Seminar
Course
FAQ
Sign In
Get Started
Image placeholder
Home
Topics
My events
Account
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
Seminar
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
Hosted by
Tory Li
06/20/2026
Chinese
Atlanta Office
3237 Satellite Blvd. Building 300, STE 225 Duluth, GA 30096, Duluth, Georgia
13
Sessions available
*
Select Session
Duluth
06/20/2026, 10:00 AM (EDT)
Atlanta Office
3237 Satellite Blvd. Building 300, STE 225 Duluth, GA 30096, Duluth, Georgia
FREE
Join now
Overview
Event details
Speaker
FAQ
Onsite event
Check-in guide
After registering, please log in to view your entry QR code.
What you will learn
家族資產保護
穩定退休收入
財富傳承策略
Event details
Time
10:00 AM - 12:00 PM (EDT)
Date
06/20/2026 (Sat)
Venue
Atlanta Office
• 家族資產保護:學會如何運用生前信託,避免遺產糾紛 • 穩定退休收入:年金與退休規劃,打造長期現金流 • 財富傳承策略:讓資產順利傳給下一代,延續家族價值
Location
Atlanta Office
3237 Satellite Blvd. Building 300, STE 225 Duluth, GA 30096, Duluth, Georgia
Ticket info
每位參加者都須報名:每個登記只保留一個座位,若您邀請朋友或客戶一起出席,也請為他們提前登記,以便預留座位。 如報名遇到問題,請提前到場,現場工作人員將協助您完成報名。
Note
--
Related topic
年金與信託
Meet the Instructors
Tory Li
Agency Director
Agency Director
FAQ
--
Recommend for you
06/20
Sat
14:00 - 16:00
【Cary】
2733 NC-55 Cary, NC 27519
Scan to register
Jamie Hass
CFP®️, Regional Vice President
Chinese
In-person
Free
Cary
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
06/20
Sat
14:00 - 16:00
【Charlotte】
6135 Park South Drive, Suite 534 Charlotte, NC 28210
Scan to register
Eason Yang
EA, Assistant Regional Vice President
Chinese
In-person
Free
Charlotte
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
06/21
Sun
14:00 - 17:00
【Richardson】
2435 N Central Expy. STE 1100 Richardson, TX 75080
Scan to register
Philip Hu
CFP®️, Founder, President & Chief Executive Officer
Chinese
In-person
Free
Richardson
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
06/27
Sat
10:00 - 12:00
【Houston】
9999 Bellaire Blvd Suite 506 Houston, TX 77036
Scan to register
Brian Lee
Regional Vice President
Chinese
In-person
Free
Houston
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
07/11
Sat
10:00 - 13:00
【Monrovia】
185 W Chestnut Ave. Monrovia, CA 91016
Scan to register
Diane Liou
CFP®️, Agency Director
Chinese
In-person
Free
Monrovia
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
07/11
Sat
10:30 - 12:30
【Bellevue】
1400 112th Ave. SE, STE 218 Bellevue, WA 98004
Scan to register
Kelly Yang
Agency Director
Chinese
In-person
Free
Bellevue
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
07/11
Sat
14:00 - 16:00
【Cary】
2733 NC-55 Cary, NC 27519
Scan to register
Xun Zhang
CFP®️, EA, Agency Director
Chinese
In-person
Free
Cary
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
07/12
Sun
14:00 - 16:00
【Rockville】
7361 Calhoun Pl. STE 470 Rockville, MD 20855
Scan to register
Eason Yang
EA, Assistant Regional Vice President
Chinese
In-person
Free
Rockville
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
07/18
Sat
10:00 - 13:00
【Ontario】
3237 E Guasti Rd, Suite 100 Ontario, CA 91761
Scan to register
Diane Liou
CFP®️, Agency Director
Chinese
In-person
Free
Ontario
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
07/18
Sat
14:00 - 16:00
【Charlotte】
6135 Park South Drive, Suite 534 Charlotte, NC 28210
Scan to register
Eason Yang
EA, Assistant Regional Vice President
Chinese
In-person
Free
Charlotte
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
07/25
Sat
10:00 - 12:00
【Newton Lower Falls】
2227 Washington St., Building 2, Unit 106 Newton, MA 02462
Scan to register
Jerry Shen
CFP®️, Agency Director
Chinese
In-person
Free
Newton Lower Falls
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
07/26
Sun
14:00 - 16:00
【Irvine】
500 Technology Dr. STE 300 Irvine, CA 92618
Scan to register
David Chia
Agency Director
Chinese
In-person
Free
Irvine
退休黃金雙引擎 善用生前信託打造跨代財富傳承 如何利用年金創造人生下半場穩定現金流
See more
13
Sessions available
*
Select Session
Duluth
06/20/2026, 10:00 AM (EDT)
Atlanta Office
3237 Satellite Blvd. Building 300, STE 225 Duluth, GA 30096, Duluth, Georgia
FREE
Join now