Date: Wednesday, Sep 25th, 2019
Time: 6:30pm – 9:00pm
Venue: ITRI International Inc. 2870 Zanker Road, #140 San Jose, CA 95134
Agenda:
6:30pm – 7:00pm: registration, light refreshment, networking
7:00pm – 7:10pm: CASPA intro
7:10pm – 8:00pm: speaker I: Yvonne Yao, “Financial Strategies to smoothen the ups and downs of a turbulent stock market”, Q&A
8:00pm – 8:10pm: break
8:10pm – 9:00pm: Speaker II: Jochen Faas, “Tax Savings Strategies for Highly Appreciated Property”, Q&A
Speaker I:
YVONNE YAO, RFC®
FOUNDER Masterlife Financial Group, Inc
Talk Title: Financial Strategies to smoothen the ups and downs of a turbulent stock market
Talk Outline: Financial Strategies to smoothen the ups and downs of a turbulent stock market
- The ups and downs of the S&P 500 over the last 20 years
- S&P 500 Bear Markets over the last 90 years
- Volatility control mechanism through annual resets
- Volatility control solutions for pre-tax and after-tax money
- Estate protection from the rising costs of Long-Term Care
Bio: Yvonne Yao is the President and CEO of Masterlife Financial Group, Inc, 萬富理財.
Yvonne is a member of The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. She 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.
Speaker II:
JOCHEN FAAS, CFP®,EA
PARTNER Masterlife Financial Group, Inc
Talk Title: “Tax Savings Strategies for Highly Appreciated Property”
Talk outline: Various tax savings strategies for highly appreciated properties are presented
- Tax Efficient Real Estate Transfer – Transferring property to your children
- 1031 Exchange Overview – Tax Deferred Exchanges
- Estate Tax Overview
- Real Estate Exit Strategies: -Charitable Remainder Trust -Qualified Opportunity Zones
Bio: Jochen Faas, CFP®, EA, is a CERTIFIED FINANCIAL PLANNERTM 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.