Free Finance Seminar this Sunday

[Yuqiong Liu]

Dear all,

You are invited to attend a FREE finance seminar this coming Sunday, August 26. 

Two experienced financial advisers (Ms. Anna Li and Mr. Hongwei Sun) will be coming to Tucson to deliver a finance seminar on various topics regarding saving tax money. They have many years of experience in family finance planning and management, and are very good at presenting and answering questions. This seminar can help you understand many alternative investment options, widen your finance planning vision, and improve your finance management strategies. You can find more details below and in the attached document.

This is absolutely a free presentation, and you have no obligations to purchase anything. It is never too early to think about and plan for your future financial operations ahead!

If you have friends who might be interested, please share this news with them.

Sincerely yours,

Yuqiong Liu

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FREE FINANCE SEMINAR

TIME: 2:00-3:30pm, Sunday, Aug 26, 2007
LOCATION: Murphy-Wilmot Library
                  530 N. Wilmot Rd. Tucson AZ, 85711
                  http://www.tppl.org/locations/wilmot/

TOPICS:

• Basic TAX knowledge: what is Deduction, Defer and Tax-free access
• What TAX-advantage plans you can use and How to use?
• Knowledge on applying TAX benefit to reduce your investment overhead, and how to manage investment risk
• Basic Knowledge on how Stock/Mutual Funds/Bond Work and associated TAX issues
• Knowledge about Education funds and associated TAX issue
• How to use TAX benefit to save money legally
• Mortgage, Loan (Down Payment, PMI, 2nd Loan, etc) and associated TAX advantage
• Knowledge about Retirement plans (the amount, how to prepare, and how to use tax benefit to maximize your retirement fund) and associated TAX advantage
• and more ...
  

If you have any question, there is question and answer section after the lecture.