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Note: Silicon Valley FPA Brown Bag Lunch Events require FPA membership to attend. FPA members from other
chapters are welcome to attend as well as guests of FPA members.
Date: Friday, January 21st, 2011
Time: 12:00 noon to 1:30 pm
Location: San Jose, CA (near SJ Airport)
Title: Basics of Annuities: Planning for Income Needs
Speaker: Susanna Tang, CFP®, Financial Advisor, Morgan Stanley Smith Barney
Come join this session on the Basics of Annuities. Susanna will discuss and illustrate the various types of annuities available to meet a client’s income needs. There will be plenty of time for questions from attendees.
Susanna Tang, CFP®, is a Financial Advisor at Morgan Stanley Smith Barney. Before joining Morgan Stanley Smith Barney, she was a Business Analyst at the Controller’s Office of Stanford University. A native of Hong Kong, Susanna is fluent in Cantonese and semi-fluent in Mandarin. She attended Pepperdine University for her B.S. and UCLA for her MBA. Susanna completed the Personal Financial Planning Certificate Program at UCSC and passed the CFP Board Exam in July 2009. She also holds Series 7, 31, 66, CA Life Insurances and Annuity Licenses. Susanna’s practice focuses on providing comprehensive financial services to individuals and families; professionals and business owners; women in transition and her naturally affiliated Asian American community.
Seating is limited.
To reserve your seat, please RSVP early to Neil Narvaez at email@example.com A $10 fee will be collected at the door.
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