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Finance Management Seminar Series

2014 CASPA-SVCTBA
 Finance Management Seminar Series
New Year Resolution-
Retirement Planning
(The Seminar is conducted in Mandarin Chinese)
矽谷科技华商协会 SVCTBA,
and
華美半導體 CASPA
共同合辦

Date:       Sat. Jan. 17, 2015                                                  
Venue:     Cadence Design Systems Auditorium, Building 10         
         2655 Seely Ave, San Jose 95134
Parking:               Free                                        
Registration:      Pre-register Online for limited Seating
https://docs.google.com/forms/d/1eQB_fpSBBpSq5T_o2aayzoOJMz5td7cm8UAGqUfOyrQ/edit

       
EVENT PROGRAM
11:30 am - 12:00pm    Registration , & Refreshments, & Networking
12:00pm – 1:00pm      Symphony Orchestra Performance- Magic Makers Rock Band,
(wwwmagicmakersband.com)
1:00pm – 1:15pm     Intro (SVCTBA , and CASPA)

1:15p – 5:30p  Seminar   
1. Retirement Planning
- Michelle Huang
2. Long Term Care
- Dr. Connie Chen
3. 401K plan
- Lily Tan
4. Annuity and Life insurance
- Dr. Jade Hsiung
5. Gifting
- Chris Chen
6. Has the Stock Market Reached Its Peak?
- Rex Chou

7. Prize Drawing

5:30p         Adjourn


OVERVIEW
As a semiconductor professional, among the busy daily life, do you have the urge to improve our financial health?  It's that time of the year that we start work on our new year resolutions.  CASPA has invited experienced financial professionals to share with you the tools and information to achieve our financial goals for this brand new year.
SPEAKERS:

 
Michelle Huang is a Financial Services Professional with New York Life, also a broker and Registered Representative with NYLIFE securities, LLC.  She had over 10 years of working experiences in financial industry overseas before she joined New York Life in 2010.  She has achieved Executive Council every year and has received many awards including Leader of the Year, the Silver Medalist Award, Life Stars, etc.  She qualifies as the member of Million Dollar Round Table (MDRT) and National Association in Insurance and Financial Advisors (NAIFA).  Michelle has great involvement in many community services and several non-profit organizations.  Michelle served as the president of Tunghai University Alumni Association from 2010-2012 and still serves as Board of Directors.  Michelle's strong product knowledge, great working experiences and company’s Advanced Planning Team which consist of many attorneys and CPAs has established her as a valuable financial resource for the community.  She specializes in Retirement Planning, 401(K)/ IRA Rollover, Mutual Funds, Annuities, Life Insurance, Long Term Care, Education Funding, Business Planning and Estate Planning.

.   
 

Dr Connie Chen, an investment advisor, obtained her Ph D in University of Hamburg in Germany.  She has been in financial field more than 14 years,before joining financial service industry, she worked in university as an assitant professor.   She achieved a great success in financial industry and was featured in Money and Forbes magazine. She focus on company’s 401K set up; individual and family planning including Retirement; Long term care; insurance; estate planning; tax saving and kid’s education planning.  Dr. Chen has very strong product knowledge and with lots of experiences.  She believed a good financial planning should be based on educating people and help them to plan and achieve their financial freedom.

 
Lily Tan is the owner and founder of Lily Financial Services. Her goal is to personally serve the investment, financial planning and insurance needs of her clients.  Lily holds the Series 6 and 63 Securities Registrations as well as has a Real Estate License for California. She was hired as Agency Sales Director for MetLife Securities and previously was the Vice President for ACE Capital Group.   She is a member of the Million Dollar Round Table and the Master Council in Financial Planning and is a published short story author.

 
Dr. Jade Hsiung, an investment advisor, did her undergraduate study in National Taiwan University, Taiwan; and then earned a PhD from Brown University.  She has about 10 years experience in advance semiconductor manufacturing process as a process engineer.  She set out to financial planning field 4 years ago due to the realization of the huge market needs for the general middle class. She focus on whole planning for family and individual including Retirement; investment; Long term care; insurance; kid’s education planning; estate planning or company’s 401K plan set up.

 
 Chris Chen got promoted to a Partner of New York Life - Silicon Valley Office in January 2014. Before his promotion he was a Financial Services Professional with New York Life for 5 years. He achieved 2014 Cultural Markets 40-40-40 Campaign Winner, Executive Council in 2010, 2012 & 2013, Quality Council in 2011. Chris is currently a Board Member of National Association of Insurance and Financial  Advisors. He is also the Chairman of YAT (Young Advisors Team) hosting events and giving guidance to Financial Advisors and Insurance agent who are below age of 40 or in the first 5 years in the financial industry. Chris also is the Main Organizer for Chinese Speaking People in the Bay Area Meetup Group, Bay Area Asian Professional Meetup Group and Bay Area Hiring and Recruiting Network Meetup Group which has over 7,200 members in the Bay Area.

 
Rex Chou has 18 years' investment and financial service experiences. He founded the New Asset Investment Advisors LLC in 2013. From 2008 to 2012,  Rex Chou was the Chief Executive Officer of Deutsche Far Eastern Asset Management Company Limited, a joint venture of Deutsche Bank and Far Eastern International Bank. Prior to this, Rex has held a variety of senior business development, investment consulting, and customer service roles at Schroders, HSBC Asset Management, and Fidelity Investments in Taiwan. Rex holds an MBA from Drexel University in the US and is also a Registered Investment Advisor Representative in the US and a Certificated Securities Investment Analyst in Taiwan.

Gold Sponsors

  • ibm
  • etown
  • angel
  • marvel
  • pills
  • xhtz

Silver Sponsors

  • yangpu
  • admob
  • sanyou
  • deloitte2
  • ms

Conference Sponsors

  • sina
  • alohar
  • chris
  • ddtv
  • icn
  • people
  • elMobile Inc.
  • Surdoc
  • reed
  • svbank
  • qihu
  • hsbc
  • aceq
  • svbuilder
  • ixia

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