Retirement with Financial Peace of Mind
Sat, May 30
|Zoom 聚會 (活動舉行前一天提供Zoom Link）
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
