Did you know that high net worth individuals routinely turn to their trusted advisors for comprehensive wealth management strategies that go beyond simple investing to encompass a range of financial planning considerations?  During this exclusive event, seasoned experts will analyze a case study and share practical solutions and strategies to provide tools to help you manage your wealth and further your retirement goals. Light dinner and beverages will be served. Speakers (in alphabetical order):         Chu Ling (Julia) Hsiao, CEO/Founder, Julia Hsiao Insurance & Financial Read more...