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地产投资与财富分享会 将于10月18日在凤凰城举行

  • Writer: Nextweekly壹週報
    Nextweekly壹週報
  • 1 day ago
  • 2 min read

----Dr. Win Realty 特邀美银美林高级顾问何莉君博士 解析资本市场与房地产趋势


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由 Dr. Win Realty 主办的《地产投资与财富分享会(Capital Market & Real Estate Outlook)》将于 2025年10月18日(星期六)下午1时至3时 在 2345 E. Thomas Rd #400, Phoenix, AZ 85016 举行,诚邀亚利桑那各界人士踊跃参加。


本次讲座特别邀请到 美国银行美林证券(Bank of America Merrill Lynch)高级财富顾问及投资组合顾问:何莉君博士(Lijun He, Ph.D.) 担任主讲嘉宾。何博士在高净值人群的财富规划、资产配置、信托管理与慈善咨询等领域拥有丰富经验。她于2015年获得美国印第安纳大学博士学位,并在多家亚太地区非营利机构担任理事。


在全球经济波动与利率变化的当下,投资者格外关注市场走向。何博士将在分享会上深入探讨以下议题:

  • 牛市是否即将结束? Is the bull market over yet?

  • 当前股市的热门板块 What sectors are trending in the stock market?

  • 税务优化下的地产融资策略 How to finance real estate in tax-smart ways

  • 凤凰城房地产市场最新趋势与洞察 Phoenix Real Estate Market Trends & Insights


欢迎社区朋友一同参与,聆听专业顾问的市场洞察,掌握投资新趋势,让您的财富与地产投资更具前瞻与智慧!


📧 预约方式: 请于 10月16日前 电邮至 drwinrealty@gmail.com 登记席位。

名额有限,欢迎关注资本市场与房地产发展的朋友踊跃参与。

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Capital Market & Real Estate Outlook Seminar to Be Held in Phoenix on October 18


Dr. Win Realty will host a special Capital Market & Real Estate Outlook seminar on Saturday, October 18, 2025, from 1:00 PM to 3:00 PM at 2345 E. Thomas Rd #400, Phoenix, AZ 85016.


The featured speaker, Dr. Lijun He, is a Senior Wealth Management Advisor and Senior Portfolio Advisor at Bank of America Merrill Lynch. Dr. He specializes in wealth planning, asset allocation, trust management, and philanthropic consulting for high-net-worth clients. She earned her Ph.D. from Indiana University in 2015 and serves on the boards of several nonprofit organizations in the Asia-Pacific region.


Topics include:

• Is the bull market over yet?

• What sectors are trending in the stock market?

• How to finance real estate in tax-smart ways

• Phoenix Real Estate Market Trends & Insights


This event offers valuable insights for investors and community members interested in building smart, forward-looking strategies for both capital markets and real estate.


📧 RSVP by October 16: drwinrealty@gmail.com


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