{"id":3118,"date":"2021-08-24T21:13:15","date_gmt":"2021-08-25T03:13:15","guid":{"rendered":"http:\/\/tsinghua-boston.org\/wp-based\/?p=3118"},"modified":"2021-08-24T21:13:15","modified_gmt":"2021-08-25T03:13:15","slug":"tab-talks-35-%e9%80%9a%e8%b4%a7%e8%86%a8%e8%83%80%e4%b8%8e%e5%8d%8e%e4%ba%ba%e5%85%bb%e8%80%81%e8%a7%84%e5%88%92","status":"publish","type":"post","link":"https:\/\/tsinghua-boston.org\/wp-based\/2021\/thaaevents\/3118","title":{"rendered":"TAB Talks 35 &#8211; \u901a\u8d27\u81a8\u80c0\u4e0e\u534e\u4eba\u517b\u8001\u89c4\u5212"},"content":{"rendered":"<p dir=\"ltr\">\u6700\u8fd1\u4e00\u6bb5\u65f6\u95f4\u7f8e\u56fd\u901a\u8d27\u81a8\u80c0\u5c45\u9ad8\u4e0d\u4e0b\uff0c\u5b83\u5bf9\u4eba\u4eec\u7684\u7ecf\u6d4e\u751f\u6d3b\u548c\u6295\u8d44\u9020\u6210\u54ea\u4e9b\u5f71\u54cd\uff0c\u53c8\u6709\u54ea\u4e9b\u5c1a\u672a\u663e\u73b0\u7684\u540e\u679c\u3002\u5bf9\u4e8e\u53ef\u80fd\u6301\u7eed\u5b58\u5728\u7684\u9ad8\u901a\u80c0\u73af\u5883\uff0c\u7f8e\u8054\u50a8\u4f1a\u600e\u6837\u5bf9\u8d27\u5e01\u653f\u7b56\u8fdb\u884c\u8c03\u6574\uff0c\u5728\u7f8e\u534e\u4eba\u53c8\u5e94\u8be5\u600e\u6837\u8c03\u6574\u81ea\u5df1\u7684\u6295\u8d44\u53ca\u751f\u6d3b\u7406\u8d22\uff0c\u4fdd\u8bc1\u81ea\u5df1\u672a\u6765\u7684\u517b\u8001\u6536\u76ca\u3002\u6211\u4eec\u6709\u5e78\u9080\u8bf7\u5230TFS\u526f\u603b\u88c1William\u548cAllianz\u5730\u533a\u526f\u603b\u88c1\u7684Matt\u7ed9\u5927\u5bb6\u5206\u4eab\u901a\u8d27\u81a8\u80c0\u4e0b\u7684\u517b\u8001\u7b79\u5212\u3002<\/p>\n<p><img decoding=\"async\" class=\"CToWUd a6T\" src=\"https:\/\/ci3.googleusercontent.com\/proxy\/0mx93cJh6oQQGRfo7UZiXzmXBv6kHfdjpam-kyyyl8P97CRpcEyM94NN66NTmA95euJkbtuoZfcD2bFHh7DfpOwpIaNyxh8_XjUZ93ka5yl7GTrghRrf86X_gzpl-HY0SXqKLgRbsAY3fCTGi_0QYMSRHLLA0iUOqb_rrqUx6Q8H3KMIL1Ao8g2XJFPCvhDjKdktPHjtEs4wrBHfkLvbujvvxFc5JgU9dJPCsK-gBqMfymI=s0-d-e1-ft#https:\/\/mmbiz.qpic.cn\/mmbiz_jpg\/PeZRlwzCrRx78IPFhZyahe0IfQ2icRnJR2BYaCnRqHGZ9hSSkyvz2N9ibPVUuQfeYkyo0JQuS52tmKUvbAjwsGFQ\/640?tp=webp&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1\" alt=\"\u56fe\u7247\" \/><\/p>\n<p dir=\"ltr\"><strong>\u5173\u4e8eTAB Talks<\/strong><\/p>\n<p dir=\"ltr\">TAB Talks(Tsinghua Alumni in Boston Talks) \u662f\u4e00\u4e2a\u6e05\u534e\u6821\u53cb\u4e3b\u529e\uff0c\u4ee5\u5206\u4eab\u6709\u4ef7\u503c\u601d\u60f3\uff0c\u884c\u4e1a\u79d1\u666e\u6d1e\u5bdf\u6216\u591a\u5143\u4eba\u751f\u4f53\u9a8c\u4e3a\u76ee\u7684\u800c\u53d1\u8d77\u7684\u7cfb\u5217\u4e3b\u9898\u4ea4\u6d41\u4f1a\uff0c\u8425\u9020\u4e00\u4e2a\u5c5e\u4e8e\u5927\u5bb6\u4e00\u8d77\u5b66\u4e60\uff0c\u6210\u957f\u548c\u5a31\u4e50\u7684\u793e\u533a\u6c1b\u56f4\u3002\u6211\u4eec\u76f8\u4fe1\u6bcf\u4e2a\u4eba\u80cc\u540e\u7684\u6545\u4e8b\u548c\u654f\u9510\u7684\u601d\u60f3\u90fd\u503c\u5f97\u88ab\u4f20\u64ad\u548c\u8046\u542c\u3002<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"CToWUd\" src=\"https:\/\/mail.google.com\/mail\/u\/1?ui=2&amp;ik=050b4efc89&amp;attid=0.1&amp;permmsgid=msg-a:r-941709590800946736&amp;th=17b7e411633321ef&amp;view=fimg&amp;sz=s0-l75-ft&amp;attbid=ANGjdJ9lEiAsX3BJjt3FsFln84Ry6nA0EGIEFTKl4AmKihO6cr-OY3lWFcM13iJ0ahq2VjVYaKRSM9BDgFadUloCmVwEMlr3OqSIbOY4lY6miekELKtDaOvhsfUoyx0&amp;disp=emb&amp;realattid=ii_ksqwa04m0\" alt=\"image.gif\" width=\"48\" height=\"45\" \/><br \/>\nTAB Talks<br \/>\n\u8bb2\u5ea7\u4fe1\u606f<\/p>\n<p dir=\"ltr\">\u8bb2\u5ea7\u4e3b\u9898\uff1a<\/p>\n<p>\u901a\u8d27\u81a8\u80c0\u4e0e\u534e\u4eba\u517b\u8001\u89c4\u5212<\/p>\n<p dir=\"ltr\">\u7279\u9080\u5609\u5bbe:<\/p>\n<p dir=\"ltr\"><strong>William J. Roberts<\/strong>, TFS\u526f\u603b\u88c1,\u00a0 \u62e5\u6709\u4e8c\u5341\u591a\u5e74\u8d22\u5bcc\u7ba1\u7406\u7ecf\u9a8c.<\/p>\n<p dir=\"ltr\">Vice President\/Sr. Private Wealth Advisor, TFS. Bill started with Tomorrow&#8217;s Financial Services, Inc. in 1995 as a newly Registered Representative, and has moved up to his current role in the Management Team at TFS Wealth Management. Bill graduated from The University of Scranton with a dual degree in Management and Marketing, as well as a minor in Philosophy.<\/p>\n<h2><strong><strong>Matthew Downing<\/strong><\/strong><strong>, ALLIANZ \u5730\u533a\u526f\u603b\u88c1, \u4e8c\u5341\u591a\u5e74\u91d1\u878d\u517b\u8001\u670d\u52a1\u7684\u7ecf\u9a8c<\/strong><\/h2>\n<p dir=\"ltr\">Regional Vice President, Retirement Consultant (RVP-RC), Allianz. Matt markets products offered by Allianz. With more than 20 years of financial services industry experience, he guides financial professionals in creating retirement strategies that help clients meet their long-term financial objectives in a variety of market conditions.<\/p>\n<p>&nbsp;<\/p>\n<p dir=\"ltr\">Idea generator: <strong>\u6bdb\u65b0\u534e<\/strong>\uff0cTFS\u8d22\u52a1\u987e\u95ee\uff0c\u6ce8\u518c\u4f1a\u8ba1\u5e08, \u66fe\u5c31\u804c\u4e8eAXA (\u73b0\u5728\u7684EQUITABLE)\uff0cPrudential\uff0c Primerica\uff0c\u6cdb\u5b87\uff0c\u5fb7\u52e4\u4e2d\u56fd\u548c\u7f8e\u56fd.<\/p>\n<p dir=\"ltr\">\u8bb2\u5ea7\u7b80\u4ecb\uff1a<\/p>\n<ul>\n<li>\u7f8e\u56fd\u901a\u8d27\u81a8\u80c0\u7684\u8d8b\u52bf<\/li>\n<li>\u901a\u8d27\u81a8\u80c0\u5bf9\u4e2a\u4eba\u7406\u8d22\u5f71\u54cd<\/li>\n<li>\u534e\u4eba\u517b\u8001\u7b79\u5212\u5bf9\u7b56<\/li>\n<\/ul>\n<p dir=\"ltr\">\u8bb2\u5ea7\u65f6\u95f4\uff1a<\/p>\n<p dir=\"ltr\"><strong>8\u670828\u65e5 \u5468\u516d 8:00 PM (\u7f8e\u4e1c\u65f6\u95f4)<\/strong><\/p>\n<p dir=\"ltr\">\u5982\u4f55\u62a5\u540d\uff1a<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"CToWUd\" src=\"https:\/\/mail.google.com\/mail\/u\/1?ui=2&amp;ik=050b4efc89&amp;attid=0.2&amp;permmsgid=msg-a:r-941709590800946736&amp;th=17b7e411633321ef&amp;view=fimg&amp;sz=s0-l75-ft&amp;attbid=ANGjdJ9RgZXORu8k31W1mMryW8jIytxz3-msKG3tII7P6Q0Eb_MWzGhO29zcUOL1qFrNarMcjjD1TCOoOFDMiXNLWDjKEmSAsIJBhqFD1py64hsTwrYEaeBJa1ta8wk&amp;disp=emb&amp;realattid=ii_ksqwa04p1\" alt=\"image.gif\" width=\"43\" height=\"40\" \/><img decoding=\"async\" class=\"CToWUd a6T\" src=\"https:\/\/ci4.googleusercontent.com\/proxy\/St1nxz7wDwHVDPbJT7ILBFxdyhQJm9ONIAN3lM1YVnbeWE70ba5Rz7oU0V7VWVyIZrTDwJjerzdflxPpg5glZR4_EEuIWpBge21_wA3N_eGph2RGcnaF2xPdgQ7VjK4OhCtIou5duy05ZuMa6FpTfzTMbnYRlw1e3X0ErmIostRzsU3BDgnzxcLqdjovS29c_s-kWvs7IULhrl314xiFB9ycOQ9U1uVt6QPijLxpqScvpiI=s0-d-e1-ft#https:\/\/mmbiz.qpic.cn\/mmbiz_png\/PeZRlwzCrRx78IPFhZyahe0IfQ2icRnJRiaHYbHkyqHyhkgcskCQBhNWhVqRUt7gApC4ytjwKP39WWGKXXC2qLvw\/640?tp=webp&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1\" alt=\"\u56fe\u7247\" \/><\/p>\n<p><strong>\u8bc6\u522b\u4e8c\u7ef4\u7801<\/strong><strong>\u83b7\u5f97\u6d3b\u52a8zoom meeting \u94fe\u63a5<\/strong><\/p>\n<div><strong>\u3010\u91cd\u8981\u63d0\u9192\u3011\u6839\u636eEventbrite\u9690\u79c1\u653f\u7b56\uff0c\u62a5\u540d\u8bb2\u5ea7\u540e\u8bf7\u767b\u5f55Eventbrite\u8d26\u6237\u4ee5\u83b7\u5f97zoom\u94fe\u63a5\u3002<\/strong><\/p>\n<p dir=\"ltr\"><strong>\u8bb2\u5ea7\u5f55\u97f3\u548cslides\u4f1a\u53d1\u5e03\u5728THAA-Boston\u6821\u53cb\u9886\u82f1\u7fa4\uff08<a href=\"https:\/\/www.linkedin.com\/groups\/4043701\/\" target=\"_blank\">https:\/\/www.linkedin.com\/groups\/4043701\/<\/a>\uff09<\/strong><\/p>\n<p dir=\"ltr\"><strong>TAB Talks\u6b63\u5728\u62db\u52df\u4e3b\u8bb2\u4eba\uff01<\/strong><\/p>\n<p dir=\"ltr\">\u5982\u679c\u4f60\u6709\u6709\u8da3\u7684\u60f3\u6cd5\uff0c\u6df1\u523b\u7684\u884c\u4e1a\u6d1e\u5bdf\uff0c\u6216\u662f\u72ec\u7279\u7684\u4eba\u751f\u4f53\u9a8c\uff0c\u5982\u679c\u4f60\u671f\u5f85\u4e00\u4e2a\u5206\u4eab\u4e0e\u4ea4\u6d41\u7684\u5e73\u53f0\uff0c\u6b22\u8fce\u52a0\u5165TAB Talks \u793e\u533a\u7533\u8bf7\u6210\u4e3aTAB Talks\u4e3b\u8bb2\u4eba\u3002\u70b9\u51fb\u4e0b\u65b9\u9605\u8bfb\u539f\u6587\uff0c\u6211\u4eec\u671f\u5f85\u8046\u542c\u4f60\u7684\u5206\u4eab\uff01<\/p>\n<p><strong>\u611f\u8c22\u8d5e\u52a9\u5546<\/strong><br \/>\n<img decoding=\"async\" class=\"CToWUd a6T\" src=\"https:\/\/ci4.googleusercontent.com\/proxy\/D-v6S6G8CylWCy6TV6Q6OktTFKQzJgd3M6OcL3s9hGw5_7J6ZWu5mTYlqnq7ybP1aBUKbW9D9Pd7lE_fwRUqVP6rCtk7Vw2hSFvnhkJeIuik24-UVIWIpc1t5OohRs3-QUOAi-muoT10-BGLpFSVFTpYgv2mzIQrIL0J9oozAPLktvhO3d4BRUYvwcHSoeDfGl8Mc2K4GreFoT5APAeA9KAYvfli64OSiBH1_7LtTDZ6PTtu=s0-d-e1-ft#https:\/\/mmbiz.qpic.cn\/mmbiz_png\/PeZRlwzCrRyDAqhka9RHrhqJLvTSl3TkviboRuPZyxWc959WMe9N7Y76LeBZELLxrfjic3pPpy1GnNfoIlyeicJww\/640?tp=webp&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1\" alt=\"\u56fe\u7247\" \/><\/p>\n<p dir=\"ltr\"><strong>\u5173\u4e8eTHAA_Boston<\/strong><\/p>\n<p dir=\"ltr\">1976\u5e74\uff0c\u6ce2\u58eb\u987f\u6e05\u534e\u6821\u53cb\u4f1a(THAA_Boston)\u6210\u7acb\u3002\u81ea\u6210\u7acb\u4ee5\u6765\uff0c\u6821\u53cb\u4f1a\u4e00\u76f4\u81f4\u529b\u4e8e\u670d\u52a1\u5728\u6ce2\u58eb\u987f\u5730\u533a\u5b66\u4e60\u3001\u5de5\u4f5c\u548c\u751f\u6d3b\u7684\u6e05\u534e\u6821\u53cb\uff08\u5305\u62ec\u5317\u4eac\u6e05\u534e\u5927\u5b66\u548c\u65b0\u7af9\u56fd\u7acb\u6e05\u534e\u5927\u5b66\uff09\u3002\u6797\u5bb6\u7fd8\u3001\u674e\u8bd7\u9896\u7b49\u8457\u540d\u534e\u4eba\u79d1\u5b66\u5bb6\u90fd\u5148\u540e\u62c5\u4efb\u8fc7\u6821\u53cb\u4f1a\u4f1a\u957f\u30022010\u5e74\uff0c\u6ce2\u58eb\u987f\u6e05\u534e\u6821\u53cb\u4f1a\u5728\u7f8e\u56fd\u9a6c\u8428\u8bf8\u585e\u5dde\u6b63\u5f0f\u6ce8\u518c\u4e3a\u975e\u76c8\u5229\u3001\u975e\u5b97\u6559\u3001\u975e\u653f\u6cbb\u7ec4\u7ec7\u30022011\u5e74\uff0c\u6ce2\u58eb\u987f\u6e05\u534e\u6821\u53cb\u4f1a\u5f97\u5230\u7f8e\u56fd\u8054\u90a6\u653f\u5e9c\u6279\u51c6\uff0c\u88ab\u8ba4\u5b9a\u4e3a\u7b26\u5408501(c)(3)\u514d\u7a0e\u6761\u6b3e\u7684\u516c\u5171\u6148\u5584\u673a\u6784(Public Charity)\u3002\u6ce2\u58eb\u987f\u5730\u533a\u73b0\u6709\u7ea62000\u540d\u6e05\u534e\u6821\u53cb\uff0c \u5206\u5e03\u5728\u5b66\u672f\u3001\u6559\u80b2\u3001\u751f\u7269\u3001\u5236\u836f\u3001\u7535\u5b50\u3001\u4fe1\u606f\u3001\u91d1\u878d\u670d\u52a1\u3001\u5efa\u7b51\u8bbe\u8ba1\u3001\u6cd5\u5f8b\u670d\u52a1\u7b49\u591a\u4e2a\u884c\u4e1a\u3002<\/p>\n<p dir=\"ltr\">\u6ce2\u58eb\u987f\u6e05\u534e\u6821\u53cb\u4f1a\u7684\u5b97\u65e8\u662f\uff1a\u8054\u8c0a\u4e0e\u4e92\u52a9\uff0c\u804c\u4e1a\u6210\u957f\u4e0e\u53d1\u5c55\uff0c\u56de\u9988\u6bcd\u6821\u4e0e\u793e\u4f1a\u3002<\/p>\n<p dir=\"ltr\">\u5b98\u65b9\u7f51\u7ad9\uff1a<a href=\"https:\/\/tsinghua-boston.org\/wp-based\/\" target=\"_blank\">https:\/\/tsinghua-boston.org\/wp-based\/<\/a><\/p>\n<p dir=\"ltr\"><img decoding=\"async\" class=\"CToWUd a6T\" src=\"https:\/\/ci4.googleusercontent.com\/proxy\/7tdUDSOJ9eijf-1NY55UMfwuCEMF26oWPym2X6eTN0Uf6UdaLXFFKJHQr3bshX2cBI8XYPxjtitvBBqek8ZvVrr7fyUoF6traxXl9ePy3TIvNvFro9ZZQV3VQEHEr5yr0m7THc6fz7zLCCT62S9q4JQx_QoC_Bogn6msAtMyO7LvRcefNbc3kWwqypRPCNMmHe2dUHRZ_jNjCLhAhvQfb48YngA_FuA6MIW58BTNWeN2ibEE=s0-d-e1-ft#https:\/\/mmbiz.qpic.cn\/mmbiz_jpg\/PeZRlwzCrRw0fAnAGgHa60TCDSRv3ZyOZS2RCzJ5n2vo6NicVWfzUdLg6Qx9TTsdZ01VY6SGbrTt8WibibNafqHJw\/640?tp=webp&amp;wxfrom=5&amp;wx_lazy=1&amp;wx_co=1\" alt=\"\u56fe\u7247\" width=\"49%\" \/><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u6700\u8fd1\u4e00\u6bb5\u65f6\u95f4\u7f8e\u56fd\u901a\u8d27\u81a8\u80c0\u5c45\u9ad8\u4e0d\u4e0b\uff0c\u5b83\u5bf9\u4eba\u4eec\u7684\u7ecf\u6d4e\u751f\u6d3b\u548c\u6295\u8d44\u9020\u6210\u54ea\u4e9b\u5f71\u54cd\uff0c\u53c8\u6709\u54ea\u4e9b\u5c1a\u672a\u663e\u73b0\u7684\u540e\u679c\u3002\u5bf9\u4e8e\u53ef\u80fd\u6301\u7eed\u5b58\u5728\u7684\u9ad8\u901a\u80c0\u73af\u5883\uff0c\u7f8e\u8054\u50a8\u4f1a\u600e\u6837\u5bf9\u8d27\u5e01\u653f\u7b56\u8fdb\u884c\u8c03\u6574\uff0c\u5728\u7f8e\u534e\u4eba\u53c8\u5e94\u8be5\u600e\u6837\u8c03\u6574\u81ea\u5df1\u7684\u6295\u8d44\u53ca\u751f\u6d3b\u7406\u8d22\uff0c\u4fdd\u8bc1\u81ea\u5df1\u672a\u6765\u7684\u517b\u8001\u6536\u76ca\u3002\u6211\u4eec\u6709\u5e78\u9080\u8bf7\u5230TFS\u526f\u603b\u88c1William\u548cAllianz\u5730\u533a\u526f\u603b\u88c1\u7684Matt\u7ed9\u5927\u5bb6\u5206\u4eab\u901a\u8d27\u81a8\u80c0\u4e0b\u7684\u517b\u8001\u7b79\u5212\u3002<\/p>\n","protected":false},"author":658,"featured_media":2902,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-3118","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thaaevents"],"_links":{"self":[{"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/posts\/3118","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/users\/658"}],"replies":[{"embeddable":true,"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/comments?post=3118"}],"version-history":[{"count":1,"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/posts\/3118\/revisions"}],"predecessor-version":[{"id":3119,"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/posts\/3118\/revisions\/3119"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/media\/2902"}],"wp:attachment":[{"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/media?parent=3118"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/categories?post=3118"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tsinghua-boston.org\/wp-based\/wp-json\/wp\/v2\/tags?post=3118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}