TransGlobal Holding Co. Japanese

05/15/2026

05/14/2026

Early Bird Pricing ENDS TOMORROW! ⏰
If you’ve been on the fence about Summit 2026, here’s why you need to be there:
Learn strategies to grow your business
Get recognized for your achievements
Connect with agents you may only see once a year
Return energized, inspired, and ready to win
📍 May 26–28
📍 Mandalay Bay, Las Vegas

Register Now: https://summit-2026.transglobalus.com/

05/13/2026

“Wake Up or Get Left Behind” — a no-fluff, straight-talk session that won’t sugarcoat what’s happening in the industry.

This is a conversation more professionals in financial services need to hear.

The industry is changing fast, and the old playbook alone may no longer be enough to stay competitive.

Looking forward to this breakout session at .

TransGlobal CMO James Wong will be moderating the session featuring industry leaders:

• Jim Huang, who has built and led large real estate organizations through volatile markets and has seen firsthand what happens when professionals refuse to adapt then leading the brighter path forward.

• Kenny Shin and Gina Shin, Founders of UNI Worldwide Financial Marketing, who will also share real-world experience in financial marketing innovation and client-first strategy.

Together, they’ll share how the industry is evolving—and what it takes to adapt, grow, and stay ahead.
⏰ Register now: https://summit-2026.transglobalus.com/
May 26–28 | Mandalay Bay

09/12/2024

09/12/2024

Back by Popular Demand: Earn 12 Free CPE Credits with TransGlobal!🎓

After receiving great feedback from our last CPA event, we’re excited to bring it back for a second round! Don’t miss this chance to elevate your CPA career and seize excellent business opportunities!

📌 East Coast
Event Date: October 25th (Friday) – October 26th (Saturday)
Location: TransGlobal Rockville Office, 7361 Calhoun Pl., Rockville, MD 20855
Montgomery & Rock Creek Conference Room

📌 West Coast
Event Date: November 1st (Friday) – November 2nd (Saturday)
Location: TransGlobal Irvine Office, 500 Technology Dr. STE 300, Irvine, CA 92618

Speakers:
Philip Hu - TransGlobal President, CFP®
Joseph Lee - Vice President, Retirement Plan Director

For CPAs Only
Enjoy Free Accommodations and network with industry leaders. Don’t miss out—Limited seats available!

Register NOW: https://crm.transglobalus.com/public/landing-page/cpa
Or call 📞 626-447-7888 ext 1044 to learn more.
Secure your spot today and unlock new business opportunities!

https://youtu.be/6mYYCrqrtRo?si=6Yg3cawGzpj-RNNU

09/12/2024

🎉Good News, Enrolled Agents! Earn up to 8 IRS CE credits with ease and confidence while seizing incredible business opportunities!

2024 TransGlobal EA 8 Free IRS CE Credits
📌East Coast: October 25-26, Rockville, MD
📌West Coast: November 1-2, Irvine, CA
Speakers:
Philip Hu – TransGlobal President, CFP®
Joseph Lee – Vice President, Retirement Plan Director

What you get:
✅ 8 Free IRS CE Credits (Introduction to Pensions and Annuities, The Benefits of Roth IRAs, Retirement Plans: IRAs, 401(k)s and More, Estate and Trust Taxation, Tax Planning for Small Business, Financial Planning)
✅Extra Comprehensive Topics with Advanced Insights
✅Exclusive Business Opportunities
✅Free Accommodations for EAs, Networking Dinner

Limited seats available – Secure your spot today!
Register NOW: https://crm.transglobalus.com/public/landing-page/ea

Or call 626-447-7888 EXT 1044 for more details.
Don't miss out !

08/07/2024

Exciting News!!📣

Are you interested in being financially prepared for the future?

TransGlobal has created a new podcast!!! TransGlobal Wealth Clinic is an interview-style podcast that aims to help our audience educate themselves on a variety of financial matters and help grow their wealth. 💸📈

Check out the first episode today!! 👇🏼

Join us as we delve into the complexities of managing excess money in your retirement accounts, focusing on Required Minimum Distributions (RMDs). We will explore the intricacies of RMDs, the impact on your tax liabilities, and strategies to minimize tax burdens while optimizing your retirement savi...

01/11/2024

01/09/2024

将来の世代に向け、富を保護することを考えたことはありますか？
今すぐ、TransGlobal社のEstate Planningセミナーに参加しましょう！
📣📣 RSVP : https://hubs.transglobalus.com/estate_seminar_irvine_en

Ever considered securing your wealth for future generations? Join the TransGlobal Estate Planning Seminar now!

📣📣 RSVP : https://hubs.transglobalus.com/estate_seminar_irvine_en

📢📢Uncover the pitfalls of probate and shield your assets for your children's future! 🛡️
• Dive into the realm of estate planning and living trust strategies.
• Explore topics like gifting vs inheritance.
• Understand the nuances of irrevocable trust vs living trust.

📌 Event Details:
🎤 Speaker: Philip Hu, CFP®
📆 Date: Thursday, January 27th
🕙 Time: 9:30 AM PST
📍 Location: 500 Technology Dr. STE 300, Irvine, CA 92618
This event is proudly hosted by TransGlobal All In One Finance – Your partner for financial success.

*Hurry, limited seats available!* Reserve your place today and pave the way to financial prosperity. 💰💼🚀

11/23/2023

Happy Thanksgiving Everyone!