Retirement Planning Seminar, 04/19/2025 10:30AM

Lately, we have seen increased volatility in both the stock and bond markets. Many retirees are naturally concerned about how this could affect their nest egg. That’s why
we warmly invite you to attend a Retirement Planning Seminar specially designed for our Chinese community—to help you better understand the current environment and
prepare for a more secure and comfortable retirement.

Here’s what we’ll cover:

  1. Why are the markets so volatile right now?
  2. How tariffs may impact inflation and your retirement spending
  3. How to invest steadily with dollar cost averaging
  4. Most importantly let us help you with a personal financial check-up
  • Do you have enough to retire comfortably?
  • What investment strategies match your lifestyle and goals?
  • When and how should you claim Social Security for maximum benefit?
  • How to balance stable income with long-term growth?

Date: 4/19/2025, 10:30–12:00 pm CST
Location: 400 N. Greenville Ave, Suite 12, Richardson, Texas 75081
Speaker: Mr. Ting-Kuo Chen – CPA, CFP & Mr. Anders Ting, CTP
Registration Link: https://forms.gle/VL4pBNC1fW7ZC66x6
Contact: 214-389-2000
Organizer: TKC Wealth Management, LLC