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Personal Financial Education Workshop

Our goal is to provide knowledge on financial principles on basic concepts, college fund planning, and retirement planning.

Our goal is to provide knowledge on financial principles such as the rule of 72, tax impact on investment return, and diversification of market risk. We would like to educate and emphasize the importance of disciplined saving, long term mindset, and planning ahead. 

In this workshop, we will cover topics including (1) financial principles, (2) college fund planning, and (3) retirement planning. 

An hour of knowledge sharing will not make anyone an expert in personal financial planning; nor will it answer all the questions we have. It will certainly raise questions that we must ask ourselves:

·         How can I be more diversified?

·         Where & how to save for education and maximize financial aid?

·         How tax efficient are my investments?  

·         Am I prepared and funded for my retirement years?

Free consultation will be available after the workshop. 

Peter Duong holds a B.S degree in Chemical Engineering from the University of Wisconsin-Madison, and MBA from University of Texas at Austin. 

He has over 25+ years of industry experience, in the Consumer-Packaged Goods and Financial Services industries where he held leadership roles in R&D, Strategy, Finance, and Business Management with Fortune 500 companies including Kimberly-Clark Corp, Citigroup, Inc., American Airlines, and JPMorgan Chase, where he currently works. He is also with World Financial Group team with a strong passion for financial education to help individuals and families (including his own family) to build a solid financial foundation. 

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