People to People Citizen Ambassador Programs, together with the Financial Planning Association, is coordinating a delegation of professionals specializing in Financial Planning who will travel to China from May 24-June 4, 2011. Dr. Satya Mitra is one of the 59 delegates currently enrolled in the program. This unique opportunity will provide him with the chance to meet his Chinese colleagues face-to-face to discuss common problems, compare recent findings, and evaluate areas for further collaboration. Participants from both sides will share not only their knowledge but also their successful techniques and effective strategies.

Major focus areas for the working sessions being planned for this delegation include:

•    The delivery of financial services to Chinese families
•    Are there financial planners (as we know them) in China
•    What are the most prevalent financial challenges facing Chinese families?
•    What are the most common financial decisions Chinese families must make?
•    Who constitutes the emerging Chinese middle class (and the emerging class of wealthy Chinese)?
•    What does financial education in China look like?
•    Understanding Chinese financial institutions
•    The Chinese financial markets and economy
•    Global portfolio investment in China today
•    China’s history, future and people
•    Taxation in China
•    Elder care in China

The delegation will combine educational activities and meetings centered on Financial Planning in China with cultural activities highlighting the sights and sounds of the country. Delegates will experience the culture in ways that most travelers never do, from enjoying views from the Great Wall of China’s highest vantage points to observing professional counterparts in their element. The delegation is being chaired by Daniel Moisand and Richard Salmen.

Dr. Satya B. Mitra, is the owner and president of The Guru Tax & Financial services, Inc. (GTF, Inc.). His firm, located at 446 Main Street, Worcester, MA, is engaged in tax, financial planning, investment and wealth management services. He has been in this profession for over 20 years. He is an Enrolled Agent and a Certified Financial Planner and a “Fellow” of the National Tax Practice Institute, Washington, DC.

Satya came to USA with his Ph.D. in Bio-Chemistry with his intent to pursue a career in Biomedical Research, but later in 1990 he changed his profession to be a tax consultant and financial planner. His professional change came because of the instruction he received from his family priest (also known as “The Guru”). Therefore, he named his business honoring his Guru. Initially his wife, Sheema and he started the practice from their basement at home in Worcester.

He offers his wealth management and investment part of services through a brokerage firm named H. D. Vest Financial Services, Inc. located at Dallas, TX. He has been recognized as one of the top producer advisors of the firm. He is also selected as the mentor and chapter director of the H. D. Vest Financial Services, Inc. in the state of MA. Satya’s firm is deeply and sincerely dedicated to serving the community and currently serves over 500 clients. His main office is in Worcester but he also has a branch office in Burlington, MA. GTF, Inc. presently has 6 staff members and they are serving tax and investment need of clients from over 15 different states in USA and overseas.

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