Date: April 24, Wednesday, 2019
Venue: ITRI International Inc., 2870 Zanker Rd #140, San Jose, CA 95134
Topic1: Tax-Efficient Real Estate Transfers, Propositions 13,58, etc
Speakers: Jochen Faas and Yvonne Yao, Masterlife Financial Group
Speaker1: Jochen Faas
BIO: Jochen Faas, CFP®, EA, is a CERTIFIED FINANCIAL PLANNER™ professional, and a Partner at Masterlife Financial Group, 萬富理財.
Mr. Faas represents many well-respected companies in the financial services industry, which allows him the flexibility to provide unbiased advice and help recommend products that best suit everyone’s needs and concerns. Mr. Faas continues to keep up-to-date in the industry by attending professional conferences.
Jochen’s CFP® designation requires him to adhere to the CFP® Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards. Jochen is also an IRS Enrolled Agent (EA), Tax Expert, a federally licensed tax practitioner.
He is also a qualifying member of the 2015 MDRT Court of the Table®, and a qualifying member of the 2016 MDRT Top of the Table®. Jochen received his financial planning education at Pepperdine University, and his finance and economy education at West Texas A&M University.
Jochen received his technical education at Stanford University, and the University of South Florida. Jochen’s prior management experience in the software industry helps him with the most technical aspects of the financial planning industry.
Speaker 2: Yvonne Yao
BIO: Yvonne is a member of The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. Yvonne is ranked among the top industry producers, producing multiple of Top of the Table productions year after year. Yvonne has appeared on KTSF 26 Business & Lifestyle programs, and hosts weekly radio shows on Singtao's FM 96.1. We are insurance professionals who specialize in providing financial services to Individuals and Corporations. Our goal is to understand the needs of today’s consumers and then design superior solutions to meet those needs with innovative insurance solutions provided by various insurance carriers which can help to meet your financial goals.
Topic 2: Buy and Sell Real Estate in Silicon Valley
Speaker: KAIYU REN, Keller Williams Realty
BIO: Realtor (12 years experience)
Specialties: Buyer's Agent, Listing Agent, Consulting, Property Management
Kaiyu Ren ranked the top 5 individual realtors in the whole Keller Williams Northern California region (amongst 5000+ realtors) as of Dec, 2017, top 21 individual realtors in Keller Williams nationwide. She also closed the most units in KW Palo Alto office in 2017 and 2018. She is rated the #1 buyer agent in KW Palo Alto Office in terms of closing volumes and the number of units for 2017 and 2018. She receives some of KW's highest awards, including KW Chairman Circle in 2017 and 2018. Her professional integrity, marketing expertise has contributed to her tremendous success and made her always exceeding client expectations.
Her assurance to professionalism and customer service has resulted in a consistent record of satisfaction with her clients. Among other traits of Kaiyu, high standard of professional integrity is what makes her one of the most dependable and trusted realtors in the Bay Area. Kaiyu's client retaining/referral ratio is one of the highest in her office. She is constantly referred to other clients and currently works mostly with those who have been referred to her. She has helped many realize the dream of home ownership.
Kaiyu's deep mortgage background, ability to analyze the market and listen to client needs has made her an agent with a business savvy edge that far surpasses her competition. She orchestra a talented team of stagers, stylists, gardeners, assistants and marketing consultants that can quickly develop a customized marketing strategy that enables her sellers to sell high with a smooth transaction.
Topic 3: Tax Diversify your retirement income with Life Insurance
Speaker: Louie Lau, New York Life
Bio: Louie Lau joint New York Life in 2017 as its financial professional specialize in retirement planning and long term care. Before jointing New York Life, Louie was a successful executive and program manager for Fortune 500 companies such as Broadcom and Nortel Networks to deliver multi-million dollars programs. After 30 years in high-tech, Louie decided to transfer his risk management skill and experience he gained from high-tech to a more satisfying and rewarding career in helping his fellow engineers manage their retirement and finance. Louie is born and grew up in Hong Kong and can speak both Cantonese and Mandarin. Louie got his MSEE from University of Wisconsin - Madison and MSEE from Purdue University. Louie is a crazy fisherman and would like to meet more fishing friends.