Carea April 19th Seminar
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Event
Real Estate Planning Considerations
When

Date: April 19, 2016 (Tuesday)
Time: 6:00PM C 9:00PM

Highlight

Speakers: Alan Chew, J.D., CPA, CLU, ChFC and Aaron C. Yen, J.D.

Hosts: Wai Man "Raymond" Chan, AEP, CFP, CLU, ChFC (CA Insurance License Number: 0E43407,
New York Life Insurance Company)

Alan Chew is an Advanced Planning Consultant. He has been providing tax and consulting services to the financial services industry since 1995. Alan started his career at New York Life in
2004 as a Case Development Consultant with The Nautilus Group. He holds a BBA with honors and a M.S. degree in professional accounting from The University of Texas at Austin, as well as JD from Southern Methodist University.

Aaron Yen is an Advanced Planning Consultant. He has a distinguished background as a legal practitioner and is recognized as a valued resource in business formation, succession strategies, and estate planning. Aaron received his
B.A. degree in International Economics from the University of Washington. He earned his law degree from the University of the Pacific, McGeorge School of Law. Aaron is a member of the State Bars of California and Nevada.

Cost

Group Entrance:

  • $350 Silver Sponsor: 5 min. presentation
  • $500 Gold Sponsor: 5 min. presentation + table for 1
    Group Ticket
    Individual Ticket:
  • $30 for associates;
  • $35 for non-associates
  • $55 including one-year association dues ($70 value)

    Individual Ticket

    Note:
    For association renewal, please write a check payable to CAREA and send to 805 East El Camino Real Ste A, Mountain View, CA, 94040, Attention: Barbara Kuang.

  • Where

    Place: King Wah Restaurant

    address:
    1235 E. Calaveras Blvd. Milipitas CA 95035
    (408) 262-9288

    Click the flyer for more details :
    CAREA April 2016 Seminar Flyer

    Sponsorship & Advertisement: (CAREA Tax ID#770257508)
    Yuan Chang (408) 417-0099
    ychang@interorealestate.com

    Ticket Information:
    Barbara Kuang (650) 704-9050 BKUANG@allstate.com



    The Chinese American Real Estate Association (CAREA) is a non-profit tax-exempt 501(c)(6) organization established to promote the social and economic well-being and further the professional image of Chinese-Americans who are engaged in the field of real estate. CAREA's mission includes instilling higher business standards and methods, encouraging cooperation, and sharing services, encompassing not only real estate licensees, but also affiliates such as escrow or title officers, underwriters, lenders, insurance brokers, and interior and construction design professionals.
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