News and Media

Login

TCFA-CABS Financial Planning Workshop Print

"A walk down Main Street to Wall streett

1:00pm-5:00pm Saturday, April. 3rd, 2010 

Orchid Room, Hilton Garden Inn, 2000 Bridgepointe Circle, San Mateo, CA
 
Description:
 
A special event tailored for Chinese-American BioPharmaceutical Society(CABS) by The Chinese Financial Association California Chapter (TCFA CA).  Chinese panelists with rich exposure in various finance area will share their expertise and experience in financial industry, to help CABS members to identify suitable strategies for our own financial planning. Independent opinions, industrial stand points, academic research will be presented and personal stories will be shared.
 
Topics to be discussed:
  • Financial industry overview (a typical day at work)
  • Market Outlook
  • Financial planning (what’s the minimal to-do list)
  • Retirement with 401k (sample portfolio analysis)
  • Passive vs. active money management (personal vs. professional money management)
  • Individual trading (why to avoid becoming active individual traders)
  • And more…