Join NAWBO Southern Nevada and Yuan-Fen Lai at our June Business Lunch.
Every Business Needs a Plan. You are invited to attend Life in Business - Beyond the Bottom Line, a workshop on business planning strategies designed specifically for entrepreneurs like you to address the sustainability of your business, your ability to retire comfortably, and the financial security of your family.
Topics covered include:
Strategies to reward and retain top talent in your organization
Maximizing after-tax income to owners and their families
Yuan-Fen Lai is an accomplished Financial Services Professional at New York Life. She has over 20 years of experience in insurance and financial services industries, specializing in retirement planning and estate conservation. She is a member of MDRT (Million Dollar Round Table) which is the premier Association of Financial Professionals.
Yuan is passionate about helping individuals and businesses in organizing their assets and managing risks. She offers life insurance, long term care insurance, disability insurance, variable and fixed annuities. On personal planning, she helps individuals to plan for life insurance needs, estate conversation, college funding, mortgage protection, charitable giving and IRA funding. For business planning, she helps business owners to set up buy-sell funding, deferred compensation, executive bonus, key person protection and qualified plan funding.
After obtaining her Master’s degree from Boston University, Yuan have worked for several fortune 100 companies, including JP Morgan Chase and Bankers Trust (now Deutsche Bank). Besides serving the clients, Yuan is very active in serving the community. She is the current president for the Global Federation of Chinese Business Women - Las Vegas Chapter. She is also an ambassador for both Women's Chamber of Commerce of Nevada and Asian Chamber of Commerce. She was a committee member for the Millburn Township Community Services and Senior Citizen Advisory Board, and volunteered at and Good Grief, Inc. which is a non-profit organization that helps children and teens to cope with losses.
How can I contact the organizer with any questions?
Please email email@example.com or firstname.lastname@example.org or call (702) 524-6208.
What's the refund policy?
Do I have to bring my printed ticket to the event?