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Are you financially prepared for your retirement? Do you have healthy living habits? Are the way you invest and your investment portfolio suitable for you? Do you have any investment habits that you should change? 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 July and September. 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/TimeEnquiry/Enrolment Phone Number
Caritas Elderly Centre – Shatin (Sub-base)

1/F, No 23-25 Man Lai Road, Tai Wai, N.T.
7 July – 11 August 2016 (Thurs)
2.30pm – 4.30pm (6 sessions)
2601-0910
Institute of Active Ageing – The Hong Kong Polytechnic University

The PolyU Hung Hom Campus
15 July – 19 August 2016 (Fri)
10.00am – 12.00pm (6 sessions)
3400-8970
Kowloon West Elder Academies Cluster

Room 101A, Lai Kok Shopping Centre, 12 Tonkin Street, Shamshuipo, Kowloon
3 August – 7 September 2016 (Wed)
10.30am – 12.30pm (6 sessions)
2670-0171
SAGE Chan Dang Centre For Active Ageing

Shop No. 1, G/F, Phase 2, Prosperous Garden, 16 Tung Kun Street, Yaumatei , Kowloon
26 August (Fri), 2 September (Fri),
5 September (Mon),
19 September (Mon), 23 September (Fri) and 30 September 2016 (Fri)
2.30pm – 4.30pm (6 sessions)

*For people aged 50 or above only*
3428-3035
SAGE Elderly Friendly Employment Practice
Mr. Kwok or
Ms. Chiang

 

Key Contents:

  • Physical health and financial health
  • Estimating retirement reserves required
  • Reverse Mortgage, Annuities
  • Proper investment process, asset allocation, good investment habits
  • Basic stock investment analysis, fundamental understanding of bonds and mutual funds
  • Investor protection, proper usage of intermediaries' service
  • Insurance products relevant to retirees
  • Asset protection, financial arrangement retirees should consider

Please contact any of the organisations for more details if you are interested.