“稅務,投資,大學資助” 諸般智慧理財規劃論壇 , Meeting Room at PerfectLife, Saturday, 16. February 2019

股市大幅波动,您在担心資產大幅缩水,2019 該採用什麼樣的投資策略?稅改如何影響我們的稅表和荷包? 全球征税对你又意味着什么?大学学费每年攀升,父母如何做到水漲船高?
豬年伊始 “財經智庫” 與 "PerfectLife" 聯合舉辦理財策略論壇。知名投资顾问,国际认证会计师和大学助学金规划师幫助您在 稅務,投資和大學資助方面得著 “諸般智慧”。Date & Time 2/16 2:00-4:00pmLocation 1525 McCarthy Blvd Milpitas CA 95035
論壇亮點:充分互動,答疑解惑,現場抽獎,報名定座
專家團隊:Daniel Young 注册金融理财师和注册舞弊审查师,目前担任广顿的合规主任。他在金融,经济领域有25年以上的从业经验。曾担任普华永道公司的资深理财顾问;在WHV 投资公司任职多种资产策略的产品及组合的管理负责人。在国际业务方面也有相当的建树,在世界各地曾就投资、反舞弊、微观经济等主题担任演讲者。他是美国和国际大型股的分析组成员。他獲得 S. Connecticut State University 的会计和经济专业的学士学位和 MBA in Finance from the University of New Haven金融专业的硕士学位。
Jordan ReicheltA manager at Spott, Lucey & Wall, Inc. CPAs where he provides accounting and tax compliance services to cross-border individuals and businesses of all types and sizes. Jordan’s clients include investors, entrepreneurs and closely held businesses operating in diverse industries. He enjoys helping his clients to navigate the complex federal and state tax laws that apply to non-U.S. businesses, individuals with foreign investments, and cross-border transactions. He earned a Master of Science in Taxation at Golden Gate University. Jordan is a member of the CalCPA and the Washington Society of CPAs as well as the Trade Development Alliance of Greater Seattle.n
Sam Han资深大学资助规划师,PerfectLife 联合创始人/President, 湾区无线广播 FM96.1 理财嘉宾。 多媒体平台财经智库 嘉宾联盟 ‘智多星’之一。 具有近 20 年家庭/公司全方位理财经验。希望之心 安宁疗护中心 (The Non-Profit Org.) CFO

Saturday, 16. February 2019, Meeting Room at PerfectLife, “稅務,投資,大學資助” 諸般智慧理財規劃論壇

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