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ACCS New York Life Insurance Company Seminar Workshop 保护资产,控制成本,降低风险讲座

  • 11 Feb 2016
  • 5:30 PM - 8:30 PM
  • Pacific Palms Resort 1 Industry Hills Pkwy City of Industry, CA 91744


  • Member Free Admission
  • Non-Members

Registration is closed



New York Life Insurance Addressing the Six Key Areas of Capital   

Accumulation and Protection

       DATE: Thursday, Feb. 11th, 2016  

       TIME: 5:30PM – 8:30PM  

       LOCATION: Pacific Palms Resort

                             1 Industry Hills Pkwy
Colonial Room on the 2nd floor, above the lobby 
City of Industry, CA 91744     



Alan Chew, J.D., CPA, CLU®, ChFC®

Corporate Vice President, Advanced Planning Executive Advisor of New York Life


Woodrow W. Clark II MA3, PhD  伍德罗 克拉克

Qualitative Economist 定性经济学家


       Dinner供晚餐) will be provided. Attendance is limited.


            Seminar Workshop and Sales Presentation

Sponsored By: American-Chinese CEO Society


美国纽约人寿保险公司(New York Life Insurance) 于1845年创立于纽约市,是美国最大的保险和理财服务机构之一,也是《财富》500强之一             

Informational workshop, designed specifically to address the six key areas to accumulate and protect your capital effectively. 

What you will learn:

·        How to:

o   increase asset protection,

o   reduce income tax liability,

o   enhance retirement planning,

o   decrease capital risk,

o   protect income, and

o   reduce estate cost. 

·        How to use a checklist to analyze your current plan.

Speaker: Alan Chew, J.D., CPA, CLU®, ChFC®

Corporate Vice President, Advanced Planning Executive Advisor  

Alan has worked in the financial services industry since 1995.  Prior to joining New York Life Insurance Company, Alan worked as a public auditor for KPMG, a senior tax accountant with a local CPA firm in New Jersey, a law clerk to judges at the U.S. Merit Systems Protection Board in Dallas, and in the legal department for JCPenney.    Alan joined The Nautilus Group, a service of New York Life Insurance Company, in 2004 where he served as a Case Development Consultant providing estate and business planning and tax planning strategies for approximately 200 top producing agents of the company.  In 2009, Alan joined the Advanced Planning Group.  Besides providing estate planning, business succession planning and tax strategies to the company’s general agents, one of Alan’s current responsibilities involves servicing the agents with clients that are affiliated with the Chinese Cultural Market. Alan became a life insurance agent with New York Life in 2010 and qualified for MDRT* and President’s Council in his first year as an agent.  He also was the 2010 Life Paid FYC leader for new agents.  In 2011, Alan rejoined the Advanced Planning Group as a Corporate Vice President, Advanced Planning Executive Advisor, serving and supporting the U.S. Chinese Cultural Markets. Alan holds a B.B.A. with Honors and a Master’s in Professional Accounting from The University of Texas at Austin, and a Juris Doctor, graduating cum laude, from Southern Methodist University.    Alan is fluent in Mandarin and other Chinese dialects

Jenny Kao                      Arica Ohanisian

CA Ins. #0D58867        CA Ins. #0I40094

Agents, New York Life Insurance Company

简介 Woodrow W. Clark II MA3, PhD  伍德罗 克拉克  
3个硕士学位,1个博士学位 Qualitative Economist 定性 经济学家 ,


克拉克是一位全球认可和尊重的专家、作者、演说家, 同时也是针对全球和地方性的气候变化解决方案的咨询顾问。他主 要倡导智能绿色社区的经济。在1990年代,他是加州大学和美国能 源部的劳伦斯利物莫国家实验室(LLNL)技术转让战略计划的经理。在劳伦斯利物莫国 家实验室时,克拉克是联合国气候变化的政府间小组(IPCC)的其中一位特约科学家和 专家。IPCC曾经在2007年获得诺贝尔和平奖。    克拉克目前的工作是利用公众政策,科技和他们的经济金融方法来反馈政府和商业的气候 变化。2004年他建立了克拉克战略合作伙伴(CSP),目前正在管理。CSP是一个全球性 的环境和可再生能源咨询公司,通过他的政治经济专长来指导,提供建议和实施公众和私 人的项目,从而推进可持续和智能社区,以及高校、大学、购物商场、办公大楼和电影制 片厂。2014年,在1980年代他的大众媒体背景基础上,他建立了克拉克大众传媒公司 (CM2C),CM2C专门从事纪录片,教育和影响性的社会问题。   克拉克在伊利诺伊州的不同大学获得了三个硕士学位,在加州大学伯克利分校获得了他的 博士学位。他已经出版了十一本书和70多篇期刊论文,都是反映出他对全球可持续社区的 顾虑。最新撰写和编辑的书包括《新经济学》(Springer, 2012)和《全球可持续社区手册》 (Elsevier, 2014)。他最新和格兰特库克共同撰写的书是《绿色工业革命》(Elsevier, 2014)、《中国绿色工业革命》(中文版,2015)和《智能绿色城市》(Gower, 2015)。 他正在计划一本关于岛国的书(出版社未定),以及更新《智能能源社区》(Elsevier) 和《定性经济学》(Elsevier)。   克拉克同时也活跃于学术界、非盈利组织和政府。他最新的教学职位是美国和中国的研究 生课程。从2012年刀2014年,他是加州大学洛杉矶分校中跨学科学习的学术专家。从1999 年到2000年,他是丹麦奥尔堡大学中科学、技术和创业的客座教授,同时也是那里1994年 的富布赖特基金会会员。2000年到2003年,他担任富布赖特学会的科技主任,同时是加州 州长格雷戴维斯的高级顾问,针对可再生能源,新兴科技和金融。最近他是公民监督委员 会主席,服务于公立学校债券基金(334百万美金),用来重建和更新加州比佛利山庄的 公立学校。他目前和妻子以及七岁的儿子生活在比佛利山庄。 

Woodrow W. Clark II
MA3, PhD  Qualitative Economist 

Clark is a globally recognized and respected expert, author, lecturer, public speaker and consultant on the global and local solutions to climate change. His core advocacy is in the economics for smart green communities. During the 1990s he was Manager of Strategic Planning for Technology Transfer at Lawrence Livermore National Laboratory (LLNL) for the University of California and the U.S. Department of Energy. While at LLNL he served as one of the contributing scientists and experts to the work of the United Nations Intergovernmental Panel on Climate Change (IPCC), which was awarded the 2007 Nobel Peace Prize.  His current work generates responses to climate change from governments and businesses, using public policy, science and technology, and their economics and finance methods. In 2004 he founded, and now manages, Clark Strategic Partners (CSP), a global environmental and renewable energy consulting firm using his political-economic expertise to guide, advise and implement public and private projects advancing sustainable, smart communities as well as colleges and universities, shopping malls, office buildings and film studios. In 2014, building on his mass media background (1980s), he founded Clark Mass Media Company (CM2C), which specializes in documentary, education and dramatic social issues.   Clark earned three masters degrees from different universities in Illinois and his Ph.D. at University of California, Berkeley. He has published eleven books and 70+ peer-reviewed articles, which reflect his concern for global sustainable communities. Recent authored and edited books are The Next Economics (Springer, 2012) and Global Sustainable Communities Handbook (Elsevier, 2014). His latest coauthored books, with Grant Cooke, are The Green Industrial Revolution (Elsevier, 2014), China’s Green Industrial Revolution (in Mandarin, 2015) and Smart Green Cities (Gower, 2015). He plans a book on Island Nations (publisher not decided) and updates on Agile Energy Systems (Elsevier) and Qualitative Economics (Elsevier).  Clark also served in academic, nonprofit organizations and government. His most recent teaching positions were graduate courses in the USA and China. From 2012-2014, he was an Academic Specialist in Cross-Disciplinary Studies at UCLA, and from 1999-2000 he was a Visiting Professor of Science, Technology and Entrepreneurship at Aalborg University, Denmark, where he was also a Fulbright Fellow in 1994. He served as a Director of the Fulbright Academy for Science and Technology and was Senior Advisor to California Governor Gray Davis from 2000-2003 for Renewable Energy, Emerging Technologies and Finance. Recently he was Chair of the Citizens Oversight Committee for the public school bond funds ($334 million) to remodel and update public schools in Beverly Hills, CA where he lives now with his wife and seven year old son.. 

参考网站: www.clarkstrategicpartners.net

Chinese New Year Message from ACCS:


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