Time：2PM-4PM SAT 02/23/2019
Address：Sharon Public Library
You are invited to tax/financial workshop to learn tax planning under the new tax law. We’ll review the 2018 tax reform such as changes in tax deductions, Section 199A and retirement plans. We will also discuss recent market volatility and the 2019 market outlook, strategies to manage volatility such as market linked Investments, which is a great way to give you access to the markets but also provide either full principal protection or partial downside protection to help minimize downside risk.
从上次金融危机到现在美股已经增长长达十年之久，在增长放慢之际股市异常波动，如何选择更好的投资方式成为普遍关心议题. 本讲座将展望2019年经济和股市，帮助您了解新型投资Market-Linked Products,年回报率5%-10%，具有可确定性收益和风险管理机制以合同形式结算，应对通货膨胀和股市风险之首选
Speaker: John Shen，Investment Advisor Rep. LPL Financial
Securities, Financial Planning and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC
沈聪，独立理财顾问,秉承美国金融市场主流理财理念, 业务范围广泛, 擅长小型企业退休规划, 代理全美主流金融公司出品的各类理财产品包括共同基金/ETFs, Market-linked Products, 商业地产, 保险年金, 商业医保
Lin Qin, CPA has over 15 years of experience in accounting, auditing and taxation. Lin has Master Degrees in Accountancy and Taxation. She worked at big four accounting firm Ernst & Young, LLP and American Express Tax and Business Services. She is a trusted advisor for small business owners and other high networth individuals. She specializes in taxation for startup companies, real estate investors, gifts and trusts, and international transactions.
秦琳注册会计师服务于大波士顿地区，拥有超过十五年的会计，审计和税务经验。她曾在四大会 计师事务所 Ernst＆Young LLP 和 Amex Tax and Business Services 工作。秦会计师专长于个人与公司所得税申报，公司成立和记账服务，房地产专题，赠与继承信托和投资移民税务，她是小企业 主和其他高净值个人的值得信赖的顾问
*LPL Financial Approved Seminar Tracking ID 1-659025