Road Map for transnational planning seminar invitation

Date: January 20, 2024 @ 2:00 pm – @ 4:00 pm
Location: Hanhai, 1633 Old Bayshore Highway, Burligame, CA 94010.

Free event, registration is required. Please click HERE to register!

TopicEveryone Needs a Map

 You’re invited to a workshop on 1/20/2024 ( Saturday) at 2:00pm to 4:00pm in Burlingame Area on 

              [ Road Map for Transnational Planning and Assets Protection ]

You are invited to attend the complimentary Road Map for Transnational Planning workshop. During this workshop, we’ll deeply discuss new strategies designed specifically for successful professionals, business owners and affluent people like you, to help minimize your tax while maximizing the assets you pass to your heirs; to help achieve the financial goals you have set for yourself and your family and allow you to build generational wealth! 

Topics covered include: 

• Transnational and pre or post -immigration planning strategies 

• Tax system 

• Asset protection 

• Estate Taxation and Advanced Trust Planning.

• Additional Reporting Requirement for Foreign Entities. 

• Legacy Control

• California probate problems

• Cases analysis 

Space is limited, so please register today.  I hope you’ll join us for this discussion on some of the most essential strategies that families should consider. Please do not hesitate to reach out with any questions you may have.

       D:\NYL\Seminar Planning\2023\Tony Bio and picture\Tony Li Picture.jpg        D:\Winny Picture\Winny Lin Approval Picture 1.jpg                  D:\NYL\Seminar Planning\2024\01202024\NYLAPG_Frank Huang Approval Picture.jpg

 Keynote Speakers: 

  • Tony Li, Corporate Vice President, Advanced Planning Consultant.

20 years of working experience in financial industry. As a senior specialist, Tony works with high-producing advisors and their affluence clients to develop proprietary financial plans for sophisticated estate planning. 

  • Frank Huang,  J.D., LL.M.  Corporate Vice President,  Advanced Planning Consultant.

Over 20 years of significant experience in estate planning, trust administration, and business succession planning. 

  • Winny Lin, MBA, LUTCF, Financial Planner, Investment Adviser. 

Miss. Lin specializes in retirement and estate planning.  As a well experience planner, she has substantial practice working with tax professional and attorneys to help high-net-worth clients to maximize assets protection, reduce tax liabilities, and retain control. 

Date: 1/20/2024 ( Saturday Afternoon); Time: 2:00pm – 4:00pm 

Location: 1633 Old Bayshore Highway, Burligame, CA 94010. 

Phone: 415-510-1291.

Free event, registration is required.

Please click HERE or scan the QR code below to register!

RSVP – $0 (USD)