Highlights

Introduction:

Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently. This includes setting your retirement goals, estimating the amount of money you will need, and investing to grow your retirement savings.

It was said " Failing to plan is planning to fail." The retirement planning is one of the key topic to be covered in the individual financial planning. 

In this talk, The speaker will use real-life examples to explore post-retirement healthcare expenses and retirement tools in the Hong Kong market.

Outline:

1. Transition of Income and Expenses after Retirement
2. Medical Expenses with Practical Cases
3. Retirement Tools supporting by the government 
4. ‘What is your retirement NUMBER?'
5. ⁠Conclusion 
6. ⁠Q&A

Speaker(s)

Mr. Fred Ho, B.S CFP FLMI, Regional Director of Prudential Hong Kong Limited.

With over 25 years of financial planning experience specializing in retirement planning and medical solutions, Fred is qualified as a Certified Financial Planner (CFP) and Fellow, Life Management Institute (FLMI).

Fred's notable achievements include being recognized as an internal MDRT mentor for serval years, serving as a Coach of Agency Builder from 2016 to 2022, and being appointed as a Master Learning Catalyst from 2022 to 2024. He is also an active member of Prudential's Product and Technology Research Group. Previously, Fred served as a parttime lecturer at the Finance Department of the School of Continuing Education, Hong Kong Baptist University.

Throughout his career, Fred has consistently achieved remarkable performance, earning him numerous accolades. He has been a consecutive MDRT member for years and has received the International Quality Management Award and International Award for Productivity - Gold over 10 years and the International Quality Award over 20 years.