Agenda Discovery Week Month

Curated for Me

UBS--

Stephen Luk, Chloe Ding
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Endorsed by Curators:
Oct 12 3:00PM - 4:30PM

Dying to soon Living too long"Social Security, Pension Social Security Pension

Stephen Luk UBS18 Q&A

3:00-4:30PM, Oct 12, 2017

20560 Town Center Lane. Cupertino


Stephen Luk, Vice President- Wealth Management, is working at UBS for more than 18 years, and Chloe Ding, Client Service Associate, host a mix, mingle and Q&A learn event on the topic of financial management. Stephen is fluent in English, Mandarin, Cantonese, he will answer your questions through an interactive format designed to help you understand your financial future. Please come to join us, sip your favorite coffee, tea,and schmooze with professionals or meet new friends there.

The Q&A meetup begin at 2PM-330PM, and will cover:

--401K roll over and investment plan

--Retirement Plan

--529 Education or Insurance Plan( If you have any questions)

* We provide useful Financial Education with hands-on materials.

* Please bring your questions, and we will help you find the best solution.

* Please see UBS sign on the table when you get there or CALL 650-701-6162

* Reserve your seat today!

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