致富理財 - Frank Ho  兩場實體講座                    02/24/2024

                               10 AM   Fremont                                                        2PM   San Jose / Cupertino                                

講座主題:      生前信託 

                                                                                     

1.           每個人都需要生前信託嗎?

2.           我寫好了遺囑還需要生前信託嗎?

3.           生前信託辦好就鎖在保險箱裡就好了嗎?

4.            在沒有遺產規劃的情形下 可能發生的問題

5.           子女的監護權(Guardianship)

6.           法院的遺產分配程序 (Probate)

 

致富理財  Frank Ho  兩場實體講座       

 

2月24號  星期六                                  10 AM   Fremont                                 2 PM    San Jose / Cupertino    

 

報名請按下面報名按鈕

電話   408-996-1118   

 

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IF Direct LLC is an insurance agency with a network of affiliated, independently-owned offices that consists of carefully selected and experienced financial & insurance professionals.

 

Our businesses include sales and trading a wide range of insurance products including life, medical, long term care, disability and more. Our clients include domestic and international individuals, small businesses, corporations, financial intermediaries, and institutions.

 

As an insurance agency for changing times regardless of your investment goals, we have professionals who are eager to help you meet your goals. Our agents make every effort to build long-term relationships with clients, offering personalized attention and financial advice. We stay focused on the present while maintaining a clear vision of the future.

Contact Us Today!

致富理財 IF Direct LLC

San Jose Office:
1072 S De Anza Blvd, Suite A205
San Jose, CA 95129

 

Fremont Office::
2090 Warm Spring Ct. Suite 148  
Fremont CA 94539

 


Phone: 1-408-996-1118

Fax: 1-408-996-1116

Email: info@ifdirectllc.com

 

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