→ marathons: 台美商會會員應該對金融理財有些概念,誰還要上初級班? 02/08 07:00
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已放上地址
※ 編輯: rayjjs (97.90.129.82), 02/09/2015 16:35:57
地點:洛杉磯台美商會青商部 TACCLA Junior Chapter
1045 E Valley Blvd, # A211, 聖蓋博 91776
**請注意：所有參加者須填寫RSVP表以便我們計算晚餐及飲品的數量** http://goo.gl/f
orms/EXrI7PLXvm
**Attention: All attendees MUST fill out RSVP form to reserve dinner & drink**
http://goo.gl/forms/EXrI7PLXvm
這些與生活息息相關的小撇步(密技)，無論您是否已經倒背如流或是一概不知，都歡迎您
在2月24號晚上7點至9點間，抽空前來參加由台美商會青商部主辦的座談會。當天座談會
將會包含以下的主題
On Tuesday, February 24th from 7PM-9PM, join TACCLA Junior Chapter to learn us
eful tips that will enhance your money management decisions!
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[[[[[金融V.S理財 - 初級班 (Banking & Credit Card101) ]]]]]
銀行所提供的服務以及商品琳瑯滿目，你是否了解以及知道如何善用？什麼樣的帳戶比較
適合你？市面上各種的信用卡，不同的利率以及福利，你知道要如何使用信用卡獲得最高
的利益嗎？Many banking services & products are available to you, but which wor
ks best for you? What types of account should you have? How can you use credit
cards and interest rates to maximizing interest potential?
[[[[[健保V.S稅務 - 初級班(Health Care & Tax Credit101)]]]]]
HMO跟PPO那個比較好？保額內容有分別嗎？銅、銀、金、白金計劃差別在那？歐巴馬計畫
和普通計畫那裡不同？去年已經購買健保/今年才剛購買健保，會影響報稅退稅的程序嗎
？ HMO vs. PPO, which is better for you? What do regular, Bronze, Silver, Gold
, or Platinum plans cover? How can you compare Obama Care Plans vs. Regular He
alth Plans? If you already purchased a health plan last year or just purchased
one this year, how will your 2014 Tax Returns be affected?
[[[[[退休V.S理財 - 初級班 (Retirement & Investment 101) ]]]]]
報稅的時候，會計師總會建議你買IRA，可是你知道Traditional IRA跟Roth IRA差別在那
嗎？那個才是最適合你？401K又是什麼呢？退休時需要的生活費用又該如何計算？有什麼
理財方法可以確保你退休時有足夠的存款供給日常所需呢？Accountants often recommen
d that clients purchase IRAs when they file their tax return, but do you know
what’s the difference between the Traditional IRA & the Roth IRA? Which one s
hould you choose? What is a 401K? How do you calculate the living expenses for
your retirement? What kinds of financial plans can ensure you will have enoug
h savings for your living expenses after retirement?
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【主講師 Speakers】
Ken Shen – 個人理財專員Personal Banker at CitiBank
Cynthia Kao – 保險經紀Insurance Agent at Amity & Elite Ins. Serv. Inc
David Huang – 金融財務顧問Financial Advisor at Waddell & Reed
【時間 Time】
2月24日星期二晚上7點至9點
Tuesday, February 24th, 7PM-9PM
【費用 Fee】
會員Member: 免費FREE
非會員 Non-Member: $20
*將提供晚餐與飲品 Dinner & a drink will be provided*
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