 TAIDA & PKUAA Joint Finance Seminar 5/15, Saturday
1. TAIDA & PKUAA Joint Seminar
Series One-- Finance --- How to manage your finance
Sponsor: National Taiwan University Alumni Association of Northern
California
Peking University Alumni Association in Northern California
Co-Sponsor: Chicago Title
Youcool.COM
Time: 2:00 ~ 4:30PM, May 15,1999
Place: Chicago Title
20100 Stevens Creek Blvd.
Cupertino, CA
(Cross street is Blaney Ave.)
Legal Council: Justin X. Wang, Attorney at Law
Teresa T. Cai, Attorney at Law
Reservation: Tina Wu (408)957-6136
Subjects:
I. Alan Li - Investment Broker
A. How to be successful in the stock market?
B. How to invest internet stocks?
II. Samuel Tong -- Real Estate Broker
A. Buy or Rent house?
B. How to choose your house?
C. Brief introduction of Real Estate contract
III. Julia Hsiao, J.D. Life Agent
A. Why do I need life insurance?
B. How to design your policy?
What is "Rider"? What is MEC ("Modified Endowment Contract")?
C. Guarantee vs. Non-guarantee current provision in the life insurance contract.
D. What insurance company and agent are suitable for you?
IV. Eva Wu Choi - IRS Senior Auditor
A. Why does IRS pick you out?
B. What do you need to prepare for an IRS audit?
C. What other services can IRS provide? |