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You have entered into another key life stage – retirement. Have you financially prepared? Is your investment portfolio suitable for you? What are the important areas in managing retirement finances that are commonly overlooked?

The Chin Family is collaborating with the following organizations to run education programmes for retirees between February and March 2017. The programmes aim to enhance the knowledge and ability of the participants in how they manage their finances and establish good finance management habits.

 

Organisation/AddressDate and Time for Introductory Seminar
Date and Time for WorkshopsEnquiry/Enrolment Phone Number
St. James’ Settlement HUBBA Lab
9/F, Jockey Club Social Services Building, 100 Kennedy Road, Wanchai, Hong Kong

8 February 2017 (Wednesday) Time to be confirmed
20 February 2017 to 13 March 2017 (Every Monday)
2:30pm – 4:30pm (Total 4 sessions)
2596 2719
YWCA Hong Kong Elder Academies Cluster
1 MacDonnell Road, Central, Hong Kong
9 February 2017 (Thursday)
10:30am – 12:30pm
23 February 2017 to 16 March 2017 (Every Thursday)
10:30am – 12:30pm (Total 4 sessions)
2670 0171
Mr Tsui
Institute of Active Ageing, The Hong Kong Polytechnic University
Hung Hom Campus, Kowloon
22 February 2017 (Wednesday)
2:30pm – 4:30pm
8 March 2017 to 29 March 2017
(Every Wednesday)
3:00pm – 5:00pm (Total 4 sessions)
3400 8970

 

Speaker: Representative from The Chin Family

Language: Cantonese

Enrolment and fees: Please contact any of the above organisations for details

 

Key Contents:

  • Assess retirement reserves required
  • Recognize good money management habits and proper investment process
  • Examine different financial products and services target to retirees
  • Understand the financial consumers' rights and responsibilities. Proper usage of intermediaries' services
  • Introduce the financial arrangements retirees should consider