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CAAPAM presents Kathy Chen, CFP

June 22, 2019 @ 2:30 pm - 4:30 pm

Free

明州華人學術聯誼會 (CAAPAM) 敬邀您及您的親友踴躍參加本會6月份的免費公開講座。本會的講座皆以提供知識為目的,屬於教育性質服務,不涉及任何商業行為。 (註:本次講座將以中文講演)

 

講題: 用信托來掌控個人資產的管理、使用和分配

講員: 陳可 Kathy Chen, CFP

講員簡介:

陳可 (Kathy Chen), Vice President with Merrill Lynch, Bank of America (美林美银) in down town Minneapolis, 有近30年的金融投資服務經驗。30年來她主要從事家庭和個人的理財、投資和管理,先後在US Bank Trust Company 以及明州某一大家族的資產管理團隊工作多年。2006年加入美林公司至今。有著豐富的投資理財經驗。擁有英國金融碩士學位, 並持有 CFP (Certified Financial Planner) 證照,服務范圍廣及美國50個州。

時間: 6月22日 (星期六) 下午 2:30 – 4:30

地點: 明大聖保羅學生活動中心202室

Room 202, St. Paul Student Center, U. of MN

2017 Buford Ave, St Paul, MN 55108

 

The Chinese American Academic & Professional Association in Minnesota (CAAPAM) is committed to serve and promote professional development among Chinese Americans.  This seminar is dedicated to hard working Chinese Americans and for their contributions to the society. Together, we help and support each other in personal and in professional development.

 

Details

Date:
June 22, 2019
Time:
2:30 pm - 4:30 pm
Cost:
Free

Organizer

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