Making Sense of Your Financial Goals August 20, 2008

Do you have a will/trust? Are your beneficiaries up to date?

What’s the difference between good debt vs bad debt?

How do you stay on track on your retirement plan?

Do you know how to create a budget that works?

What and how much is an emergency fund?

What is 529? How can it help you with your MBA plans or with your children’s college education?

How much life insurance coverage should you have?

Have questions like these plagued you as you try to make sense of your financial goals? Are you actively looking for that compass to give you guide you through the choppy waters of personal finance. In these times of economic instability, the Filipino American Network @ Schwab (FANS) and the Young Filipino Professsionals Association (YFPA) recognize that we as professionals have to focus more on our personal finances. It’s time for a financial tune up!

Come on out to this high-value financial seminar led by Philip Choi, V.P., Financial , Charles Schwab, and gain the knowledge to make sense of your financial goals! [You are encouraged to email your questions before the event at fans@schwab.com]

As a Financial Consultant, Philip Choi is an investment professional who is dedicated to helping you achieve your financial goals. He works with you personally to understand your needs, map out cohesive strategies, and provide guidance and advice to help you succeed as an investor.

[RSVP]
* Visit http://www.amiando.com/yfpa_20080820

[PARKING]
* Street Parking
* Embarcadero BART Station

[COST]
This event is FREE for registered YFPA members!

[QUESTIONS]
If you have any questions regarding this event, please send us an email at professionaldevelopment@yfpa.org.

Official Website: http://www.amiando.com/yfpa_20080820