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Besides managing the daily finance, retirees have to regularly review their financial assets include investment and/or insurance portfolio. We are collaborating with the following organisations, target at those who had attended the Health and Wealth Programme, to run workshops on investing in retirement and insurance for retirees. These workshops aim to strengthen the retirees’ knowledge and skills to manage their investment and insurance.

Investing in retirement

Organisation/Address

Date and Time of WorkshopsEnquiry/Enrolment Phone Number
Hong Kong Shue Yan University Elder Academy
6 Wai Tsui Crescent, Braemar Hill, North Point, Hong Kong :
28th June and 5th July 2019 (Friday)
10:00 am – 12:00 noon
(Total 2 sessions)
2806 5126
ELCHK, Essence Club
3/F., 204 Prince Edward Road West, Kowloon
17th July and 24th July 2019 (Wednesday)
2:30 pm – 4:00 pm
(Total 2 sessions)
2415 0128
HUBBA Lab, St. James’ Settlement
9/F, Jockey Club Social Services Building, 100 Kennedy Road, Wanchai, Hong Kong
5th August and 12th August 2019 (Monday)
10:00 am – 12:00 noon
(Total 2 sessions)
2596 2719
Institute of Active Ageing, The Hong Kong Polytechnic University
Hung Hom Campus, Kowloon
29th August and 5th September 2019 (Thursday)
2:30 pm – 4:30 pm
(Total 2 sessions)
3400 8967

Key contents:

  • Common investors’ behaviours and biases
  • Stock and fund investing

Insurance for retirees

Organisation/Address

Date and Time of WorkshopsEnquiry/Enrolment Phone Number
Hong Kong Shue Yan University Elder Academy
6 Wai Tsui Crescent, Braemar Hill, North Point, Hong Kong :
12th July and 19th July 2019 (Friday)
10:00 am – 12:00 noon
(Total 2 sessions)
2806 5126
YWCA Y Evergreen
4/F, 5 Man Fuk Road, Waterloo Road Hill, Kowloon
22nd July and 29th July 2019 (Monday)
10:00 am – 12:00 noon
(Total 2 sessions)
2700 1600
ELCHK, Essence Club
3/F., 204 Prince Edward Road West, Kowloon
14th August and 21st August (Wednesday)
2:30 pm – 4:00 pm
(Total 2 sessions)
2415 0128
HUBBA Lab, St. James’ Settlement
9/F, Jockey Club Social Services Building, 100 Kennedy Road, Wanchai, Hong Kong
19th August and 26th August 2019 (Monday)
10:00 am – 12:00 noon
(Total 2 sessions)
2596 2719
Institute of Active Ageing, The Hong Kong Polytechnic University
Hung Hom Campus, Kowloon
12th September and 19th September 2019 (Thursday)
2:30 pm – 4:30 pm
(Total 2 sessions)
3400 8967

Key contents:

  • Different insurance needs of retirees
  • Medical insurance and private annuity products

 

Speaker:  IFEC speaker

Language:  Cantonese

Fees and Enrolment:  Please contact the above organisations for details


24 May 2019