理財知識講座

(Please scroll down for English description)

每個打工仔都應該有强積金或公積金戶口,您是否沒有定時評估自已帳戶?您是否覺得資料太雜亂所以遲遲不願動手處理嗎?如果有以上的情況,某程度上您可能已經患上「強積金拖延症」,但是消極地管理強積金,長遠只會影響自已的退休理財規劃。
中大員工總會與富達國際協辦兩天【理財知識講座】如下:

1) 富達MPF 101 – 如何應付強積金拖延症?
「拖延症」一詞已經出現許久,相信不少人早已聽聞,連早前流行的「佛系」說法,某程度上也是「拖延症」的延伸。其實,我們在管理強積金時,也很容易患上「拖延症」,例如管理很難、不在乎回報、離退休還遠及忙碌得沒時間看報表等,用諸多理由去拖延面對強積金,但是這樣消極地管理強積金,長遠下去只會影響自已的退休規劃。富達將會透過是次講座助您克服強積金拖延症,講座內容包括:

  • 部署2024投資新一頁
  • 管理強積金貼士
  • 強積金慳稅攻略

講座詳情
日期:2024年1月26日(星期五)
時間:下午6:15至7:00
語言:廣東話
地點:王福元樓103室

2) 迎向退休新挑戰
隨著香港人的壽命越來越長,生活開支亦越來越高,想要享受無憂的退休生活,我們必須了解因長壽帶來的財務風險及有效的應對方法。富達將會透過是次講座助您更全面地規劃退休理財組合,並透過不同的方法自製退休長糧。
講座內容:

  • 部署2024投資新一頁
  • 退休理財規劃
  • 退休收入方案及部署

講座詳情
日期:2024年1月29日(星期一)
時間:下午6:15至7:00
語言:廣東話
地點:王福元樓103室

*兩場講座名額有限,本會會員優先。
(成功報名者將收到電郵或WhatsApp確認,敬請留意。)
請使用以下連結報名: https://forms.gle/xYC8znJ3DoeCN5ZU9

投資涉及風險。本資料僅包含一般資料,並非認購基金股份的邀約,亦不應被視為建議購買或沽售任何金融工具。本資料所載資料只在資料刊發時方為準確。觀點及預測或會更改而不需另作通知。本資料所載的證券(如有)僅供資料用途,在任何情況下均不應被視建議買入或賣出有關證券。有意投資者應尋求獨立的意見。富達或Fidelity International指FIL Limited及其附屬公司。「富達」、Fidelity、Fidelity International、Fidelity International 標誌及F標誌均為FIL Limited的商標。本訊息由富達基金(香港)有限公司提供及並未經證券及期貨事務監察委員會審核。

香港中文大學員工總會


Every worker either has a Mandatory Provident Fund (MPF) account or Occupational Retirement Schemes (ORSO). Do you evaluate your account regularly? Or do you feel the information is so complicated that you are reluctant to deal with it? If you are either one of the above, you may have suffered from the so-called “MPF procrastination”. However, passive management of MPF will impact your retirement financial planning in the long run.
CUEGU and Fidelity International are co-organising two financial planning seminars with details as below:

1) Fidelity MPF 101 – how to overcome MPF procrastination?
While procrastination has long been recognized as one of the biggest impediments to post-retirement financial wellness, many of us still put off managing our MPF for reasons like “It’s so difficult”, “I don’t care about the returns”, “I’m still years away from retirement”, or simply “I’m too busy”. This passive approach will not bode well for your retirement nest egg. Please join this seminar, hosted by Fidelity, to learn tips and best practices on how to overcome procrastination on your MPF management. The following topics will be covered:

  • Investment Playbook for 2024
  • Tips to manage your MPF
  • Tax savings with MPF
    Event details:
    Date: Friday, 26 January 2024
    Time: 6:15 – 7:00pm
    Venue: Rm 103, Wong Foo Yuan Building

2) Rising to the retirement challenge
Lengthening life expectancy in Hong Kong is met with ever rising cost of living. Longevity could be a blessing if supported by adequate financial resources. To enjoy a worry-free retirement, we must understand the financial risks brought about by longevity and how to manage them effectively. Please join this seminar, hosted by Fidelity, to learn tips and best practices on financial planning for retirement, and explore potential solutions for your retirement income. The following topics will be covered:

  • Investment Playbook for 2024
  • Financial planning for retirement
  • Solutions for retirement income
    Event details:
    Date: Monday, 29 January 2024
    Time: 6:15 – 7:00pm
    Venue: Rm 103, Wong Foo Yuan Building *Limited seat quota, priority to CUEGU members.
    (Confirmation email or WhatsApp will be sent to successful applicants.)
    Please use the link below for registration: https://forms.gle/xYC8znJ3DoeCN5ZU9

Investment involves risks. This material contains general information only. It is not an invitation to subscribe for shares in a fund nor is it to be construed as an offer to buy or sell any financial instruments. The information contained in this material is only accurate on the date such information is published on this material. Opinions or forecasts contained herein are subject to change without prior notice. Reference to specific securities mentioned within this material (if any) is for illustrative purpose only and should not be construed as a recommendation to the investor to buy or sell the same. Any person considering an investment should seek independent advice. FIL Limited and its subsidiaries are commonly referred to as Fidelity or Fidelity International. Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited. This message is sent by FIL Investment Management (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission.

THE CHINESE UNIVERSITY OF HONG KONG EMPLOYEES GENERAL UNION

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