Speaker： Dr. Owen Chen｜VP, Fidelity Investments
Date: Saturday, March 8, 2025, 9:30am – 10:50am
Location: Room 2606, Panther Creek High School (6770 McCrimmon Pkwy, Cary, NC 27519)
Dr. Owen Chen will share some insights on how rich Americans save and invest to realize a financial freedom future without a tax burden
Key Topics Covered:
🔹 Wealth Management Essentials: Stocks, bonds, mutual funds, index funds, ETFs, derivatives etc.
🔹 Tax-Advantaged Investment Vehicles: 401(k), Roth IRA, 403(b), 529 plans, & HSAs.
🔹 Maximizing Profits, Minimizing Risks: Strategies for balancing growth and security.
🔹 American Saving and Wealth Insights.
🔹 Ready for a Financial Freedom: How is your financial wealth stacking up with mid and upper class Americans?
About the Speaker:
Dr. Owen Chen is a Vice President at Fidelity Investments, the world’s largest investment and wealth management firm. Graduated from MIT, Dr. Chen has had a long career in the financial industry, specializing on the applications of artificial intelligence and optimizations to the financial industry. Dr. Chen is also a community volunteer, serving CAFA, CASTNC, and Cary Chinese School.
旅美科技协会北卡分会讲座 – 财富自由进阶之路：如何利用投资实现财务自由的未来
嘉宾： 陈剑文博士 | Fidelity Investments 副总裁
日期：2025 年 3 月 8 日，星期六，上午 9:30 – 10:50
地点：Room 2606, Panther Creek High School (6770 McCrimmon Pkwy, Cary, NC 27519)
陈剑文博士将分享一些投资与理财的秘密与趋势。看看美国富人如何储蓄和投资以实现财务自由未来。
· 财富管理的基本概念：股票、债券、共同基金、指数基金、目标日期基金、ETF、衍生品等。
· 免税投资渠道及其优势：401(k), Roth 401(k), IRA, Roth IRA, 403b, 529, HSA
· 如何最大化利用企业福利提升财富积累？
· 投资管理技巧：如何实现利润最大化，风险最小化？
· 美国各年龄层的储蓄与财富状况揭秘
· 你的财务自由之路：与美国中产阶级的比较
陈剑文博士现任Fidelity Investments 副总裁。 Fidelity Investments 是世界上最大的投资与财富管理集团。 陈剑文博士毕业于麻省理工学院，长期在金融投资界任职。陈剑文博士热心社区服务，曾任华联(CAFA)董事会主席。现任北卡科技协会（CASTNC）董事长。
【特别说明】这是公益性的讲座，无任何产品或商业推广， 陈剑文博士与大家讨论并发表个人观点，不构成具体投资建议。投资有风险，参会即视为同意承担责任。
This is a free public event – but seats are limited. Please register below. 活动座位有限，请注册：