Description
This introductory financial literacy session is designed to equip participants with a foundational understanding of personal financial planning and its critical role in achieving long-term financial security. Participants will gain insight into essential topics including savings accumulation, cash flow optimization, debt management, risk protection, health-related financial considerations, asset growth strategies, long-term goal planning, and Social Security analysis. Delivered through seven structured workshops: Building Savings and Wealth, Increasing Cash Flow and Debt Management, Preparing with Proper Protection, Your Health and Wealth, Understanding Asset and Accumulation Strategies, Fulfilling Long-Term Goals, and Social Security Analysis (RSSA) – the program offers a practical, strategic approach to financial education. By simplifying complex financial concepts into actionable knowledge, this session helps participants make smarter financial decisions, build a secure future for their families, and ultimately make their money work better for them.
Tina Huang: A credentialed financial professional with over a decade of experience in wealth management and financial planning. A Certified Financial Planner (CFP) comes from Hong Kong with a multicultural background and fluent Mandarin and Cantonese, with multiple industry honors including MDRT Qualifying Member (2014-2020), the 25th Distinguished Agent Award (2017), and the prestigious Hong Kong Quality Advisor Award (2012-2021). Known for delivering client-centric financial solutions and maintaining the highest standards of professional integrity, Tina is a full member of the Life Underwriters Association of HongKong and a recipient of multiple accolades from top finance groups, including the Distinguished Achievement Award and Excellent Club Membership.
Lei Jia is a bilingual financial professional with deep expertise in Tax Strategy, Insurance Planning, and Financial Services, currently serving as a Block Tax Advisor at H&R Block and a Licensed Life, Accident, Health and Medicare Insurance Producer with WFG(world financial group). With a strong business background as a former founder and CEO of the tech company, Lei brings a strategic, entrepreneurial mindset to every client engagement. Known for making complex financial topics easy to understand and implement, Lei leverages data-driven insights and cross-industry experience, spanning telecom, mobile internet, and finance to deliver practical, scalable solutions that empower individuals, families and the organizations to achieve long-term financial well-being.
* Class is suitable for those 16 years of age and older.
