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克城消息
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Financial Management Seminar
理財規劃講座
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Financial Management Seminar
理財規劃講座
Date日期: Saturday星期六, 9/8/2018
Time時間: 3:00 pm to 4:30 pm
( 1 hours speech, 20 mins questions time)
Place地點: Galaxy Karaoke Bar 星河卡拉OK
Address地址: 1593 East 30th Street, Cleveland, Ohio 44114
Members and Non-members – All Free
會員和非會員 - 全部免費
Topic: Balancing life today and dreams for tomorrow
主題: 平衡現在和未來的需求, 實現眞正的財務自由
During this seminar, you’ll learn ways to
Balance smart decisions about today with planning for tomorrow.
Plot your journey to retirement into doable steps so it's
manageable.
Maintain financial balance by being prepared for risks and
unexpected events.Create a meaningful legacy today.
主要內容
羅馬不是一日建成的,財務自由也不是一、兩年就能達到的。每個家庭需要提早制定及規劃未來的財務目標,並持續地監督進度。講員將提供理財規劃的原則與架構,幫助您緩解焦慮與匱乏感,讓您的家庭早日實現財務自由,創造更有價値的人生!
講員將于會後爲您解答個人投資理財相關問題 (Q & A section)
Present by 主講單位: :
Zhang & Associate, a private wealth advisory practice of Ameriprise
Financial
講員(Speakers):
Annie Zhang, President, Private Wealth Advisor, MBA, CRPC
(特許退休規劃顧問)
Amy Valentine, Business Development Manager, MBA, CFA
(特許財務分析師)
Hosted by the Chinese Women Association of Cleveland
克里夫蘭中華婦女聯誼會主辦
Reservation contact: Judy Chu 216-816-8868 and Amy Lee 216-965-0669
RSVP by Sept 6, 2018 請在 9/6/18 前向 Judy Chu或 Amy Lee 預先定位
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Members are welcome to stay for Karaoke with friends after Seminar
at their own expenses. Charges will be $10 per person include one
drink. (Note: This is NOT part of seminar program)
講座 結束後會員可自費與朋友一起卡拉OK。 每人收費10美元(包一杯飲品)。
(注意:這不是講座的一部分) |
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