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Real Estate Planning Considerations

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


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.


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

    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

    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

    Ticket Information:
    Barbara Kuang (650) 704-9050

    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.
    Anita Chan

    Bay Area Chrysanthemum Association

    Charter Properties

    The Westwood Company

    Tuck Lin & Lisa Lin


    Elite Appraisal

    Imperial Investment & Development

    Marina Foods

    Market Overiew
    S&P 500
    30-Year Treasury Bond
    Chart for DOW Chart for Nasdaq Chart for S&P 500 Chart for 30 Year Bond (%)
    2013-2014 , CAREA Chinese American Real Estate Association
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