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侨湾社邀请Morgan Stanley讲座 ‘如何积累保护及控制您的财富’
作者:特约记者          录入于 December 21, 2005 at 16:28:27:


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侨湾社再次邀请Morgan Stanley公司副总, 理财顾问Mitchell Lou做客讲座, 主讲: ‘如何积累保护及控制您的财富’. Mitchell有30年丰富的业界经验, 管理超过1 亿美元资产. 他曾为AM 740KTRH电台广播金融市场信息15年. 他的业务重点是投资, 退休计划, 遗产计划等. 此次讲座会重点涉及税务及遗产方面与投资有关的内容。

讲座对侨湾社及大众公开, 请见下列时间地点明细. 讲座后有充分提问时间, 并有机会另约时间免费同专家面谈.

Fort Bend Chinese American Association has invited Mitchell Lou, Vice President and Financial Advisor of Morgan Stanley to give us a presentation on ‘Build a Solid Financial Future – Growing, Protecting, and Transitioning Your Wealth’. Mr. Lou has 30 years experience in financial services and is managing over $100 million asset for individual investors. He was the stock market reporter for radio station AM 740KTRH for 15 years, and officers of various professional clubs. His business focus areas are investment, retirement planning, and estate planning. He will provide useful information on investment strategies related to tax and estate planning at this time.

The seminar is open to all members and general public. The attached files show the introduction of Mitchell Lou and the contents of the seminar. His presentation will be about one hour, and followed by questions and answers. This will be a great opportunity for all interested people to learn estate planning and investment. It is also an opportunity to ask questions and see what resources are available for your situation. You can get a free consultation review from the professionals after the seminar!!

The following are information related to this seminar:

Title:  “Build a Solid Financial Future – Growing, Protecting and Transitioning Your Wealth”
‘如何积累保护及控制您的财富’

Date and time: Jan. 14th 2006, 2:00 - 4:00 pm
Location:  First Colony Branch Library, Sugar Land, Texas
2121 Austin Parkway
   Sugar Land, Texas 77479
   281-265-4444
   281-265-4440 FAX

If you have questions about this seminar, please call Ting Isabel Song at 713-968-3122 or email her at ting.song@morganstanley.com

如有问题请同宋汀联系:713-968-3122, ting.song@morganstanley.com

本文仅提供信息供参考,相关内容并未核实
 
 
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