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24
Mar 2018
(Sat)

「智迎退休」理財講座 (PM)

Subject
Investment Management
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Date & time
24Mar 2018 (Sat)14:30 - 16:30
Venue
Room 608, 6/F, 28 Wang Hoi Road, Kowloon Bay, Kowloon
Fee
Free Admission
Enquiry
2867 8322 (elsa.tsang@hkuspace.hku.hk)
Relevant Programmes
Advanced Diploma in Finance (Investment) Bachelor of Arts (with Honours) in Financial Services Postgraduate Diploma in Finance and Law 投資管理證書
moreRelevant Programmes
Remarks

 

 

「智迎退休」理財講座 (pm)

打工仔在籌備個人退休理財計劃時都會面對很多挑戰。本講座由錢家有道及香港大學專業進修學院合辦，旨在協助參加者審視退休後的財務需要，並透過基本的理財策劃步驟，在籌劃退休之路上作出有根據的財務決定。

內容重點：

  • 退休策劃的基本步驟
  • 退休開支預算
  • 退休後的風險取向與投資策略
  • 常見金融產品的特色及注意事項