| |
|
|
|
|
|
|
Event:
|
|
|
Host:
|
NATEA-SV & TCAA-NC
|
|
Time:
|
3/25/10 Thursday 6:30 to 9:00pm
|
|
Place:
|
ITRI office
2870 Zanker Road, Suite 140, San Jose 95134
|
|
Fee:
|
Free admission for TCAA-NC & NATEA-SV members.
$5 for Non-members.
Light dinner will be provided.
|
|
Abstract:
|
Life events often trigger your need for financial planning advice across multiple Financial Goals.
The talk will cover the overall financial planning, also will cover freshmen who just try to
establish their finance structure. The talk will also give advices on buying the first house or
refinance the mortgage.
Speakers:
Charee Wong (MetLife Insurance)
Rye Chen (Founder of a Real Estate company)
TBD
Topics include:
* Starting Out
* Getting Married
* Starting a Family
* Saving for College
* Planning for Retirement
* Estate Planning
* Buying The First House
* Refinance Mortgage
* TBD
|
|
Misc:
|
To help prepare food, please RSVP by March 24, 2010 5PM via online registration: online registration |
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
| My Account |
- Seminar presentation materials are available under the My Account section and for members only. Please log in first.
|
|
| |
