【讲座】「跨世代财富传承规划」免费晚宴讲座｜纽约人寿保险王芮

诚挚邀请您与家人一起参加 
「跨世代财富传承规划」免费晚宴讲座
 2026 年 9 月 15 日（星期二）
 下午 6:30
 Julio's Pizza and Banquet Hall
17538 Pioneer Blvd, Artesia, CA 90701
主讲人：
Madison R. Jones, J.D., M.B.A., CVP
高阶规划顾问
如何在照顾自己退休生活的同时，也为子女及孙辈留下更好的财务安排？
这场讲座将与您分享如何透过跨世代规划，让一份资产同时兼顾自己、子女与孙辈的需要，包括：
 为孙辈建立一份长远的财富传承
 为子女创造额外的补充收入来源
 透过适当规划，让您预先支付的保费款项未来有机会返还给您
活动免费参加，并备有晚餐 
欢迎您携家人一起来了解，看看如何让辛苦累积的财富发挥更大的跨世代价值。
名额有限，有兴趣的朋友欢迎报名 

https://www.eventbrite.com/e/multi-generational-legacy-planning-tickets-1998257480917

Join us in person to explore easy ways to secure your family's future across generations!
Multi-Generational Legacy
Planning
You are invited to attend Multi-Generational Legacy Planning, a complimentary informational workshop created specifically to explore an estate planning opportunity designed to provide for your children your grandchildren and your own retirement. Topics covered include:
Create a legacy for your grandchildren
Provide a source of supplemental income for your children
Structure an arrangement where premium advances are returned to you