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Thu, Apr 25


DoubleTree Buena Park (O.C.)

April 2024 Seminar

결제창에서 offline payment 를 누르셔서 예약해주시고 현장에 오셔서 cash , check 로 지불하실 수 있습니다.

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April 2024 Seminar
April 2024 Seminar

Time & Location

Apr 25, 2024, 12:00 PM – 4:00 PM

DoubleTree Buena Park (O.C.), 7000 Beach Blvd, Buena Park, CA 90620, USA

About the event

Topics & Speakers  

① First Part (12:00-2:00): Secure Act 2.0 / Social Security Maximization (Presented by Kim, Kyung Eun, CFP from MassMutual)  

  • Secure Act 2.0 - Impacts on Employers  
  • Individual, Spousal and Survivor Benefits  
  • Case Studies  

② Second Part (2:00-3:00): 2024 Economy Forecast and Bankers’ Credit Decision   (Presented by Choi, Jae Yong, CPA from Woori America Bank)  

  • 2024 Economy Forecast – U.S. Market, Small Businesses, Commercial R/E 
  • The major points used when the loan officer evaluates commercial loan credit  
  • Loan Strategy of a Company  

③ Third Part (3:00-4:00): CRT (Charitable Remainder Trust) – As a capital gain tax  saving tool (Presented by Jane Choi, CLF, LUTCF from Principal Financial Network)  

  • Introduction of CRT  
  • How it works to save a capital gain tax 
  • Case Studies

Registration fee:  

  • Member (Online or at the door): $40 
  • Non-member (Online or at the door): $70
  • A member is a member who has paid an annual fee of $100

Lunch will be provided from 11:30 to 12:15, Registration will start at 11:30 am



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