新年财务规划

Stephen Luk, Vice President-Wealth Management, is working at UBS for more than 18 years. Registed Financial Services Agent.  Chloe Ding, Registed Client Service Associate.

Stephen Luk, Chloe Ding

2018即将到来，新年新开始！如何合理有效的理财投资，做到老来衣食无忧是很多中产阶级非常关注的问题。“理财”等同于“养老”。一个比“Dying to soon” 更悲催的事情， 可能就是“ Living too long"。
合理规划您个人账户的投资，未雨绸缪的规划未来是这次讲座的重点！Stephen Luk 是瑞银UBS财富管理的资深理财师，他精通英文，普通话，粤语，服务湾区有超过18 年的投资理财经验。 针对如何资产配置使收益最大化，风险低，可流动，又可以有税收上的优惠等常见的疑问， 我们会在现场的Q&A问答环节中讨论交流。我们为本次活动的参与者提供精美的下午茶点，欢迎大家的参与，同时认识更多朋友。
时间：2:30-3:30PM, Dec 21 , 2017
地点：20560 Town Center Lane. Cupertino
Stephen Luk, Vice President- Wealth Management, is working at UBS for more than 18 years, and Chloe Ding, Client Service Associate, host a mix, mingle and Q&A learn event on the topic of financial management. Stephen is fluent in English, Mandarin, Cantonese, he will answer your questions through an interactive format designed to help you understand your financial future. Please come to join us, sip your favorite coffee, tea,and schmooze with professionals or meet new friends there.
The Q&A meetup will cover:
--401K roll over and investment plan
--Retirement Plan
* We provide useful Financial Education with hands-on materials.
* Please bring your questions, and we will help you find the best solution.
* Please see “UBS” sign on the table when you get there or CALL 650-701-6162
* Reserve your seat today!

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新年财务规划

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新年财务规划

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