Vivinavi

Description

2023/1/27 - 2023/3/10 / Torrance, カリフォルニア州 / School / Seminar

★ In the U.S., Money Knowledge is the Best Self-Defense ★ Japanese Financial Workshop, 6 sessions

Year 2023.
This is the year to take the first step ？
You don't know where to start.
In America, money knowledge is the strongest self-defense.

I think everyone has 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 ・ What you can do to save before returning to Japan
・ I want to improve my financial literacy anyway
・ More about going to college in the US
・ More about stocks and 401k funds going down Want to relieve anxiety
・ Want to invest money in a low-risk way

However, many people think that studying money is difficult, troublesome, a chore, or just don't even know where to start ！.

We are tired of hearing the phrase "100-year life period.
However, not many people are taking action financially to prepare for the future, even if they can vaguely envision such an eventuality.

"I feel impatient, but I don't know where to start ・ ・ ・"
Those who feel such anxiety, please take this opportunity to study.
In a series of six articles, we will provide you with basic knowledge of money in the U.S. in Japanese in an easy-to-understand manner.

We offer this because we know that it is very difficult to consider future plans without basic knowledge.
Financial literacy will protect you, your family and your children.

Even if you say, "I have financial products," you can ensure that you are building assets by taking note of and reviewing your financial status on a regular basis, just as you would 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.

◆Date and Time ： Every Saturday
West Coast Time 11:00am-12:30pm
East Coast 2:00pm-3:30pm
Hawaii 8am-9:30am
*Please note that there is a time difference, so please count backwards from the West Coast time 11am. Please check the start time again by counting backward from 11:00am on the West Coast.

◆Participation Fee ： Free

◆Content ：

① [Workshop 1] BUILDING SAVINGS&WEALTH
Basics of American Finance learn how to build wealth
make the power of compound interest your friend
⇨ 1 ／ 28 （ sat ） held

② [workshop 2] INCREASE CASH FLOW&MANAGE DEBT
INCREASE CASH FLOW TODAY Speed up debt repayment ！
⇨ 2 ／ 11 （ Sat ） Held

③ [Workshop 3 PREPARING WITH PROPER PROTECTION STRATEGIES
Which Type Are You ？ Surprised to Know the Different Types of Life Insurance ！
How to Use American Life Insurance
Finance for Your Risk Averse Plans
⇨ 2 ／ 18 （ Sat ） Held

④ [Workshop 4] YOUR HEALTH&WEALTH
I want both ！ "Health and Wealth"
The Importance of Long Term Care Insurance and Medicare Families, Estate Planning
⇨ 2 ／ 25 （ Sat ） Held

⑤ [Workshop 5] UNDERSTANDING ASSET ACCUMULATION STRATEGIES
How to Protect and Increase Assets
Make Time Your Ally, What is Dollar Cost Averaging the Price of Procrastination ？
⇨ 3 ／ 4 （ Sat ） Held

⑥ [Workshop 6] FULFILLING LONG-TERM GOALS
Learn about private and lifetime annuities
7 things you need to know for a prosperous retirement
Financial Foundation for Independence and Tax Preparation
College Planning and Tuition
⇨ 3 ／ 11 （ Sat ） Held

◆Language ： Japanese

◆No recording will be made

Please register below to attend.
Zoom information will be sent the evening before the day of the event.

To check the schedule and register
⇩ ⇩ ⇩ please click the link ⇩ ⇩ ⇩

We look forward to your participation! We look forward to seeing you soon!

[Contact]

＜ About Us ＞

We provide financial advice, plan proposals and individual consulting for savings life insurance, lump sum insurance, annuities and other financial products in general. 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 comparisons. In addition to financial services, we also provide information on education and real estate. We always strive to deliver sincere and value-added services to earn your trust, and we have been able to do so for many clients.

All services are available in Japanese. （ English and Chinese are also available ）

★ Maki Asai (License CA 0M42090 Also holds other states license. Educational Consultant)
★ Yui Ueno (License CA 4032667 Also licensed in other states. Real Estate Agent)
Email: financial.freedom.matters@gmail.com