Exclusive Corporate Sponsor

IFPHK QRA

SYMPOSIUM 2023

IFPHK QRA SYMPOSIUM 2023

8 August 2023 (Tue)

03:00 PM to 06:00PM (Including Networking Session with Speaker)

JC CUBE, Tai Kwun, 10 Hollywood Road, Central, Hong Kong

Medium of Instruction: Cantonese

Overview

The theme of the sympoisum is ‘Retirement Planning Without Boundaries’, and it will explore a variety of topics that encompass the future of retirement planning, offering attendees a comprehensive understanding of the latest developments and strategies in the field. Topics include:

• IFPHK Retirement Survey Updates
  
• Tax Implications for Individuals Holding Other Citizenships Retired in Hong Kong
• Estate Planning - An Integral Component of Retirement Planning

Accreditations

Participants who have completed the whole symposium will be awarded with:

• 3 QRA Designated CE (2023) Hours
  
• 3 IFPHK CE Hours
  
• 3 SFC CPT Hours
  
• 3 MPFA Non-core CPD Hours
  

Guest Speaker

Mr. Chris Tse, CFP®

Chairman

IFPHK

Dr. David Pun, CTA, CFP®

Principal Consultant

Acuvisions Corporate Strategy Ltd

Our Speakers

Guest Speaker

Ms. Cindy Wong

TEP, AEPP®, CTP, CEP®, MBA

Founder Director

EPPLHK

Guest Speaker

Event Rundown

2:45 pm

3:00 pm

3:30 pm

4:05 pm

4:15 pm

4:50 pm

5:00 pm

Registration

Opening Remarks & IFPHK Retirement Survey Updates

Tax Implications for Individuals Holding Other Citizenships Retired in Hong Kong

BREAK TIME

Estate Planning - An Integral Component of Retirement Planning

Closing Remarks & Photo Time

Networking Drinks at Behind Bars / Foyer

(Sponsor of Reception by FTLife)

Registration and Enquiries

Limited seats available on a first-come

first-served basis only for QRA Holders

ENQUIRIES

Institute of Financial Planners of Hong Kong

Address: 13/F, Causeway Bay Plaza 2,

463 - 483 Lockhart Road,

Causeway Bay, Hong Kong

Tel: (852) 2982 7867

Fax: (852) 2982 7777

Email: training@ifphk.org

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