Financial Planning for Families in Disputes and Divorce: What do Lawyers and Mediators Need to Know

Wednesday 16 September 2015

9:30am - 12:45pm

3/F Lee Roy Building, 57-59 Hollywood Road, Central

Ann Cooley

  • Family Mediator
  • Collaborative Practitioner
  • Certified Financial Planner
  • SFC Registered Advisor
  • CIB Registered

Course Outline

How financial planning helps clients to understand and focus on present and future requirements

Helping clients to be more fully equipped at meetings when financial details may be difficult to comprehend

How a financial neutral can help families in disputes

Reviewing Trust and Estate Planning and Wealth Protection for the children

Protection for family with new partners and children

Health care and insurance for the family

Investment strategies and risk

Valuing company benefit package

Reviewing shares/ share options and bonus structures

Off-shore pensions and retirement plans

US Persons- retirement funds and investments



Early Bird Rate HKD1,500 (registration / payment by 31 August 2015)



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