Financial Planning Conference 2011

Master
Classes

Master Class 4

Wealth Transfer Series - Wealth Transfer Planning

(Course Code: M607)

Date:

19 December 2011 (Mon)

Time:

6:30pm – 8:30pm (2 hours)

Venue:

IFPHK Office

Language:

Cantonese

Speaker:

Mr. Wilson Yee, CFP^CM

Fee:

$260 (Member) / $340 (Non-Member)

Contents:

	Objectives of wealth transfer
	Some practical tools
	Pitfalls in wealth transfer planning
	Case studies

CE Recognition: 2 IFPHK CE credits / IA CPD credits / SFC CPT hours / MPFA non-core CPD hours