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OCTOBER 2017 SEMINAR
THOUGHTS ON CAREER & ESSENTIAL FINANCIAL PLANNING FOR WORKING PROFESSIONALS
Speaker: Min-Chieh Ho, PHD (何明潔)
Date: Oct 19th, 2017
Location: ITRI Int’l Inc. 2870 Zanker Road, Suite 140, San Jose, CA 95134
Time: 6:30 pm, Registration & Network (Light dinner provided); 7:00 pm, Program
Cost: $5 for TAITA Members & Students, $10 for non-members (RSVP here on Eventbrite)
Contact: Kai-Chieh Chang at 412-4275563 or email: firstname.lastname@example.org
In efforts of optimizing our assets, we’d need to address several key areas in order to maximize, protect, and properly direct our assets. These areas includes: income protection, capital risk management, liability risk management, income tax planning, retirement planning, and estate planning — these are all important topics within the scope of financial planning.
I’d like to talk about financial planning with a focus on younger families. More specifically, we’ll discuss good long-term investment strategies (e.g. specific examples or data that support asset allocation and diversification), different types of insurances and their purposes (e.g. umbrella, life, long-term care, also group vs individual plans), education funding (e.g. 529), and most importantly, living trust (what’s its purpose and why it’s important for everyone of us).
I’d also share a bit about my personal story — why I switched career, what I like and don’t like about being an insurance agent, and a few lessons learned in this business. Hopefully this can provide some food for thoughts in case you’re thinking about career switching as well.
Min-Chieh Ho (何明潔) received her BS from National Taiwan University, and MS & PhD from Stanford University, all in Electrical Engineering. She worked on airborne ultrasonic MEMS transducers in harsh environment for her PhD thesis, from finite element simulation, clean room processes, to device characterization and system design.
As a graduate student, Min-Chieh was always more than ‘double-minded’. During her PhD days, she accumulated quite a lot of experiences in house buying, selling, renting, and renovating, to the extend that her friends thought she’d become a real estate agent. At some point in time she also explored the possibility of going into management consulting, and still until today she wants to find time and dive into the world of Chinese Medicine. She also tried out two different insurance companies before settling — now she is an agent and registered rep with New York Life.
Min-Chieh is also a mom of two crazy boys. And she believes that even though life is already a blessing, tomorrow can always be better (with proper planning) :p.
SEPTEMBER 2017 SEMINAR
STARTUP FUNDAMENTALS #1: DOING A STARTUP RIGHT
Date: Wednesday, September 13, 2017
Time: 6 PM to 9 PM
Location: 1117 California Ave Suite 200 Palo Alto, CA 94304
Interested in building your own startup? TAITA is co-hosting a series of 3 sessions for startup founders, startup executives, entrepreneurs, innovators and developers to learn what it takes to start their own business. Our first speaker is Roger Rappoport, a Harvard-trained lawyer, tech professional and leader of Procopio’s Emerging Growth and Technology Practice Group. Dinner, refreshment, and a comprehensive printed workbook will be provided. RSVP now!
Besides building and selling a product, entrepreneurs need to worry about many other things:
– How to form a company
– How to hire the right people
– How to compensate the team
– How to split the pie with the cofounders and the team members
– How much equity to give investors and at what valuation
– How to raise money and under what terms
– And many more
Often times these issues seem overwhelming, and traps for the unwary or uninformed are numerous.
However, successfully avoiding the most common pitfalls can make a significant difference:
– as to whether or not your startup is fundable
– the sources and types of capital that you will attract
– who controls the company
– how much you will make upon exit
– and your startups overall likelihood of success.
In this first segment of the Startup Fundamentals series, Roger Rappoport, a partner and leader of the Emerging Growth & Technology practice at Procopio, a respected law firm in Silicon Valley, will conduct an interactive, informative session with great take away materials and actionable items.
Startup issues that will be covered in this workshop (among others):
• choices in entity selection;
• creating an appropriate capitalization table;
• co-founders vs early employees (should they be treated differently?);
• appropriate allocations of founders’ stock (including Series FF Preferred Stock) between founders and vesting, repurchase rights and rights of first refusal;
• determining if and when it is appropriate to obtain proxies from co-founders/early employees;
• stock allocation for employees, consultants, board and advisory board members, and the perils of Section 409A under the Internal Revenue Code when granting options;
• when milestone based vesting, as opposed to time based vesting, is appropriate;
• the assignment of intellectual property, and ensuring that all IP created belongs to the company;
• executing employment/consulting agreements; and
• the value of developing an intellectual property strategy early on.
Roger Rappoport is the leader of Procopio’s Emerging Growth and Technology Practice Group. He has extensive experiencein advising startup and emerging growth companies in the information technology, telecommunications, life sciences and cleantech industries. Roger is a frequent speaker and panelist on topics and issues related to the development and implementation of a company’s formation and funding strategy and he advises and helps negotiate a company’s seed, angel and venture capital round of financing. Before attending Harvard law school, he was the founder of a technology company for 10 years.