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www.zhouagency.com
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Rehearsal: Define Benefit Plan webinar
关于
讲座内容:
>小企业/自雇人士可以通过哪些退休计划来省税?
>何为DBP退休金固定收益计划?
>为何DBP比起其它退休金计划更省税?
>什么样的公司适合做DBP?
>申请DBP的最佳时间?
>DBP的运作有什么讲究?
讲座时间:
2023年2月25日周六下午CT美中时间下午3点
讲座形式:
-讲座有现场问答和实际案例分析
-结束后还可预约15分钟一对一免费咨询!
-对于时间不合适无法参加的朋友,报名后,我们会发送讲座录像到您邮箱。
-讲座为公益讲座。 报名即可参加。 名额有限,请及时报名。
时间
周五, 2月 24日, 2023年 · 10:10 a.m.
Central Time (US & Canada) (GMT -6:00)
会议已结束
演讲人
Justine Zhou| 周军
周军城市集团总裁
资深注册会计师CPA, 30年税务,地产投资和保险理财经验。作为少有的即懂税务,又懂退休规划,地产投资和保险理财的会计师,周军女士擅长将复杂的专业问题简单化,并融会贯通其多方面知识储备,为客户提供全方位咨询服务。
Jinjie Hu | 胡劲捷
Axteria Biomed Consulting 总裁,小企业主
加州大学比较病理博士,美国NIH/NIAID 博士后.12年FDA工作经验,精通FDA IVD法规和WHO PQ 要求, 为全球客户提供IVD产品,分析性能研究,临床试验设计实施,FDA 和WHO申报服务。
Lulu Zhao | 赵璐
高级保险理财客户经理
本科毕业于奥本大学工商管理专业。璐璐深受客户喜爱,因为她对保险理财方面的知识和对客户的热情使她成为一名值得信赖的保险顾问,她还总能帮助客户找到真正适合他们的保险和理财方案。
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