2015 CASPA-SVCTBA Finance Management Seminar Series01/17/2015 - 01/17/2015



New Year Resolution: Retirement Planning

Date: Jan. 17, 2015
Venue: Cadence Design Systems Auditorium, Building 10, 2655 Seely Ave, San Jose 95134

Parking: free

Registration: online registration for limited seating

Language: Chinese

Event Program:

11:30p - 12:00p Registration, Refreshment, & Networking

12:00p - 1:00p  Live Musical Band Performance – Magic Makers Rock Band
1:00p - 1:15p   Intro(SVCTBA, and CTUAA/JTUAA, and CASPA)

1:15p - 5:30p   Seminar

Topic 1: Retirement Planning, Michelle Huang

Topic 2: Long Term Care, Dr. Connie Chen

Topic 3: 401K plan, Lily Tan

Topic 4. Annuity and Life insurance, Dr. Jade Hsiung

Topic 5. Has the Stock Market Reached Its Peak?, Rex Chou


5:30pm Prize Drawing(iPad and more prizes), and Adjourn


Update:This Event is live on the social web now: 

台灣宏觀電視全球新聞網 黃本初 採訪報導

@ facebook https://www.facebook.com/video.php?v=10152700477036716&set=vb.667856715&type=2&theater

@ youtube http://youtu.be/Xgt59Mo43cc

@ mactv http://web.pts.org.tw/macroview/news/searchresult.php?fid=39623



As a semiconductor professional, among the busy daily life, do you have the urge to improve our financial health?  It's that time of the year that we start work on our new year resolutions.  CASPA has invited experienced financial professionals to share with you the tools and information to achieve our financial goals for this brand new year.



Michelle Huang Michelle Huang is a Financial Services Professional with New York Life, also a broker and Registered Representative with NYLIFE securities, LLC.  She had over 10 years of working experiences in financial industry overseas before she joined New York Life in 2010.  She has achieved Executive Council every year and has received many awards including Leader of the Year, the Silver Medalist Award, Life Stars, etc.  She qualifies as the member of Million Dollar Round Table (MDRT) and National Association of Insurance and Financial Advisors (NAIFA).  Michelle has great involvement in many community services and several non-profit organizations.  Michelle served as the president of Tunghai University Alumni Association from 2010-2012 and still serves as Board of Directors.  She specializes in Retirement Planning, Family Protection, Education Funding, 401(K)/ IRA Rollover, Mutual Funds, Annuities, Long Term Care , Business Planning and Estate Planning.





Dr Connie Chen, an investment advisor, obtained her Ph D in University of Hamburg in Germany.  She has been in financial field more than 14 years,before joining financial service industry, she worked in university as an assitant professor.   She achieved a great success in financial industry and was featured in Money and Forbes magazine. She focus on company’s 401K set up; individual and family planning including Retirement; Long term care; insurance; estate planning; tax saving and kid’s education planning.  Dr. Chen has very strong product knowledge and with lots of experiences.  She believed a good financial planning should be based on educating people and help them to plan and achieve their financial freedom.






Lily Tan is the owner and founder of Lily Financial Services. Her goal is to personally serve the investment, financial planning and insurance needs of her clients.  Lily holds the Series 6 and 63 Securities Registrations as well as has a Real Estate License for California. She was hired as Agency Sales Director for MetLife Securities and previously was the Vice President for ACE Capital Group.   She is a member of the Million Dollar Round Table and the Master Council in Financial Planning and is a published short story author.




Dr. Jade Hsiung, an investment advisor, did her undergraduate study in National Taiwan University, Taiwan; and then earned a PhD from Brown University.  She has about 10 years experience in advance semiconductor manufacturing process as a process engineer.  She set out to financial planning field 4 years ago due to the realization of the huge market needs for the general middle class. She focus on whole planning for family and individual including Retirement; investment; Long term care; insurance; kid’s education planning; estate planning or company’s 401K plan set up.





Rex Chou has 18 years' investment and financial service experiences. He founded the New Asset Investment Advisors LLC in 2013. From 2008 to 2012,  Rex Chou was the Chief Executive Officer of Deutsche Far Eastern Asset Management Company Limited, a joint venture of Deutsche Bank and Far Eastern International Bank. Prior to this, Rex has held a variety of senior business development, investment consulting, and customer service roles at Schroders, HSBC Asset Management, and Fidelity Investments in Taiwan. Rex holds an MBA from Drexel University in the US and is also a Registered Investment Advisor Representative in the US and a Certificated Securities Investment Analyst in Taiwan.