Previous
Next
Close

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)

2022/7/1 - 2022/8/13 / Torrance, カリフォルニア州 / School / Seminar

Enlarge
Already ended
Venue
Address Torrance, カリフォルニア州, 90503 アメリカ合衆国
Date 2022/7/1 - 2022/8/13
Time 14:00 minute(s) - 15:30 minute(s)
[Time detail]

West Coast Time 11:00am-12:30pm
East Coast 2:00pm-3:30pm
Hawaii 8am-9:30am
*Because of the time difference, please check the start time again by counting backwards from the West Coast event time 11am.
*It will vary from session to session, but it will be about 60 minutes ～ 75 minutes.

[Getting here]

[Venue detail]

Web Access No.693403

The greatest risk is the risk of not taking action. What is the best way to save for you ？" Japanese Financial Workshop, 6 sessions

More than six months have passed in 2022.
You have been putting off preparing for money ・ ・ ・
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 skill.
To solve the vague anxiety everyone has about money.
Let's learn together ！.
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
・ 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 eliminate my anxiety 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, and tedious, and they do not even know where to start ！.
However, many people think that studying about money is difficult, troublesome, and a chore.
We are tired of hearing the phrase "100-year life period.
However, there are not many people who are taking actions for the future financially, even if they can vaguely imagine that such a situation will actually happen.

"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
*With the time difference, the West Coast time is Please count backwards from 11:00am and check the start time again.
*It depends on the time, but it will be 60 minutes ～ 75 minutes.

◆Participation Fee ： Free

◆Content ：

① [Workshop 1] BUILDING SAVINGS&WEALTH
American Finance. LEARN THE BASICS HOW TO BUILD WEALTH
GET THE POWER OF COMPOUND INTEREST ON YOUR SIDE
⇨ 7 ／ 2 （ SAT ） HOLD

② [Workshop 2] INCREASE CASH FLOW&MANAGE DEBT
INCREASE CASH FLOW TODAY Speed up debt repayment ！
⇨ 7 ／ 9 （ 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
⇨ 7 ／ 16 （ Sat ） Held

④ [Workshop 4] YOUR HEALTH&WEALTH
Want Both ！ "Health and Wealth"
The Importance of Long Term Care Insurance and Medicare Families, Estate Planning
⇨ 7 ／ 30 （ Sat ） Held

⑤ [Workshop 5] UNDERSTANDING ASSET ACCUMULATION STRATEGIES
How to Protect and Grow Your Assets
Make Time Your Ally, What is Dollar Cost Averaging, the Price of Procrastination ？
⇨ 8 ／ 6 （ 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 Building a Foundation for Independence and Tax Preparation
College Planning and Tuition
⇨ 8 ／ 13 （ 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.

Please click
⇩ ⇩ ⇩ link to check the schedule and register ⇩ ⇩ ⇩

We look forward to your participation! We look forward to seeing you soon!
https://forms.gle/NNyc2RqqTMWvjG1r7
Send Message
[Contact]
＜ About Us ＞

We provide financial advice, plan proposals and individual consulting 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 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
  • [Registrant]yui0520
  • [Language]日本語
  • Posted : 2022/06/28
  • Published : 2022/06/28
  • Changed : 2022/06/28
  • Total View : 200 persons
  • Share
“Events” Go back to top