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You are welcome to join us to learn
about Financial Planning and Personal Tax Planning
presented by professional Financial Planner – Yan Ma
and CPA – Victoria Taylor.
Time: Saturday, Nov. 17th,
2001 9:30 a.m. – 11:30 a.m.
Location: Merrill Lynch, 601 108th
Ave. NE, Suite 2100, Bellevue, WA 98004
Cost: Free to members
Financial
Planning Presentation
Mr. Yan Ma
is going to talk about the critical role financial
planning can play in individual investor’s financial
management. He is also going to cover investment
strategies based upon financial planning, which is
especially important in today’s environment. His topic
includes retirement planning, education planning,
estate planning, liquidity, and risk management in
investment. Yan will be available to answer any
questions you might have after his presentation.
Personal
Tax Planning Presentation
Miss. Victoria
Taylor is going to cover the new tax relief program
adopted by Bush as it pertains to the retirement and
education issues. Victoria will be available to answer
any questions you might have after her presentation.
Mr. Yan
Ma’s Bio
Mr. Yan Ma
is an experienced financial advisor at Merrill Lynch.
His office is located in downtown Bellevue. He speaks
both English and mandarin Chinese. Yan specializes in
financial planning and investment management. His
approach to investment is to develop appropriate
strategies based upon individual investor’s financial
needs and goals and risk tolerance level. He is
experienced in risk management through asset
allocation and adjustment. His services include
planning for retirement, education, estate, and
taxation. Yan can be reached at (425)-468-1200.
Ms.
Victoria Taylor’s Bio
Miss. Victoria
Taylor is an experienced CPA at Falco Sult & Company.
Her office is right here in Eastside. She specializes
in tax planning, compliance work, preparation of tax
returns and business financial statements. She also
excels in managerial accounting with years of working
experience in manufacturing and import-export
companies.
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