Financial Planning Workshop: Preparing You for a Better Year

As your Financial Advisor, Bo Zhang, can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, you can preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. 

Topics Include:

• Fundamentals of investing 
• The psychology of money 
• Becoming an Entrepreneur: Growing your business 
• Making the most of your sudden wealth