How to Manage Your Personal Finances

Bliss and Wisdom Young Adults, Northern California Chapter (BWYA NorCal) is a group of young adults striving for personal and professional excellence and success. We organize monthly events such as professional development talks, community service event,  social outings, and more. Welcome to our events and join our big family!

BWYA NorCal

Dear Friends, 
Are you looking for ways to grow your savings? Are you super frustrated with the low interest rates offered by banks? Are you trying to do better in the stock market? Are you thinking about retirement planning but don't know where to start? Do you know how to manage personal taxes?
If you have any of these thoughts, be sure to join this BWYA talk and learn from people well versed in Personal Financial Management, Ms. Annie Yamashita and Mr. William Wang on Saturday, January 14th!
Ms. Yamashita will discuss the right mindset, discipline and habits in financial planning, while Mr. Wang will share how a Silicon Valley engineer achieved financial freedom through self-taught financial planning and lots of practice. How exciting!
 
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Schedule:
1:30 - 2:00pm Check in and Mingle
2:00 - 2:05pm Introduction
2:05 - 2:35pm Speech by Ms. Annie Yamashita
2:35 - 3:05pm Speech by Mr. William Wang 
3:05 - 3:35pm QA Panel with successful business professionals
3:35 - 3:45pm Conclusion
3:45 - 4:30pm Mingle with light refreshments
 
Language: 
Speech and Discussion in Mandarin Chinese 
Instant English Translations available
 
Cost:
$10 to cover light refreshments, any surplus will go towards future events such as community service events
 
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Speaker Bio: Ms. Annie Yamashita
 
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Ms. Annie Yamashita is a Real Estate Broker Associate with a California CPA License and MBA Degree. Before becoming a real estate professional, Annie has more than 20 years of experience in: Corporate Accounting & Finance, positions held such as Controller, Senior FP&A Analyst; Auditor of Deloitte and Touche on public and private industries; Tax Accountant for wealthy individuals and various filing entities.
With a passion to help others in their important decisions to sell and purchase real estate as well as increasing her own personal investment opportunities, Annie transitioned to become a Broker Associate at Intero Real Estate Service 3.5 years ago. Annie focuses on residential property transactions in South Bay Area.
 
Speaker Bio: Mr. William Wang
 
<IMG ALT="William W." SRC="https://cdn.evbuc.com/eventlogos/195818219/williamwang.jpeg">
 
Mr. William Wang is the Director of Mechanical Engineering at Finisar Corporation. R&D teams in the US, China and Singapore report to him. Finisar Corporation is a fiber optical communication company with 13,000 employees worldwide, headquartered in Sunnyvale, California with branches in the USA, Malaysia, China, Israel, Australia, Sweden, Singapore and Germany.
William Wang has 30 years of work experience in the US and over 24 years of stock trading experience. William Wang is a Silicon Valley engineer working on achieving financial freedom through self-taught financial knowledge and practice.
 
 
QA Panelists also include
 
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Tony Lee is a Senior Vice President in Wealth Management, Portfolio Management Director & Wealth Advisor at Morgan Stanley. Tony has a deep understanding of the industry, intelligence, vision and passion. Tony believes strongly in a value-based approach to wealth planning, advising clients with an integrated approach that spans estate planning strategies, intergenerational wealth transfer, philanthropic mission development and strategy implementation, personal and financial risk management, liability and investment management. He also has 25 years of experience with investment manager due diligence, portfolio construction, asset allocation and alternative investment analysis. 
 
 
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Ms. Li Zhou, Vice President of Finance at Boardvantage. As VP of Finance, Li is responsible for all aspects of corporate finance and accounting. Before joining Boardvantage, Li gained significant experience working in several industry sectors, including semiconductor, supply chain management, software and new energy R&D. Earlier in her career, she worked at Ravix Group, Vivecon, and King & Wood, a leading law firm in China.
 
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亲爱的小伙伴，你想增长理财知识、加强理财能力吗? 你在为银行的低利率而郁闷吗？你在打算做退休金规划，但不知如何下手吗？你想成为炒股高手吗？你知道如何合法避税吗？
如果你正在为这样的事情而烦恼，别着急，快来参加我们福智青年1月14日星期六下午即将举办的这场理财讲座。我们很荣幸地邀请到了职业理财师 Annie Yamashita 女士以及业余理财高手 William Wang 先生为大家传授理财基础知识及分享个人是如何实现财务自由的。 机会实在难得，不容错过！！
Annie 将会从专业的角度讲解我们需要具备的理财常识、理财心态，以及如何建立良好的理财习惯。William 作为一名典型的硅谷工程师，将会给大家分享他是如何通过自己在理财上不断地学习、探索而实现个人财富自由的。小编好激动啊，已经迫不及待了！
 
活动安排：
1:30 - 2:00pm 签到，大家互相认识
2:00 - 2:05pm  介绍福智青年以及演讲嘉宾
2:05 - 2:35pm  Annie Yamashita 女士演讲
2:35 - 3:05pm William Wang 先生演讲
3:05 - 3:35pm 与现场专家互动（会有四位专家解答大家的财务管理问题）
3:35 - 3:45pm 活动小结
3:45 - 4:30pm 大家自由聊天
 
演讲和问答都是中文为主
现场提供英文同声传译
 
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演讲人简介
 
Annie Yamashita 女士是职业房地产经纪人，持有加州注册会计师执照和 MBA 学位。Annie 曾在 Deloitte and Touche 等公司从事会计、金融、税务方面的工作，有20多年丰富的职场经验。三年半以前，Annie 转型成为 Intero Real Estate Service 公司的职业房地产经纪人，帮助客户在湾区销售、选购房产。
William Wang 先生是 Finisar 公司的机械工程总监。Finisar 是全球最大、技术最先进的光通讯器件供应商，在全球有13,000多名员工。总部在加州的 Sunnyvale，在马来西亚，中国，以色列，澳大利亚，瑞典，新加坡，德国都有子公司。William 先生有30多年技术领域的工作经验，24年股票交易经验。

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How to Manage Your Personal Finances

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