5月17日复旦讲坛系列：个人资产管理 暨 复旦校友会迎春聚餐
Lu Gao
5月17日复旦讲坛系列：个人资产管理 暨 复旦校友会迎春聚餐
各位校友大家好:
春天终于来到波城，欢迎您继续参加我们校友会组织的系列活动，与新朋旧交把酒言欢，在紧张的学习工作之余愉快放松。
周六5月17日我们将安排讲座(2:30pm-5pm)与聚餐(5:30pm-7:pm) 活动，欢迎大家参加，并请在5月15日前在我们的校友网站上完成登记，以便我们统计人数安排场地，感谢您的理解与配合！登记请至: gbfaa.net
本次复旦讲坛活动我们荣幸请到具有多年专业经验的郭慧明校友(1982上海医科大学，现复旦大学医学院)与我们分享他在个人投资理财方面的心得与建议，详情请见下文。5点半讲座结束后，欢迎大家到帝苑大酒楼Empire Garden Restaurant参加聚餐联谊活动，电话: (617) 482-8898, 地址: 690 Washington Street, Boston, MA 02111-1614。根据所点菜品现场结账，请备好自己的现金餐费。活动不局限于复旦毕业生，欢迎所有支持喜欢复旦的朋友共同参与！
未来，复旦讲坛系列活动欢迎各位校友就自己感兴趣的选题来一显身手，和大家共同交流。有兴趣担当主讲人的校友请在我们的官网登记：http://www.gbfaa.net/index.php/contact-us 。期待各位的加入！
Topic: Planning for the Golden Years: Basic Wealth Management Strategies for the Chinese American Professional
Date: 2014-5-17
Time: 2:30 pm to 5:00pm
Place: Boardroom, Commonwealth Financial Group
Address: 101 Federal Street, Suite 800 Boston, MA 02110
Transportation: Subway Orange line and Red line at Downtown Crossing.
Since it is Saturday, our building is closed, please register your name on online (gbfaa.net) at least a day before, so I can have the list of name so the security personal in the building will let you enter and open the elevator for you.
Speaker: Huiming Guo, Partner, Commonwealth financial Group, Boston, MA
Huiming Guo, as a partner with Commonwealth Financial Group, he specializes in strategic financial planning for professionals, executives and business owners. He is especially looking for the possibility to help members of the Chinese American community in Greater Boston to realize their American dreams.
Commonwealth Financial Group is a reputable boutique financial services company which was established in 1857. It has been named top ten wealth management firm buy Boston Business Journal. As people increase their wealth, life becomes far more complicated. So we offer a unique team based planning process that was specifically designed to help simplify the complexities associated with modern day wealth management with a clear path to financial independence, as well as a true sense of financial clarity & empowerment.
每年，成千上萬的美國人在這塊「機會之地]追求自己的夢想。華裔美國人更是如此, 然而,倘若沒有雄厚的財務基礎，夢想很難成真
現今有越來越多的人開始了解到他們已經不能再依賴傳統的儲蓄方式為舒適的退休生涯做準備。預期壽命的提高, 不斷增長的医药費用, 社會安全福利收入越來越低, 加上僱主提供的退休計劃數越來越少──這些都表示退休儲蓄中相當大的一部分必須來自其他資金源。
長期投資計劃在累積退休資金時，會充分利用股票投資的上漲潛力。但是,股票市場很可能不時發生波動.因此我們不能不探究以下問題：如果您在股票和債券價格下跌時需要退休該怎麼辦？這會對您的退休帳戶造成什麼影響，而您又如何才能把對退休收入的影響減為最低？？
这个讲座我们将一起探讨分析如何运用靈活的理財方法来更有效地管理您的退休收入
Every year, thousands of Americans in this "land of opportunity” to pursue their dreams. Especially for Chinese Americans, however, if there is no strong financial foundation, a dream cannot come true.
Today there are more and more people began to realize that they can no longer rely on the traditional way of savings to prepare for a comfortable retirement life. Longer life spans Rising medical care costs, reducing Social Security benefits, plus fewer number of employer-provided retirement plans ─ ─ So a large part of the retirement savings must come from other sources of funding.
More and more people use long-term investment plans accumulate retirement funds, it will take advantage of the upside potential stock investments. However, the stock market is likely to fluctuate from time to time so we cannot avoid the following questions: If you want to retire when the stock and bond prices fall how you to do? How much will impact to your retirement account, and what you can do to reduce the impact on your retirement income at the lowest level? ?
During this workshop we will discuss how more effectively manage your retirement income, and realize the American Dreams.
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Great Boston Fudan Alumni Association
website: www.gbfaa.net
Lu Gao
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