• Brown Bag Series: Thursday, March 29, 2007 - 12:00PM to 02:00PM
    Docomo 3240 Hillview Avenue
    Palo Alto, CA 94304
    Main Event Series

Brown Bag Series:



  • Presenter

    Helen Hou Hou Financial Group


    "So You Are Ready to Offer Benefits"

    As success comes to a startup the new company begins to grow and the need to retain employees and keep them satisfied comes to the forefront. This presentation looks at the various benefit options available to startups to provide for their employees in their rapidly growing business. Our presenter Helen Hou, a highly accomplished financial advisor and business benefit specialist, will be facilitating a two part series of workshops to educate startups on what types of benefit packages would best suit their needs. In addition to the workshop on beginning benefits Helen Hou will also conduct a presentation on how to keep “key employees” content in a world where highly skilled individuals are in great demand. Part two in Helen’s series is aimed towards more mature companies and will focus on more in-depth benefits that will be necessary to keep your “key employees” fulfilled and possibly lure great candidates to your successful business.



    About the Speaker

    Helen Hou, Hou Financial Group

    • Financial Advisor and Business Benefit Specialist
    • M.S. Degree in Finance, LUTCF and Bachelor’s Degree in Business and Taxation
    • Board member of NAIFA-Silicon Valley (National Association of Insurance and Financial Advisors).
    • CFP (Certified Financial Planner) candidate since Dec.2004.

    For business customers, I offer overall evaluation, and find creative solutions based on their needs and budget. I actively help them review and compare plans and offer the best choices. I combine the best selections of products together from major financial and insurance companies to bring forth the ideal package for them. I also provide special advanced planning for key executives to help them optimize income stream and tax strategies that fit into their individual needs. In addition, I host complementary educational financial seminars at employer’s site and offer free financial planning for all the employees and their households.




    3240 Hillview Avenue

    Palo Alto, CA 94304


    12:00pm-2:00pm Program



    (Refreshments included; NOT lunch, please bring your own!)

    $20 SDForum Members

    $30 Non-SDForum members