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Addressing the Six Key Areas of Capital Accumulation and Protection (NOTE THIS WILL BE IN CHINESE MANDARIN)
We are honored to present an exclusive seminar featuring Dr. Xin Wang, Ph.D., CFP®, AEP®, Founder of Abacus Financial Strategies LLC and a Nautilus Plus Member of The Nautilus Group®, a service of New York Life Insurance Company.
In this educational seminar, Dr. Wang will discuss the Six Key Areas of Capital Accumulation and Protection, offering insights into:
- Income Protection
- Income Tax Planning
- Capital Risk Management
- Asset Protection
- Retirement Planning
- Estate Planning
Through this comprehensive framework, attendees will learn strategies to optimize, protect, and direct their assets for long-term financial confidence and legacy building.
Brown Bag Lunch Seminar (in Mandarin) (Free to Attend)
Friday, December 5
11:00 a.m. – 1:00 p.m.
Interactive College of Technology (2950 S. Gessner, Houston, TX 77063)
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