Innovative Financial Planning & Services
Day 2
Schedule
5:00 pm
-
6:30 pm
Summit stage
Cantonese
Innovative Financial Planning & Services
This session will shed light on retirement planning strategy & investment opportunities for old age, as well as legacy & succession planning practices. Golden agers have different lifestyles and financial needs, from insurance protection, pension, estate planning, and charitable giving to wealth preservation. Professionals of the financial field will explain and design different strategies, plan as well as financial services and products for the pursuit of wealth and financial wellness.
Panelists
Ms. Tanny Au Hill-wai
Project Officer Tenancy Management for Senior-owner Occupiers, Tung Wah Group of Hospitals
Tanny AU Hill-wai, Project Officer of Tenancy Management for Senior-owner Occupiers in Tung Wah Group of Hospitals. She is graduated from BA (Hons) in Social Work, The Hong Kong Polytechnic University and Master of Social Sciences (Counselling), The Hong Kong University in 2012 and 2016 respectively. Tanny has been work in social welfare field for almost ten years and she is passionate about elderly services.
Ms. Anny Choi
Manger, Marketing and Program, IFEC
Ms. Choi joined the IFEC in 2013 and is responsible for digital projects and financial education programmes for retirees. Before joining the IFEC, Ms. Choi has been working in the banking industry for over 15 years. Ms. Choi is a Certified Financial PlannerCM and Certified Banker.
Established in 2012 and supported by the four financial regulators and the Education Bureau, the Investor and Financial Education Council (IFEC) is an organisation dedicated to improving financial literacy in Hong Kong. The IFEC manages an independent and impartial financial education platform, The Chin Family, which provides free information, resources and programmes to help people in Hong Kong plan and manage their finances.
Established in 2012 and supported by the four financial regulators and the Education Bureau, the Investor and Financial Education Council (IFEC) is an organisation dedicated to improving financial literacy in Hong Kong. The IFEC manages an independent and impartial financial education platform, The Chin Family, which provides free information, resources and programmes to help people in Hong Kong plan and manage their finances.
Mr. Wong Kam Shing, Matthew
Senior Regional Director, YF Life Insurance International Limited
Mr Matthew Wong is the Senior Regional Director at YF Life Insurance International. He has worked in life insurance since 1985 and currently oversees a team of over 400 staff. Mr. Wong is a Chartered Financial Practitioner as well as a member of the Family Firm Incorporation (FFI). He was a former President of The Life Underwriter Association and launched the city-wide "LifeCare Movement" in Hong Kong to connect the general public with the insurance sector and social welfare organisations by promoting a policy donation culture. Mr. Wong firmly believes that insurance can offer people a sense of security and reassurance. Through his work, he is passionate about helping others realise their dreams by supporting them in establishing their own independence.
Facilitator
Ms. Au Lai Chong
CEO, Delta Asia Financial Group
Ms Lai-Chong Au is the Group Deputy Chief Executive Officer of Delta Asia Financial Group responsible for leading the development and execution of the Company’s long term strategy as well as all day-to-day management decisions. She also acts as a direct liaison between the Board, other senior management as well as employees, all stakeholders of the company. Ms Au actively involves in community work in Hong Kong. She currently is a member of Hong Kong Philharmonic Fundraising Committee and an Organizing Committee Member of Golden Age Foundation. She is also a regular columnist at AM730.