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This text has been translated by auto-translation. There may be a slight difference between the original text and the translation. (Original Language: 日本語)

2022/10/31 - 2022/12/16 / Torrance, カリフォルニア州 / School / Seminar

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Venue オンラインZoom
Address Torrance, カリフォルニア州, 90503 アメリカ合衆国
Date 2022/10/31 - 2022/12/16
Time 14:00 minute(s) - 15:30 minute(s)
[Time detail]

Every Saturday 11:00am-12:30pm West Coast time Washington DC 2:00pm-3:30pm

[Getting here]

[Venue detail]

Web Access No.881581

「行動を起こさないリスクが最大のリスク。あなたにぴったりの貯蓄方法とは?」 日本語ファイナンシャルワークショップ 全6回

There are only a few days left in 2022.
You have been putting off preparing for money ・ ・ ・
Now is the time to take the first step ?
You don't know where to start.
In America, money knowledge is the strongest self-defense skill.
To solve the vague anxiety everyone has about money.
Let's learn together !.
I think everyone has the following vague concerns about money.

・ Saving for the future ( including retirement )
・ Education funds for children ( especially college )
・ Tax-efficient saving methods
・ Preparing for nursing care expenses
・ How to save before returning to Japan
・ I just want to improve my financial literacy
・ More about going to college in the US
・ I want to solve my worries about my stocks and 401K fund going down
・ Want to invest money in a low-risk way

However, many people think that studying about money is difficult, troublesome, or a chore, and they do not even know where to start !.
However, many people think that studying about money is difficult, troublesome, and a chore.
In order to lower the hurdles in the minds of such people, we will deliver basic knowledge of money in the U.S. in an easy-to-understand Japanese language in a series of six sessions.
We offer this because we know that it is very difficult to consider future plans without basic knowledge. Financial literacy will protect you, yourself, your family and your children.

Even if you say, "I have financial products," you can ensure that you build your assets by paying attention to and reviewing your financial status on a regular basis, just like a medical checkup.

Various useful "apps for financial use" will be introduced during the workshop, and you can download useful financial apps by scanning the QR code, so please have your smartphone ready.


◆Cost : Free

◆Content :

① [Workshop 1] BUILDING SAVINGS&WEALTH
American Learn the Basics of Finance How to Build Wealth
Make the Power of Compound Interest Your Ally
11/5 (Sat )

② [Workshop 2] INCREASE CASH FLOW&MANAGE DEBT
INCREASE CASH FLOW TODAY Speed Up Debt Repayment !
11/6 (Sun.)

③ [Workshop 3] PREPARING WITH PROPER PROTECTION STRATEGIES
Which Type of Life Insurance Are You ? Life Insurance and the Difference !
How to Use American Life Insurance
Financial Planning for You Who Want to Avoid Risk
11/19 (Sat)

④ [Workshop 4] YOUR HEALTH&WEALTH
I Want Both ! "Health and Wealth"
The Importance of Long Term Care Insurance and Medicare Families, Estate Planning
12/3 (Sat)

⑤ [Workshop 5] UNDERSTANDING ASSET ACCUMULATION STRATEGIES
How to Protect and Grow Your Assets
Making Time Your Ally, The Price of Procrastination What is Dollar Cost Averaging ?
12/10 (Sat.)

⑥ [Workshop 6] FULFILLING LONG-TERM GOALS
Learn About Private Pensions, Lifetime Annuities
7 Things You Need to Know for a Rich Retirement
Building a Foundation for Financial Independence and Tax Planning
College Planning and Tuition
12/17 (Sat.)

◆Languages : Japanese

◆No recording will be available
.
To participate, please register below.
Zoom information will be sent the evening before the day of the event.

https://forms.gle/NNyc2RqqTMWvjG1r7
We look forward to your participation.


◆Dates and Times : Every Saturday ( November 5, 2022 ~ Weekend of December 17, 2022 All 6 sessions )
*Only November 6, 2022 will be held on Sunday. Please note
West Coast time 11:00am-12:30pm
East Coast 2:00pm-3:30pm
*Varies by session but will be 60 minutes ~ 75 minutes.
This is a very popular workshop that has been going on since before Corona, and is continuing.


We will also be offering a free "Social Security Seminar" for the Los Angeles area only.

・ Nov 5 ( Sat ) 10AM -11AM at hotel in Torrance
・ Nov 6 ( Sun ) 2PM - 3PM Irvine at the office near Spectrum
*First-come, first-served. Please register using the form


◆Please also register for the "Social Security Seminar" using the form below.
More details will be provided individually as seats become available.


To register ⇩ ⇩ ⇩ Please click the link ⇩ ⇩ ⇩
[Contact]
< About us >

We offer financial advice, plan proposals and individual consultancy for savings life insurance, lump sum insurance, annuities and all financial products.
Recently, plans that allow you to use your expenses for your own care have become very popular, and as brokers representing over 150 companies, we can deliver assistance with planning and product comparison.
In addition to financial services, we also provide information on education and real estate.
We always try to deliver sincere and value-added services so that our clients can trust us, and we have been serving many clients.
All services are available in Japanese. ( English and Chinese are also available )

★ Maki Asai (License CA 0M42090, other state license)
★ Yui Ueno (License CA 4032667, other state license)

Email: financial.freedom.matters@gmail.com
  • [Registrant]yui0520
  • [Language]日本語
  • Posted : 2022/10/27
  • Published : 2022/10/27
  • Changed : 2022/10/27
  • Total View : 282 persons