講座:【如何妥善理財】 - 舊金山

福智青年《職場發展》系列活動 #2

時間: 2017年1月14日，星期六，下午 1:30 - 4:30

地點: 1334 Ridder Park Dr, San Jose, CA 95131 北美福智基金會

費用: $10

演講嘉賓：
Annie Yamashita(Real Estate Broker Associate with a California CPA License)

William Wang (Director of Mechanical Engineering at Finisar Corporation)

QA 嘉賓：
1：Tony Lee (Senior Vice President in Wealth Management)

2：Li Zhou, (Vice President of Finance at Boardvantage)

(演講以中文進行，有即時的英文翻譯)

Dear Friends,

Are you looking for ways to grow your savings? Are you super frustrated with t
he low interest rates offered by banks? Are you trying to do better in the sto
ck market? Are you thinking about retirement planning but don't know where to
start? Do you know how to manage personal taxes?

If you have any of these thoughts, be sure to join this BWYA talk and learn fr
om people well versed in Personal Financial Management, Ms. Annie Yamashita an
d Mr. William Wang on Saturday, January 14th!

Ms. Yamashita will discuss the right mindset, discipline and habits in financi
al planning, while Mr. Wang will share how a Silicon Valley engineer achieved
financial freedom through self-taught financial planning and lots of practice.
How exciting!

Language:
Speech and Discussion in Mandarin Chinese
Instant English Translations available

Cost:
$10 to cover light refreshments, any surplus will go towards community service
s expense

GUEST SPEAKER BIO

Ms. Annie Yamashita is a Real Estate Broker Associate with a California CPA Li
cense and MBA Degree. Before becoming a real estate professional, Annie has mo
re than 20 years of experience in: Corporate Accounting & Finance, positions h
eld such as Controller, Senior FP&A Analyst; Auditor of Deloitte and Touche on
public and private industries; Tax Accountant for wealthy individuals and var
ious filing entities.

With a passion to help others in their important decisions to sell and purchas
e real estate as well as increasing her own personal investment opportunities,
Annie transitioned to become a Broker Associate at Intero Real Estate Service
3.5 years ago. Annie focuses on residential property transactions in South Ba
y Area.



Mr. William Wang is the Director of Mechanical Engineering at Finisar Corporat
ion. R&D teams in the US, China and Singapore report to him. Finisar Corporati
on is a fiber optical communication company with 13,000 employees worldwide, h
eadquartered in Sunnyvale, California with branches in the USA, Malaysia, Chin
a, Israel, Australia, Sweden, Singapore and Germany.

William Wang has 30 years of work experience in the US and over 24 years of st
ock trading experience. William Wang is a Silicon Valley engineer working on a
chieving financial freedom through self-taught financial knowledge and practic
e.

RSVP at this link
www.eventbrite.com/e/how-to-manage-your-personal-finances-tickets-30341712880

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