Showing results by author "规划师陈先生" in All Categories
1 - 3 of 3 results
-
-
美国理财顾问实战手册
- By: 规划师陈先生
- Original Recording
-
Overall0 out of 5 stars 0
-
Performance0 out of 5 stars 0
-
Story0 out of 5 stars 0
这是为身处美国的中文理财顾问、RIA、CPA、EA、保险经纪与一切“财富相关专业人士”量身打造的深度播客。节目由持牌税务与投资顾问——亲自主理，围绕 **“实战、合规、增长”** 三大关键词，拆解从业者每天都在头疼的问题： * **合规与监管**：SEC / FINRA 最新动向、CFP® 伦理标准落地、广告规则与社媒红线。 * **高净值客户策略**：跨州税务筹划、家族信托、私募与另类投资配置、第二代创业者财富传承。 * **科技赋能**：AI × 理财顾问工作流，...
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.Add to basket failed.
Please try again laterAdd to Wish List failed.
Please try again laterRemove from Wish List failed.
Please try again laterFollow podcast failed
Unfollow podcast failed
-
-
-
美国法律安心手册
- By: 规划师陈先生
- Original Recording
-
Overall0 out of 5 stars 0
-
Performance0 out of 5 stars 0
-
Story0 out of 5 stars 0
聚焦美国移民、税务、资产规划和日常法律问题，让您安心掌握美国生活的法律智慧，生活幸福美满！
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.Add to basket failed.
Please try again laterAdd to Wish List failed.
Please try again laterRemove from Wish List failed.
Please try again laterFollow podcast failed
Unfollow podcast failed
-
-
-
美国育儿面面观
- By: 规划师陈先生
- Original Recording
-
Overall0 out of 5 stars 0
-
Performance0 out of 5 stars 0
-
Story0 out of 5 stars 0
探索美国育儿的多元面貌，助您在文化交融中找到育儿之道。
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.Add to basket failed.
Please try again laterAdd to Wish List failed.
Please try again laterRemove from Wish List failed.
Please try again laterFollow podcast failed
Unfollow podcast failed
-