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    TW 070102

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    opulithe
    The Hong Kong Institution of Engineers Building Services Division, ASHRAE Hong Kong Chapter, and CIBSE Hong Kong Branch will host a joint technical talk on financial management for engineers on January 2, 2007. The free talk will be given by Lauren Chuang from ING Financial Planning and Christina Wong from Zurich International Life. They will discuss topics like financial planning, investments, life events, and comparing investment options. Engineers can learn about concepts like money averaging and wealth management through case studies. The maximum attendance is 100 and applications are due by December 15.

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    TW 070102

    Uploaded by

    opulithe
    15 views2 pages
    The Hong Kong Institution of Engineers Building Services Division, ASHRAE Hong Kong Chapter, and CIBSE Hong Kong Branch will host a joint technical talk on financial management for engineers on January 2, 2007. The free talk will be given by Lauren Chuang from ING Financial Planning and Christina Wong from Zurich International Life. They will discuss topics like financial planning, investments, life events, and comparing investment options. Engineers can learn about concepts like money averaging and wealth management through case studies. The maximum attendance is 100 and applications are due by December 15.

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    The Hong Kong Institution of Engineers Building Services Division, ASHRAE Hong Kong Chapter, and CIBSE Hong Kong Branch will host a joint technical talk on financial management for engineers on January 2, 2007. The free talk will be given by Lauren Chuang from ING Financial Planning and Christina Wong from Zurich International Life. They will discuss topics like financial planning, investments, life events, and comparing investment options. Engineers can learn about concepts like money averaging and wealth management through case studies. The maximum attendance is 100 and applications are due by December 15.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    15 views2 pages

    TW 070102

    Uploaded by

    opulithe
    The Hong Kong Institution of Engineers Building Services Division, ASHRAE Hong Kong Chapter, and CIBSE Hong Kong Branch will host a joint technical talk on financial management for engineers on January 2, 2007. The free talk will be given by Lauren Chuang from ING Financial Planning and Christina Wong from Zurich International Life. They will discuss topics like financial planning, investments, life events, and comparing investment options. Engineers can learn about concepts like money averaging and wealth management through case studies. The maximum attendance is 100 and applications are due by December 15.

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    The Hong Kong Institution ASHRAE CIBSE

    of Engineers Hong Kong Chapter Hong Kong Branch


    Building Services Division

    CIBSE(HKB) /HKIE (BSD)/ ASHRAE(HKC) Joint Function Technical Talk


    “FINANACIAL MANAGEMENT FOR ENGINEERS”

    Details
    Date : 2 January 2007 (Tuesday)
    Time : 6:30pm for 7:00pm to 8:30pm
    Venue : HKIE Headquarters, 9/F Island Beverley, No 1 Great George Street, Causeway Bay. HK.

    Fee
    Free of charge

    Co-Speakers
    Lauren Chuang, Senior Consultant of ING Financial Planning.
    Lauren is a SFC Licensed Representative and CIB Technical Representative. She has considerable
    financial work experience in the US, Hong Kong and Taiwan. She started her first job in 1995
    working for a financial consultant at Merrill Lynch in Missouri, USA. Later Lauren joined
    International Paper Company as a financial analyst in its US headquarters. In 1998, she returned
    to Asia and worked in equity research for Taiwan Securities and Fidelity Investments in Hong
    Kong. Lauren is currently working at ING. She received her MBA degree in 2002 from MIT
    Sloan School with a concentration in financial engineering. She is native of Taiwan, and enjoys
    aerobics and yoga.

    Christina Wong, Sales Manager from Zurich International Life. Christina is a Sales Manager
    and working in the financial industry for over 7 years.

    Programme Highlights
    US suffers huge deficit, Emerging Markets touch the peak, what tactics you use to preserve your
    hard-earning money. Would you line up to apply for few lots of BOC or risk your money in the
    financial market? Have you ever think about hedging activities? This allows you to take part in
    market profits as well as avoiding market fluctuations.
    This seminar will cover the fundamental, e.g. on some basic concept like "money averaging", the
    normal charge of "management fee" in a fund, the concept of "Rich Dad Poor Dad" that money is
    asset for generating money but not expenditure....., etc. The talk will also introduce those options
    that an Engineer could choose, e.g. buy a house, buy stocks, buy local/foreign fund (compare that
    with those with insurance contents), bonds, gold, or fixed deposit in local/foreign funds. Case
    studies in the wealth management concept will also be introduced.

    The seminar will include the following topics:


    1. Introduction to Financial Planning
    - What is financial planning - How to do financial planning - Risk Management
    2. Introduction to Investment
    - Rich dad, poor dad concept - Time Value of money - Diversification - Dollar cost averaging
    3. Life Events (as case studies)
    - First job - Marriage & new child - Pre-retirement
    4. Market information and comparison
    - Mutual funds - Investment-link Insurance Policy - Portfolio Service
    The Hong Kong Institution ASHRAE CIBSE
    of Engineers Hong Kong Chapter Hong Kong Branch
    Building Services Division

    Registration & Enquiry


    Please register ONLINE via the website of CIBSE Hong Kong Branch – www.cibse.org.hk
    (Note: All members have to fill in the membership number for verification. The organizers
    reserve the right to decline their application if no membership no. is submitted.)

    The maximum number of participants is 100. Applications will be accepted on a first-come-first-


    served basis. The deadline of application is 15 December 2006. Successful members will be
    notified by e-mail or phone, and their names will be posted on the institutions’ websites-
    www.hkiebsd.org , www.ashrae.org.hk and www.cibse.org.hk after 20 December 2006.

    For enquiry, please contact Ir Tim Cheng (for ASHRAE members) at 2963 6261 and Ir Frankie
    Chan (for HKIE BSD members) at 2270 2928 and Ir Herbert Lam (for CIBSE members) at 6508
    1342.

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