
Courses
We provide 20 courses and materials. Please check the face to face course schedule.
F1. US Taxes Overview
The history of US tax. The type of US tax. The solution of tax saving.
F2. Maximizing Social Security in Retirement
F3. College Funding and Financial Aid
F4. Introduction of Life Insurance
Concept of insurance. Types of insurance. Insurance history. Insurance providers. Insurance riders. Why insurance. Financial foundation. Sample analysis.
F5. Long Term Care Protection
The importance of long term care. The cost of long term care. The investment for long term care.
F6. Investment for Peaceful Retirement Life
Current retirement situation and cost. The resource of retirement income. The investment solution for retirement.
F7. Family Comprehensive Investment Strategy
Base financial concepts. The healthy family financial structure. The family investment strategy.
F8. Market Risk
Market number analysis. Market risk control and management. Professional tactical management.