Details

AmCham, in conjunction with BNY Mellon, is pleased to bring a series of three financial literacy workshops to attendees on September 12 (Building blocks of solid financial health), October 10 (Emotions and money) and November 7, 2018 (Planning for retirement/transition of wealth/building a legacy).


Session III:

Now we have laid the foundation of financial health, the final workshop of the series will look at the vital aspects of building and transferring wealth, the significance of retirement planning and the relevance of estate planning. We aim to address general questions raised by the audience and responses may be tailored to the specific situations and requirements of the attendees on a group-wise basis.


First 15-20 minutes is for networking

Sandwiches and beverages included


Hosted by the Women of Influence Committee (WOI) and the Financial Services Committee


To register the other sessions, please visit Session I (September 12, 2018) and Session II (October 10, 2018) webpage respectively.


  • LIMITED TO 20 PEOPLE, MEMBERS ONLY
  • PRIORITY WILL BE GIVEN TO WOI MEMBERS

Speakers

  • Christine Park (Senior Wealth Director of BNY Mellon)

    Christine Park

    Senior Wealth Director of BNY Mellon

    Christine Park is a senior wealth director for BNY Mellon Wealth Management. In this role, she is responsible for new business development in the APAC region, and works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals.

    Christine has been with the firm for over 25 years and brings her knowledge of investment and financial service industry experience to her current role. Prior to this role, she held the position of a senior wealth manager providing comprehensive wealth advice to HNW clients and private foundations. Christine also has managed wealth management business and lead a team of wealth managers in our New York City Private Bank Townhouse location.

    Christine is a Co-Chair of BNY Mellon Community Partnership initiative in Hong Kong and services as a leader within the Asian Leadership Forum as part of the BNY Mellon Global IMPACT Business Resource Group.

    Christine holds a bachelor’s degree from Syracuse University and a masters in business administration from Fordham University. Christine is a member of the CFA Institute, The Hong Kong Society of Financial Analysts and a member of The American Chamber of Commerce in Hong Kong.

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Tickets

Member
Member Price HKD 300

Cancellation Policy

•    All cancellations must be notified in writing at least two working days prior to the event, or six working days prior to the conference. No-shows will be charged
•    When Typhoon 8 (or above) or Black Rainstorm Signal is hoisted, all events will be cancelled