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2014 CIE/USA-DFW Retirement Planning for Technical Professionals Seminar

The goal of this seminar is to discuss the retirement planning especially tailored for technical professionals. Often, technical professionals are not thinking ahead for their retirement planning, this seminar will provide effective suggestions from three aspects from the experts. The seminar will cover the professional development, financial planning and healthcare. The seminar is not only for retired professionals, but also for professionals who would like to learn more about the planning prior the retirement.

Schedule

November 15 (Saturday), 1:00 – 4:00 pm
@ DFW Excellerator, 1201 International Pkwy #200, Richardson, TX 75081

12:30 – 1:00 pm: Registration and networking
1:00 – 1:10 pm: Opening Remark
1:10 – 1:40 pm: Speaker 1: Faa-Ching Wang, Ph.D.
1:40 – 2:10 pm: Speaker 2: Harry C. Loftus, CFP®
2:10 – 2:40 pm: Speaker 3: Narcisa Dusa, MD
2:40 – 2:50 pm: Break and networking
2:50 – 3:50 pm: Panel Discussion
3:50 – 4:00 pm: Closing Remark

Speaker Profiles

Faa-Ching Wang, PhD
Retired Business Unit General Manager, Texas Instruments

 

For the past 31 years, Dr. Faa-Ching Wang has made exemplary contributions to the engineering profession and semiconductor industry. Subsequent to the recent retirement this year from Texas Instruments, Dr. Wang joined the Board of Directors of a private company responsible for the company’s restructuring activities and direction setting.
While in Texas Instruments (TI), as General Manager of worldwide printer head business unit, Dr. Wang was responsible for the general worldwide management of the company’s printer head integrated circuit business group. His responsibilities cover the full scope of business activities from marketing, customer relationships and new technology/product development to factory manufacturing operation and supply chain management of six factories located around the world. Prior to the business assignment, Dr. Wang worked in operation which he contributed to 4 advanced wafer fab start-ups and served as wafer fab manager of two TI advanced wafer fabs. Prior to TI, Dr. Wang was the Director of Crystal Engineering/QA of Ethyl Corporation. Prior to this, Dr. Wang was a Member of the Technical Staff of the Hewlett-Packard Company.
Faa-Ching earned his Ph.D. in Materials Science and Engineering from Stanford University. He received a Master’s degree in Physics from the University of Pittsburgh, and a Bachelor’s degree in Physics from National Central University in Taiwan.
Dr. Wang holds four U.S. patents and five invention disclosures, and is the author of 39 articles published in a variety of technical publications. He is the recipient of the 2009 Asian American Engineering of the Year Award, National Engineering Week Foundation and Chinese Institute of Engineering/USA, and the recipient of the 1999 National Asian American Corporate Achievement Award, Organization of Chinese Association. Dr. Wang is also awarded a Certificate of Appreciation for Outstanding Community Service from City of Richardson, Texas in 2014.

Harry C. Loftus, CFP®, Senior Vice President – Wealth Management
Wealth Management Advisor, Merrill Lynch Wealth Management

 

Harry has been in the financial services industry since 1987 and joined Merrill Lynch in 1993. His focus is on developing strategies and recommendations for high-net-worth individuals and their families to help them meet their short-and long-term financial goals including retirement.
Harry’s approach to wealth management is consultative, objective and committed to excellence. He prides himself on his ability to listen to and interpret clients ideas about their financial situations, preferences and goals. He then uses the vast resources of Merrill Lynch to help those clients explore a wide range of possible solutions based upon their risk tolerance, time horizon, liquidity needs, and overall investment goals. He offers recommendations for asset allocations designed to accurately reflect each clients income and growth expectations.
Harry holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc. Harry is a graduate of the University of Maryland, College Park with a B.A. in Economics. Harry’s interests include art and behavioral economics as well as health and fitness. He and his wife, Andrea, live in Allen Texas with their daughter Alexandra.

Narcisa Dusa, MD
Internal Medicine/Care Exceeding Expectations!

 

Dr. Dusa is committed to long term comprehensive quality healthcare and prevention. She is prepared to meet a broad range of adult health care needs. She emphasizes on preventive medicine and takes an active role in maintaining her patients good health. Her patients are coming from all of North Texas. Dr. Dusa’s office specializes in the care of patients 16 years of age and older. She has special interest in Hypertension, Diabetes Mellitus, Hypercholesterolemia and Women’s Health. She is Board Certified in Internal Medicine. In office care, she and her staff provide a range of diagnostic procedures right in the office including: ankle brachial index testing, holter monitoring, echocardiography and EKG. For hospital care, Dr. Dusa has admitting privileges at Texas Health Presbyterian PlanoLifecare Hospitals of Plano and provide personal care for patients when hospitalized. She believes that her care will exceed your expectations!

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