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Available Online

How to save your child’s college fund?-Z

Zoom Meeting 灣區生活知識講座: 孩子的大學基金怎麼存? | Age: all | Fri 11:00-12:00 pm

EndedSanta Cruz Avenue

Available spots


Service Description

Bay Area Life Knowledge Lecture: How to save your child’s college fund? Whether you’re focused on paying for college or looking for a more flexible solution with added protection, this workshop will help you choose the best path for your kid’s future. You’ll learn about two powerful financial tools that can help you secure your child’s future: the 529 College Savings Plan and Variable Universal Life Insurance (VUL). We’ll explore the benefits and potential drawbacks of each, so you can make an informed decision about which option is right for your kids. 無論您是專注於支付孩子大學費用,還是尋求具有額外保護的靈活解決方案,本次研討會都將幫助您為孩子的未來選擇最佳解。您將了解兩種強大的金融工具,可以幫助您保障孩子的未來:529 大學儲蓄計劃和可變萬能人壽保險 (VUL)。我們將探討每種方案的優點和潛在缺點,幫助您可以做出適合您孩子的明智決定。 Christine Zhang, MBA, Financial Adviser. 2024 Million Dollar Round Table – Top of the Table. Christine is an experienced financial advisor with New York Life, NYLIFE Securities, and Eagle Strategies. With about ten years in the industry, she provides comprehensive guidance on 529 plans, insurance, mutual funds, and asset management. As a mother of a 4-year-old and a Bay Area resident, she understands the unique financial needs of Chinese young parents. She specializes in helping them build a secure future through tailored financial strategies. 張琦,工商管理碩士,財務顧問。2024 年度百萬圓桌頂尖會員(Top of the Table)。 Christine 擁有近十年的財務諮詢經驗,目前服務於紐約人壽、NYLIFE 證券和 Eagle Strategies,為客戶提供專業的 529 計劃、保險、共同基金和資產管理等全方位指導。 作為一位 4 歲孩子的母親,同時也是灣區居民,她深刻理解華人年輕家庭的獨特財務需求,致力於通過量身打造的財務策略,幫助他們實現穩定、安心的未來。


Cancellation Policy

• Programs may be canceled seven days before the first class date when the minimum enrollment is not met. Please register early. • If a class or program is canceled, participants are notified via email and will receive a full refund. Please note that refunds paid by credit card may take up to one to two weeks to process. • Any one- and two-time classes, special events or trial classes: Refunds are not available. • Classes: Full refunds will be issued for cancellations made more than 10 business days before the start of the course and are subject to a 15% or $50 processing charge, whichever is lower. For cancellations made 10 days or less from the start of the course, no refunds will be issued. • All cancellations need to be notified via email to info@thejoyculturefoundation.org


Contact Details

  • 934 Santa Cruz Avenue suite a, Menlo Park, CA, USA

    650-272-6915

    info@thejoyculturefoundation.org


Please book here if it's available

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CONTACT US

 

The Joy Culture Foundation

Hours:

Tuesday to Friday, 10 AM to 3 PM Saturday and Sunday, 10AM to 4PM

934 Santa Cruz Ave Suite A, Menlo Park, CA 94025

Phone: 650-272-6915

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