积累财富，守护未来：投资与保险入门指南 / Grow Your Wealth, Protect Your Future: A Beginner's Guide to Investing and Insurance

7月4日星期六 | Saturday July 4 | 2:00-3:30

金融专业人士有哪些？他们的目标是什么？

本次的讲座将探讨常见的金融顾问类型、他们的职责、如何为您提供帮助以及他们扮演的角色。

Who are the financial professionals, and what are their goals?

In this workshop, we will talk about the types of popular financial advisors, who does what, how they help you, and what roles they are playing.