About this Event
Get ready for an exceptional in-person ConnectHER event on June 4th!
We are thrilled to present "The Fundamentals of Wealth Management" with guest speaker Edmund Chien, a highly accomplished finance expert. Secure your complimentary ticket now while spots last!
Event Details:
- Date: Tuesday, June 4th
- Time: 5:30-7:30 PM (MT)
- Location: 1791 Prospector Ave, Park City UT (Community Room)
- Admission: Free (limited availability!)
In this session, you'll learn:
- How to create and design a wealth management plan for retirement and beyond
- Strategies for asset allocation
- How to calculate your savings to ensure you have enough for retirement
- How long your retirement funds need to last
About Edmund Chien:
Edmund began his finance career in 2002 and worked his way up to becoming a senior partner at a private equity firm with half a billion dollars in investor equity. His personal book of business totaled $70M, with the top 1/3rd focused on multi-family family office accounts.
Edmund also held licenses as a stockbroker and insurance advisor, providing estate and tax planning services to high-net-worth clients looking to establish multi-generational wealth. His multifaceted expertise enabled him to cater to ultra-high-net-worth families and family offices. Edmund has managed money for a $25M lottery winner and an NCAA athlete.
Today, Edmund has retired from the finance industry and now coaches real estate syndicators on client prospecting and investor relations.
This event offers a rare opportunity to learn from a distinguished expert and enhance your financial future. Act fast—space is limited, and you won't want to miss this impactful experience!
At ConnectHER, we believe in providing a safe space to learn, grow, and build lasting legacies. Don't miss this chance to expand your financial horizons and connect with like-minded women in our supportive and empowering community.
Secure your spot today, and invite your network to benefit from this event. Let's unite to strengthen our knowledge and transform our financial futures.
We look forward to seeing you there!
Event Venue & Nearby Stays
1791 Prospector Ave, 1791 Prospector Avenue, Park City, United States
USD 0.00
