2/14 周六： 投资理财2015 & 个人家庭报税讲座

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本周六有硅谷清华联网和中科大硅谷校友会举报投资理财和税务讲座，
内容如下:


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)


报名链接
https://www.eventbrite.com/e/2015-tickets-15679320269