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Take control of your finances by scheduling a FREE 1 on 1 appointment to learn more about investing in stocks/bonds from a financial advisorAbout this Event
My name is Ben Pang and I am a financial advisor in San Jose.
A. I manage accounts such as 401ks/IRAs so my clients worry less
B. I create financial plans so clients feel more secured (and have a better understanding) about their financial future
If you need help navigating the financial space, then I can definitely educate you and answer questions. The 1 on 1 Financial Literacy (Personal Finance) event is perfect for anyone looking to boost their saving and investing strategies.
This is an 1 on 1 event (online or in person). Email [email protected] to schedule a FREE appointment.
Some popular topics to talk about:
- saving strategies
2. why/how to invest in stocks/bonds
3. retirement (401k, IRA, Roth IRA, 529, taxable brokerage accounts)
4. how much is needed to retire?
5. tax strategies
6. transfers/conversions of 401ks
7. life insurance
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Event Venue & Nearby Stays
Rough and Ready Road, Rough and Ready Road, San Jose, United States
Tickets
USD 0.00
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