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How to Grow Wealth: Tips and Models on How to Save and Invest
This workshop will cover: • How to effectively set personal financial goals and how to work toward those goals. • Discover effective techniques for managing the balance between risks and return. • Identify personal needs for retirement savings, using a mathematical model that calculates how much total savings needs to be in place with existing pension plan benefits, and 401k contributions helps to achieve their retirement goals. by Alan Chew, J.D, CPA, CLU, ChFC, Corporate Vice President of Advanced Planning Executive Advisor
Alan has worked in the financial services industry since 1995. Prior to joining New York Life Insurance Company, Alan worked as a public auditor for KPMG, a senior tax accountant with a local CPA firm in New Jersey, a law clerk to judges at the U.S. Merit Systems Protection Board in Dallas, and in the legal department for JCPenney. Alan joined The Nautilus Group, a service of New York Life Insurance Company, in 2004 where he served as a Case Development Consultant providing estate and business planning and tax planning strategies for approximately 200 top producing agents of the company. In 2009, Alan joined the Advanced Planning Group. Besides providing estate planning, business succession planning and tax strategies to the company’s general agents, one of Alan’s current responsibilities involves servicing the agents with clients that are affiliated with the Chinese Cultural Market.
Alan became a life insurance agent with New York Life in 2010 and qualified for MDRT* and President’s Council in his first year as an agent. He also was the 2010 Life Paid FYC leader for new agents. In 2011, Alan rejoined the Advanced Planning Group as a Corporate Vice President, Advanced Planning Executive Advisor, serving and supporting the U.S. Chinese Cultural Markets. Alan holds a B.B.A. with Honors and a Master’s in Professional Accounting from The University of Texas at Austin, and a Juris Doctor, graduating cum laude, from Southern Methodist University. Alan is fluent in Mandarin and other Chinese dialects.
Corporate Legal Issues Startups Must Know
by Debra Vernon, Carr McClellan P.C.
This workshop will cover:
Corporate Formation
- Legal Protection of Business Name
- Forming the Business
- Delaware C Corp
Capitalization
- Traditional Silicon Valley Model
- Capitalization Table
- Founders Stock
- Capitalization Hazards
- 83(b) Elections
Other Important Issues
- Proprietary Information and Invention Assignment Agreements
- Taxes and Licenses
- Bank Account and Accounting
- Office Space
- Insurance Coverage
Debra Rosler Vernon is a corporate and securities attorney who advises technology companies, entrepreneurs, and investors on legal matters faced throughout all stages of company growth. She structures, negotiates, and documents a wide range of transactions, with a focus on equity and debt financings, mergers and acquisitions, and corporate governance issues. She works with many startups, helping them to incorporate, issue stock and options to founders and employees, and negotiate the terms of seed stage financings. Debra began her career with Wilson Sonsini Goodrich Rosati, working with public and private technology companies, venture capital firms and investment banks. She helped open the Silicon Valley offices of Perkins Coie LLP, and then joined Shearman & Sterling LLP. She founded her own advisory firm in 2005, and joined Carr McClellan, P.C. in 2013. Debra is an active fundraiser for non-profit organizations, an avid tennis player and art collector, and serves on the Menlo Park-Atherton regional board of the AYSO. She is also a member of the Band of Angels and Stanford Angels & Entrepreneurs. She is a summa cum laude graduate of Yale University, with distinction in the major. She received her J.D. from Stanford Law School. Prior to Yale, she attended the Juilliard School of Music pre-college division and continues to enjoy playing classical music.