Retirement with Financial Peace of Mind
Wed, Jul 08
|網上分享 (活動舉行前三天透過電郵發送連結）
The following will be explored: 1. Retirement Adequacy – How do I assess whether I have sufficient financial resources to retire comfortably? 2. Investment Strategy - How should I invest upon retirement with regard to asset allocation, risk management, and income sustainability. 3. Insurance Planning - What insurance coverage should be in place to mitigate healthcare, longevity, and unforeseen financial risks at this stage of life? 4. Tax & Estate Planning – What are the critical tax implications in retirement, and how can I arrange efficient wealth transfer? 5. Financial Pitfalls – What are the common financial scams and traps targeting seniors? 🗣️ Speaker： Dr MF Chan 陳茂峰博士 (資深理財專家) 💬 Language： Cantonese, supported by English ⚠️ Remarks: This forum focuses on financial knowledge and retirement planning —and will not touch on any financial products in the market. 📅 Date：26 March (Thur) 🕙 Time：3:00–5:00 pm 📍 Venue： Greenside Community Centre 24 Lilestone Street, Lisson Green Estate NW8 8SR
Time & Location
Jul 08, 2026, 8:00 PM – 9:30 PM
網上分享 (活動舉行前三天透過電郵發送連結）
About the Event
活動回顧
真的太遙遠嗎?
7 月8日「港崖別岸」首辦為年輕在職人士而設的網上財務講座,希望透過分享實用的理財知識,對應英國稅務安排,協助他們及早建立良好的財務基礎,為未來的財務自主作好準備。
講座內容集中介紹英國個人儲蓄帳戶(ISA)的種類及優勢、退休金(Pension)的運用、信用評分(Credit Score)的建立與管理,以及如何培養適合自己的儲蓄及投資習慣。
從參加者的回應來看,大家普遍認為講座內容實用,有所啟發,並希望能增加多些個案研究,反映活動的內容的確是切合年輕在職人士的需要。
但值得思量的是,這活動透過不同社交媒體平台作直接或間接宣傳,但參與人數未如預期,友儕表示不打算參加講座是因生活還沒定下來,現在策籌未來的管理財務,太早太遙遠了。