
Event
We assist in providing foundational knowledge before you schedule a
personalized session for tailored solutions.
Personal finance (Mandarin)
Topics covered include:
1. What are some important financial decisions and strategies to consider in my 30s/40s/50s?
2. How should I allocate assets for my family?
3. What are some tax optimization strategies I can use?
4. Where can I find investment products? Introduction on common traditional investment and alternative investment ( PE, VC, REITS, FoF, Angel) , introduction on personal wealth management ( Robot investment, In person investment)
5. Shall I just DIY or talk to a professional?
Jun 13, 2024
8:00 PM
8:30 PM
Online