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06/22 Adulting 101 – Empower Your Savings, Investments & Personal Finance
June 22, 2019 @ 2:00 PM - 4:00 PM PDT
Just started working or wondering how to make the most of your spare income? Want to make a little go a long way down the line? TAP OC has the answers for you! This will be a FREE event with light refreshments provided. SPACE IS LIMITED. Please bring your friends and family to come learn more about personal finance! A continuation of our Adulting 101 Series of Professional Events.
Join us as we dive into different ways post-college working professionals can make the best use of their money – savings, investments, and personal financial management! Come learn from experienced finance professionals as they share their wealth of information in workshop sessions, followed by open Q&A to address any burning questions you have about all things money related.
We will be announcing each speaker of this event every week, so make sure you click “Going” or “interested” to get the updates!
If you have questions, please contact calvin.kou@tap-oc.org.
Announcing the first speaker in our workshop!
Tony Chou has over 10 years of experience in the financial sector with firms such as Morgan Stanley and Merrill Lynch in the past. Past areas of Tony’s expertise include Private Wealth Management in the International division. Tony Chou now splits his time between running his own firms specializing in realty and finance/investment. Tony is currently involved with Opsis Capital, an alternative investment firm with a focus on real estate.
FUN FACT: He’s also a TAP Board Alumni.
Our second speaker in this upcoming weekend’s workshop is Steve Huang, MBA.
An OC resident of over 30 years, Steve has had a hand in finance, city council, real estate, and marketing and he has also dedicated his life to help others as a volunteer and as a professional. Steve’s financial expertise includes:
• Working with clients to protect the most valuable assets
• Replacing income stream if clients are unable to work
• Maintaining quality of life if unforeseen events in life happen
• Creating additional income stream for retirement
• Providing a legacy for the future generation
In his free time, he enjoys hiking and camping in the wonderful Californian wilderness. He is also deeply committed to community service. He currently serves on the Boards of Taiwanese American Professionals Orange County (TAP-OC) and Orange County Chinese American Artists (OCCAA), and also as a Steering Committee member for Irvine Global Village Festival.
Introducing our third and final speaker; Ajay Aggarwal
He has worked in the banking industry for over 17 years. Has a total of 20+ years in financial service combined.
Currently, he serves as a Assistant Vice President and Branch Manager at US Bank. He is passionate about helping people with banking and personal and business finances. A topic he loves is helping people start toward financial wellness.
Also, he has been a SoCal resident for over 30 years so he knows what it is like down here!