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
Fee
HKD1,800
Early Bird Rate HKD1,500 (registration / payment by 31 August 2015)
Registration
Email sihomb@netvigator.com