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【讲座】「跨世代财富传承规划」免费晚宴讲座|纽约人寿保险王芮

08/31/2026     紐約人壽保險─王芮保險專員


诚挚邀请您与家人一起参加 🌷
「跨世代财富传承规划」免费晚宴讲座
📅 2026 年 9 月 15 日(星期二)
🕡 下午 6:30
📍 Julio's Pizza and Banquet Hall
17538 Pioneer Blvd, Artesia, CA 90701
主讲人:
Madison R. Jones, J.D., M.B.A., CVP
高阶规划顾问
如何在照顾自己退休生活的同时,也为子女及孙辈留下更好的财务安排?
这场讲座将与您分享如何透过跨世代规划,让一份资产同时兼顾自己、子女与孙辈的需要,包括:
✨ 为孙辈建立一份长远的财富传承
✨ 为子女创造额外的补充收入来源
✨ 透过适当规划,让您预先支付的保费款项未来有机会返还给您
活动免费参加,并备有晚餐 🍽️
欢迎您携家人一起来了解,看看如何让辛苦累积的财富发挥更大的跨世代价值。
名额有限,有兴趣的朋友欢迎报名 😊

https://www.eventbrite.com/e/multi-generational-legacy-planning-tickets-1998257480917

Join us in person to explore easy ways to secure your family's future across generations!
Multi-Generational Legacy
Planning
You are invited to attend Multi-Generational Legacy Planning, a complimentary informational workshop created specifically to explore an estate planning opportunity designed to provide for your children your grandchildren and your own retirement. Topics covered include:
Create a legacy for your grandchildren
Provide a source of supplemental income for your children
Structure an arrangement where premium advances are returned to you



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關於 紐約人壽保險─王芮保險專員