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SVIEF Wealth Management: 2018 Tax Reform & Economy Outlook Seminar

Silicon Valley Technology Innovation and Entrepreneurship Forum

Tuesday, June 26, 2018 from 6:00 PM to 8:00 PM (PDT)

SVIEF Wealth Management: 2018 Tax Reform & Economy...

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3d 17h 33m Free $0.00
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3d 17h 33m $199.00 $13.15

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Event Details

SVIEF Wealth Management: 2018 Tax Reform & Economy Outlook Seminar

Build your financial strategy for success in “the Next Great Odyssey”
Private consultation available after the seminar

 

Provisions of the ‘Tax Cuts and Jobs Act’ has generally become effective since December 31, 2017. As a personal investor, it’s time to consider possible impact of tax reform on your current and future investment strategies, as well as its implications on economic outlook this year. Mismanaging your money is equivalent to throwing it away.
As a seasoned financial advisor with 20+ years of experience, Linhvien Tran from Merrill Lynch will present this informative seminar on Tax Reform and Outlook 2018.

 

The seminar has been designed to help you better understand:
Merrill Lynch’s outlook on the economy, the markets and the potential impact on your portfolio
Drivers of long-term economic growth and risks that we all still face
Specific thoughts on the core asset classes that comprise many investor portfolios
The potential benefits of professional investment management and how we can work together toward your goals

 

Who should attend:
Personal (or small business) investors who look forward to building a balanced portfolio to successfully realize your financial goals

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Event Information:
Time: 18:00-20:00, June 26th, 2018
Location:3120 Scott Blvd, Santa Clara, CA 95051
(Pizza and beverage will be provided).

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Speaker:

Linhvien Tran, CRPC®
Vice President & Senior Financial Advisor, Merrill Lynch


Linhvien has been working with high net worth individuals, families, senior-level executives, business owners and corporations in the financial industry for 18 years. She began her career as a Financial Advisor at Merrill Lynch in 2006. With Linhvien’s relationship-oriented style, she strives to fully understand her clients’ specific situations and goals to help them pursue their short- and long-term goals by delivering customized advice and guidance. She cares deeply about her clients financial futures and this guides her decision-making process.
Linhvien holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. She graduated from University of California, Riverside with a Bachelor of Science degree in Business Administration.

 

About SVIEF Club

SVIEF Business club holds monthly events exclusively for members. Join our premium community of 300+ most recognized investment institutes, startups, universities and leading tech companies in Silicon Valley and have access to branding, financing, investment and networking opportunities. Apply to be a SVIEF business club member: http://club.svief.org/join.html


SVIEF
Silicon Valley Innovation and Entrepreneurship Forum is the largest international high tech and investment conference designed to foster innovation and promote business partnerships between China and the U.S. SVIEF brings together professionals and experts from the fields of Government, High Tech, Corporation and Investment in both China and the U.S. to provide a platform for the exchange of talents, technology and capital.

Have questions about SVIEF Wealth Management: 2018 Tax Reform & Economy Outlook Seminar? Contact Silicon Valley Technology Innovation and Entrepreneurship Forum

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When & Where


Shenzhen Bay Innovation Center
3120 Scott Blvd
Santa Clara, CA 95054

Tuesday, June 26, 2018 from 6:00 PM to 8:00 PM (PDT)


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Organizer

Silicon Valley Technology Innovation and Entrepreneurship Forum

Since 2011, SVIEF has been the largest conference that fosters innovation and business partnership between China and the U.S. in Silicon Valley. The SVIEF 2017 has attracted nearly 10,000 attendees and over 150 exhibitors. During the conference, 20 finalists from the previous SVIEF Startup Contests gathered at the 7th SVIEF 2017 Startup Final Contest, showcasing their innovation abilities and business potential.

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