C*******1
发帖数: 2 | 1 https://caspa-financial-seminar-ii.eventbrite.com
Date and Time: Wednesday, October 4, 2017 from 6:30 PM to 9:00 PM (PDT)
Venue: ITRI North American Office | 2870 Zanker Road #140 | San Jose, CA
95134
3 speakers :
Michael Lee, is a managing partner of rui | attorneys.
Xiaowei Li is a general partner of rui | attorneys.
Dr. Connie Chen, Executive Vice Chairman at Transamerica Financial Group.
Topic:
CASPA Financial Seminar II - Are You Prepared for the Unexpected Setback,
Grow and Preserve Your Assets
We invited experienced estate attorneys and financial advisor to closely
communicate with you, from legal, tax planning, asset allocation, and other
aspects to answer your questions about the following categories.
Estate Planning / Estate Tax / The Estate Plan
Grow and Safe Guarding Your Wealth
How do you hold your real estate title and other property?
The Fundamentals of Financial Planning and Asset allocations. |
|
