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Events for Clients and New Friends
"Trust","Real Estate" and "Financial" Strategic Planning, expect helps you to evaluate your family financial future
Date: 2/22/2020, 1:30-4:30pm
Location: MIT Building 3, Room 3-270, 33 Massachusetts Ave, Cambridge
How should foreigners hold US real estate? How to use a suitable trust flexibly in real estate investment? How to use a trust to save the high capital gain taxes resulting from the sales of a property? How to consider and decide whether to keep, sell or gift the highly appreciated real estate......
You're invited to attend an exclusive FREE educational presentation. During this presentation you'll hear from Wade Pfau, PhD, CFA, RICP, Professor of Retirement Income at The American College as he discusses how to efficiently maximize your retirement income by leveraging strategies including life insurance based on proven, award-winning retirement research.
[Dallas] Under the International Change and Worldwide Competition, Expert Helps You to Evalutate Your Family Financial Future
Date: 9/26/2019, 4:00-6:00pm
Location: The Nautilus Group, 15305 Dallas Parkway, Suite 1050, Addison, TX 75001
Why do successful transnational entrepreneurs establish family trusts and companies in the United State? Under the unpredictable Sino-US competition situation, how do transnational residents protect their assets?Do you really understand your policy? The key features of various permanent insurance products. The real case analysis of life insurance, buying "insurance" versus buying "risk"?
How to Maximize Social Security Benefits & Minimize Medicare Premiums
Date: 9/12/2019, 6:30-8:00pm
Location: 201 Jones Rd, 6th Fl, Waltham, MA 02451
You are invited to attend this special retirement planning workshop with expert guest presenter, Mary Beth Franklin. During this workshop, Mary Beth will share proven Social Security strategies and insight to incorporate in your retirement planning. This is a unique opportunity for you to learn strategies to leverage Social Security and make the most of your retirement years!
[Waltham] Under the International Change and Worldwide Competition, Expert Helps You to Evalutate Your Family Financial Future
Date: 9/19/2019, 6:30-8:30pm
Location: 201 Jones Rd, 6th Fl, Waltham, MA 02451
Why do successful transnational entrepreneurs establish family trusts and companies in the United State? Under the unpredictable Sino-US competition situation, how do transnational residents protect their assets?Do you really understand your policy? The key features of various permanent insurance products. The real case analysis of life insurance, buying "insurance" versus buying "risk"?
2019 Asset Protection and Accumulation under US 2017 Tax Act Reforms
Date: 2/21/2019, 1:00pm
Location: 6 Meriam St, Lexington, MA 02420
Whether you are an new immigrant or old immigrant, have you realized the challenges that you are encountering in terms of foreign cash flows and foreign assets reporting, family trusts, US tax issues?
A financial strategy that includes a plan for extended care may help you realize your goals while helping minimize the impact a need for care may have on you and your loved ones. Come learn about ways you can prepare for the future with long-term care funding options offered by New York Life.
Want to learn more about your retirement options and ways to maximize your pension benefit? Join us for an international session and learn how to reward yourself in retirement.
Advisor Webinar Series: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished)
Date: 1/16/2019, 3:00-4:00pm EST
Mr.Keebler is a partner with Keebler & Associates, LLP, in Green Bay, WI, and a nationally recognized speaker on tax laws and regulations and how they can impact estate and business planning, helping professional advisors better serve their clients.
Bryan is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance and risk management, emergency assistance funds, and life insurance appraisals and audits. He also founded a national fund that allows employers to create emergency assistance and disaster relief funds for their employees.
Jim is a founding principal of DUGGAN BERTSCH, LLC, a Chicago-based business, tax, estate and wealth planning firm where he concentrates on business and corporate law and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families.
Advisor Webinar Series: Steven J. Oshins, Esq., AEP® (Distinguished)
Date: 4/18/2018, 3:00-4:00pm EST
A member of the Law Offices of Oshins & Associates, LLC, in Las Vegas, NV, Steve has been instrumental in shaping many of Nevada’s estate planning and asset protection laws, including the law that allows a 365?year Dynasty Trust and the law that made Nevada the state with the largest valuation discounts.
Advisor Webinar Series: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished)
Date: 1/17/2018, 3:00-4:00pm EST
Robert is a partner with Keebler & Associates, LLP, in Green Bay, WI, and a nationally recognized speaker on tax laws and regulations and how they can impact estate and business planning, helping professional advisors better serve their clients.
Location: Lexington Christian Academy, 48 Bartlett Ave, Lexington, MA 02420
Thank you for your support of Boston Beijing Friends Association (BBFA) in the previous years! Let’s bring a close to 2019, and welcome the year of 2020.
Location: Lexington Christian Academy, 48 Bartlett Ave, Lexington, MA 02420
Thank you for your support of Boston Beijing Friends Association (BBFA) in the previous years! Let’s bring a close to 2018, and welcome the year of 2019.
