UBS 瑞银财富管理 Q&A Learning Event
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UBS 瑞银财富管理 Q&A Learning Event

UBS 瑞银财富管理 Q&A Learning Event

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Chromatic Coffee

5237 Stevens Creek Blvd

Santa Clara, California 95051

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Stephen Luk, Vice President-Wealth Management, is working at UBS for more than 17 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, and Cantonese. Please come early to sip your favorite coffee for free and schmooze with professionals or meet with new friends.

Q&A meet up will begin at 9:30AM until 11AM, and will cover:

--401K roll over and investment options

--Insurance review and update

--Retirement Plan( IRA, Roth IRA, Annuity, Long-Term Care)

**Please bring your questions, and we will help you to find the best solution.

** PLEASE see "UBS" sign on the table when you get there or CALL 650-701-6162

瑞银UBS 财富管理副总Stephen Luk 和理财客服专员Chloe Ding和大家一起讨论关于如何理财,和家庭的财富管理及规划。Stephen会讲流利的英文,中文和粤语,有超过17年理财规划的经验,欢迎大家在湾区著名的Chromatic Coffee 免费品尝自己喜欢的咖啡和甜点,聊聊自己需要了解的关于个人及家庭未来的财务规划,认识更多新朋友。

问答时间从9:30AM至10:30AM,内容包含:

--如何将原有401K帐户的投资转出和如何再进行投资规划;

--旧的保单需升级到更完善的保险计划

--退休规划

--529教育基金规划及比较

**请您列出自己需要了解的问题,我们会帮助您找到最好的解决方案。

如需要了解更多详情,请播打650-289-7020.

**请参加的朋友到达咖啡店后注意看UBS的标志或者打电话650-701-6162**


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Chromatic Coffee

5237 Stevens Creek Blvd

Santa Clara, California 95051

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