2022 TAITA-SV December Seminar: Capital Accumulation and Protection

2880 Zanker Road,San Jose CA 95134

11 December, 2022

Description

Topic: Addressing Six Key Areas of Capital Accumulation and Protection In this TAITA-SV monthly seminar, you will learn how to: ▪ Increase asset protection ▪ Reduce income tax liability ▪ Enhance retirement planning ▪ Decrease capital risk ▪ Reduce estate cost The seminar will be conducted in Mandarin. Light refreshments and drinks will be provided. Please RSVP so that we could prepare an accurate amount of food and drinks. Speaker: Julia Hsiao, J.D., LL.M. Financial Adviser Julia Hsiao has been participating in the insurance and financial services business since 1997. I have extensive knowledge in the areas of estate conservation and wealth accumulation. I help individuals and businesses achieve their financial goals by providing customized insurance and financial planning. Outside of my profession, I am also an active member of the community and have participated in various community activities, seminars, cultural events, and charitable contributions in the past twenty-five years so to provide feedbacks to the communities. Hosts: Irene Lee, TAITA-SV President Jane Ho, TAITA-SV Advisor