CABS Seminar: Financial Planning: Risk Management

Date: February 27, 2016 @ 2:00 pm – @ 4:00 pm
Location: Foster City Recreation Center, Mist Room 650 Shell Blvd, Foster City, CA 94404

CABS Seminar  

Topic: Financial Planning: Risk Management

Host: CABS Social Life Committee  

Time: Feb 27, 2016 2:00pm-4:00pm

Location: Foster City Recreation Center, Mist Room

650 Shell Blvd, Foster City, CA 94404

Seminar introduction: 

Do you know you might lose everything you have if you make one mistake? So what is your risk exposures? What is your risk tolerance or risk aversion? Have you done your risk analyst? Do you have good plan to protect your assets? Do you know what your policy covers? Do you know you might save up to thousands every year by reviewing your insurance policies?

We'll discuss:

·       How do you find your risk exposures?

·       Analyze your risk tolerance

·       Choose the most suitable and affordable protection plan

·       Risk management tools and strategies to help fine-tune your financial strategy

Registration: free

Organized by CABS Social Life Committee

 About  Joanna Zheng

 Joanna Zheng is a certified financial planner who aims to help her customers to appreciate the value of financial planning. She has worked as an agent for farmers insurance since 1995 and obtained her security 6&63 license with farmers financial solutions in 2001. 20 years of financial industrial experience backs her advice and credentials, ensuring optimal results for her clientele. She can save you up to thousands dollars by reviewing your insurance policies and give you professional advices by analyzing your current investment portfolios. Her mission is helping her clients achieve their dreams. 

Her business phone number is : 650-5251128 

Website:   www.zenpitney.com

E-mail:      jzheng4081@yahoo.com