Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is a Succession Program Director at Value Growth Institute. Before her starting her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three award-winning books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Dr. Chien is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University.
Explore the complexities of US real estate investment for non-US persons. This detailed analysis navigates legal intricacies, tax obligations, and strategic planning for global investors. Gain insights into FIRPTA, estate, and gift tax considerations, and learn comprehensive strategies to optimize cross-border real estate investments and wealth management.
Mental health is a factor in making a financial decision. Making financial decisions based solely on mathematical calculations of costs and savings is not always the most prudent choice if the risk to one’s mental health is too great to justify the savings. The article uses a real-world example to demonstrate how the analysis might be done to determine the best course of action.
In the lifecycle of financial planning, coaching and counseling are similar in approach but serve different purposes. Dr. Chien talked with coaching experts Saundra Davis who helps us see how financial planning practitioners can improve their practices and service to clients with specialty services.
Unintentional client shaming can result from thoughtless word choices and body language during financial counseling and may damage the client-advisor relationship. A clinical psychologist offers advice on how to avoid shaming.
Award Winner in the Business: Personal Finance/Investing category of the 2020 Best Book Awards sponsored by American Book Fest.
CHARLOTTE – Value Growth Institute is pleased to announce, Dr. Chia-Li Chien’s latest peer-reviewed research book “Enhancing Retirement Success Rates in the United States: Leveraging Reverse Mortgages, Delaying Social Security, and Exploring Continuous Work,” was named Award-Winning…