Invest Offshore - 402(b) Trustee's Annual Review - Invitation

Published: Sun, 12/08/13

Hi

Invitation to a Retirement Planning Workshop

You are invited to attend this years 402(b) Trustee's a nnual review meeting in Hong Kong from 10am - 4pm on 6th and 7th of January. 


The Trustees along with their U.S. and Hong Kong Tax Counsels have agreed to receiving you for a personal and confidential meeting that would accommodate your schedule when you can be available on a date from the 6th Through the 14th of January 2014.

We have also arranged with an IRS Enrolled Agent (highest credential the IRS awards) and the investment platform representative to give you their scheduling priority should you be able to join us at any point during that week.

Please reply to this message if you're interested to attend this meeting in Hong Kong.

Warm regards,
Aaron

P.S. Please find attached a comparison chart: APT vs. the 402(b).