Our goal is to provide knowledge on financ ial principles such as the rule of 72\, tax impact on investment return\, and diversification of market risk. \;We would like to educate and emp hasize the importance of disciplined saving\, long term mindset\, and plan ning ahead. \;
\nIn this workshop\, we will cover topics includi ng (1) financial principles\, (2) college fund planning\, and (3) retireme nt planning. \;
\nAn hour of knowledge sharing will not make any one an expert in personal financial planning\; nor will it answer all the questions we have. It will certainly raise questions that we must \;as k ourselves:
\n·\; \; \; \; \; \; \;&n bsp\; \; How can I be more diversified?
\n·\; \; \ ; \; \; \; \; \; \; Where &\; how to save for e ducation and maximize financial aid?
\n·\; \; \; \ ; \; \; \; \; \; How tax efficient are my investments? \; \;
\n·\; \; \; \; \; \; \; \; \; Am I prepared and funded for my retirement years?
\nF ree consultation will be available after the workshop. \;
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\nPeter Duong holds a B.S degree in Chemical Engineering from th e University of Wisconsin-Madison\, and MBA from University of Texas at Au stin. \;
\nHe has over 25+ years of industry experience\, in the Consumer-Packaged Goods and Financial Services industries where he held l eadership roles in R&\;D\, Strategy\, Finance\, and Business Management with Fortune 500 companies including Kimberly-Clark Corp\, Citigroup\, In c.\, American Airlines\, and JPMorgan Chase\, where he currently works. He is also with World Financial Group team with a strong passion for financi al education to help individuals and families (including his own family) t o build a solid financial foundation. \;
\nhttps://bentonvillelibra ry.libnet.info/event/8190814 URL;VALUE=URI:https://bentonvillelibrary.libnet.info/event/8190814 ATTACH:https://static.libnet.info/images/events/bentonvillelibrary/Persona l_Financial_Workshop-BL4.jpg END:VEVENT END:VCALENDAR