and formats to find your next great experience.

Still looking for the right event?

Explore all events in SAN JOSE and filter by date, category, and more to find the perfect fit.