Financial Sustainability for the 100-year Life
Day 3 (Sun)
Schedule
12:30 pm
-
2:00 pm
Summit stage
Cantonese
Financial Sustainability for the 100-year Life
Abstract
Majority of the population in developed countries today can expect to live over 100 years old. However, our current daily practices are ill equipped to cope with a 100-year life. Individuals, corporates and governments all have a role to play in ensuring we structure our lives differently so we can make the most of a longer life. This session will shed light on financial planning, estate planning and charity giving for individuals to tailor for this new pleasant 100-year life.
Panelist
- Ms Ryanne LAI
Co-founder, ForeverGift.hk
A lawyer qualified in Hong Kong and England and Wales, Ryanne co-founded a social enterprise ForeverGift.hk with her father in 2021 to promote legacy giving in Hong Kong. By offering a free, professional and user-friendly Will-writing service to the general public, anyone could leave a legacy and create a lasting impact on causes closest to their hearts.
To date, legacy gifts made through our service have reached hundreds of millions of Hong Kong dollars, with over 100 charities named as beneficiaries. Previously, Ryanne worked at an international law firm and co-founded Dragon Law, later known as Zegal, a legal technology company that offers modern legal solutions to SMEs.
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To date, legacy gifts made through our service have reached hundreds of millions of Hong Kong dollars, with over 100 charities named as beneficiaries. Previously, Ryanne worked at an international law firm and co-founded Dragon Law, later known as Zegal, a legal technology company that offers modern legal solutions to SMEs.
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- Mr Chapman WONG
Managing Director, AllianceBernstein Hong Kong Limited
Mr. Chapman Wong is Managing Director of AllianceBernstein Hong Kong Limited, where he is responsible for fund distribution in Hong Kong and China.
Mr. Wong has over 20 years of experience in the industry. Before joining AB in 2004, Mr. Wong served as an Investment Consultant for Citibank Hong Kong.
Mr. Wong earned a Bachelor Degree from The University of Western Ontario, Canada, in Finance & Economics.
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Mr. Wong has over 20 years of experience in the industry. Before joining AB in 2004, Mr. Wong served as an Investment Consultant for Citibank Hong Kong.
Mr. Wong earned a Bachelor Degree from The University of Western Ontario, Canada, in Finance & Economics.
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- Mr Simon YUEN
Senior Regional Director, FTLife Insurance Company Limited
With over 30 years of financial planning experience, Simon has served as the Senior Regional Director of FTLife Insurance Co. Ltd since 2000. He offers tailor made financial plans to help his clients attain health and financial well-being so they can have peace of mind and lead a prosperous life.
Facilitator
- Ms AU Lai-chong
Group Deputy Chief Executive Officer, Delta Asia Financial Group
Ms AU Lai-chong has over 20 years of experience in the financial industry. Delta Asia Financial Group offers a full range of retail banking and wealth management services to our clients and investors in Hong Kong & Macau. In her capacity, Lai-Chong is responsible for leading the development and execution of the Company’s long term strategy as well as all day-to-day management decisions and for implementing the Company’s long and short term plans. She also acts as a direct liaison between the Board, other senior management as well as employees, all stakeholders of the company.
Lai-Chong currently is a member of Golden Age Foundation and is also a regular columnist at AM730.
Lai-Chong currently is a member of Golden Age Foundation and is also a regular columnist at AM730.