时间：2/14 (周六) 2：30PM
地点：TIPark Silicon Valley
1601 McCarthy Blvd, Milpitas, CA 95035
Talk 1: Tax Efficient Investment Strategies
Speaker: Sheri H. Pan (磐石理财)
1. 2015 Economic and Investment Outlook
2. Why “Asset Location” is more important than “Asset Allocation”?
3. Alternative ways of acquiring Roth IRA assets for High Income Earners
4. How to Invest in 2015: Actionable Investment Ideas
Talk 2: US tax system and tax saving strategies，presenter:
Connie chen(PHD/Financial Adviser) Jian Ren(CPA)