Stevenson, Wong & Co. presented in Ningbo on succession planning and asset protection
On 29 November 2014, our China Business Development Officer (China) Ms. Connie Yeung was invited to deliver a presentation in Ningbo, China on wealth succession planning and asset protection for “Professional Development Program for Financial Elites and Continuing Education Activity for Associate Financial Planners in Ningbo”. The event was organized by Ningbo Training Platform For Modern Service Industry and Ningbo Society for Enterprise Cooperation and undertaken by Ningbo Academy of Financial Research and Ningbo Financial Planner Elite Club. Other topics covered in the program included the change in economy and innovations in the financial industry, legal issues and risk management in personal wealth and the key considerations of the selection of enterprise’s successor.
The public response of the event was overwhelming and the event was fully booked within a short period of time. Officers from the Ningbo Education Bureau and the Ningbo Financial Affairs Office expressed their gratitude to SW in their opening remarks at the event.
Please contact our Hank Lo for any enquiries or further information about this event.