Event Details

Retirement planning in China comes with unique challengesโ€”whether you're building savings without access to a home-country pension system or navigating China's evolving social security framework. Personalized financial strategies are essential to ensure long-term security. Initiated by the SwissCham FinTax Committee, we invite you to an essential session on Thursday, April 9, designed to address the critical needs.


Event Highlights:

  • ๐Ÿ’ก Economist Insight: Shifting economic landscape necessitates tailored retirement planning for sustained financial security.
  • โณ The Retirement Opportunity: Step-by-step guide to assess your situation, build savings, and activate personal investment strategies.
  • ๐Ÿ“Š Main Investment Products: Navigate savings, insurance, ETFs, bonds & robo-advisorsโ€”plus key advisor questions (fees, tax, risk).
  • โš–๏ธ Risk & Compliance: Clarify China residency rules, tax considerations (ESOPs, dividends), and smooth fund transitions when relocating.
  • ๐Ÿš€ Your Next Move: Practical steps to begin saving todayโ€”cash-based strategies, real estate insights, and retirement diversification.
  • ๐Ÿ’ฌ Testimonials: Peer experiences on strategic planning, advisor selection, and proactive financial growth.
  • ๐Ÿ› ๏ธ Tools & Resources: Access net-worth trackers, retirement calculators, and fee transparency toolsโ€”start optimizing now.
  • โœ… Do's & Don'ts: 9 expert tips for seamless savings, taxation, and investment execution.


๏ปฟ***


ๅœจไธญๅ›ฝ่ง„ๅˆ’้€€ไผ‘็”Ÿๆดป้ขไธด็€็‹ฌ็‰น็š„ๆŒ‘ๆˆ˜โ€”โ€”ๆ— ่ฎบๆ˜ฏ้œ€่ฆๅœจๆ— ๆณ•ไบซๅ—ๆœฌๅ›ฝๅ…ป่€้‡‘ไฝ“็ณป็š„ๆƒ…ๅ†ตไธ‹็งฏ็ดฏๅ‚จ่“„๏ผŒ่ฟ˜ๆ˜ฏ้œ€่ฆๅบ”ๅฏนไธญๅ›ฝไธๆ–ญๆผ”ๅ˜็š„็คพไผšไฟ้šœไฝ“็ณปใ€‚ๅˆถๅฎšไธชๆ€งๅŒ–็š„่ดขๅŠก็ญ–็•ฅๅฏนไบŽ็กฎไฟ้•ฟๆœŸไฟ้šœ่‡ณๅ…ณ้‡่ฆใ€‚ๆˆ‘ไปฌ่ฏš้‚€ๆ‚จๅ‚ๅŠ ็”ฑ็‘žๅฃซๅ•†ไผš่ดข็จŽๅง”ๅ‘˜ไผšๅ‘่ตท็š„ๅฐ†ไบŽ4ๆœˆ9ๆ—ฅ๏ผˆๅ‘จๅ››๏ผ‰ไธพๅŠž็š„ไธ“้ข˜็ ”่ฎจไผš๏ผŒ้‡็‚นๆŽข่ฎจ่ฟ™ไบ›ๅ…ณ้”ฎ้œ€ๆฑ‚ใ€‚


ๆดปๅŠจไบฎ็‚น๏ผš

  • ๐Ÿ’ก ็ปๆตŽๅญฆๅฎถๆดž่ง๏ผš็ปๆตŽๆ ผๅฑ€ๅ˜่ฟ่ฆๆฑ‚้‡่บซๅฎšๅˆถ้€€ไผ‘่ง„ๅˆ’๏ผŒไปฅไฟ้šœ้•ฟๆœŸ่ดขๅŠกๅฎ‰ๅ…จใ€‚
  • โณ ้€€ไผ‘ๆœบ้‡๏ผšๅˆ†ๆญฅๆŒ‡ๅ—ๅŠฉๆ‚จ่ฏ„ไผฐ็Žฐ็Šถใ€็งฏ็ดฏๅ‚จ่“„ใ€ๅฏๅŠจไธชไบบๆŠ•่ต„็ญ–็•ฅใ€‚
  • ๐Ÿ“Š ๆ ธๅฟƒๆŠ•่ต„ไบงๅ“๏ผš่งฃๆžๅ‚จ่“„ใ€ไฟ้™ฉใ€ETFใ€ๅ€บๅˆธๅŠๆ™บ่ƒฝๆŠ•้กพโ€”โ€”้™„ๅ…ณ้”ฎ้กพ้—ฎๅ’จ่ฏข่ฆ็‚น๏ผˆ่ดน็”จใ€็จŽๅŠกใ€้ฃŽ้™ฉ๏ผ‰ใ€‚
  • โš–๏ธ ้ฃŽ้™ฉๅˆ่ง„๏ผšๅŽ˜ๆธ…ไธญๅ›ฝๅฑ…ไฝๅœฐ่ง„ๅˆ™ใ€็จŽๅŠก่€ƒ้‡๏ผˆๅ‘˜ๅทฅๆŒ่‚ก่ฎกๅˆ’ใ€่‚กๆฏๅˆ†้…๏ผ‰๏ผŒๅนถๅฎž็Žฐ่ฟๅฑ…ๆ—ถ็š„่ต„้‡‘ๅนณ็จณ่ฟ‡ๆธกใ€‚
  • ๐Ÿš€ ่กŒๅŠจๆŒ‡ๅ—๏ผšๅณๅˆปๅฏๅŠจๅ‚จ่“„็š„ๅฎž็”จๆญฅ้ชคโ€”โ€”็Žฐ้‡‘็ญ–็•ฅใ€ๆˆฟๅœฐไบงๆดž่งไธŽ้€€ไผ‘่ต„ไบงๅคšๅ…ƒๅŒ–้…็ฝฎใ€‚
  • ๐Ÿ’ฌ ๅฎขๆˆท่ง่ฏ๏ผšๅŒ่กŒๅˆ†ไบซๆˆ˜็•ฅ่ง„ๅˆ’ใ€้กพ้—ฎ็”„้€‰ๅŠไธปๅŠจ่ดขๅŠกๅขž้•ฟ็š„ๅฎž่ทต็ป้ชŒใ€‚
  • ๐Ÿ› ๏ธ ๅทฅๅ…ทไธŽ่ต„ๆบ๏ผš่Žทๅ–ๅ‡€ๅ€ผ่ฟฝ่ธชๅ™จใ€้€€ไผ‘่ฎก็ฎ—ๅ™จๅŠ่ดน็”จ้€ๆ˜Žๅทฅๅ…ทโ€”โ€”ๅณๅˆปๅผ€ๅฏไผ˜ๅŒ–ไน‹ๆ—…ใ€‚
  • โœ… ่กŒๅŠจๆŒ‡ๅ—๏ผšไนๅคงไธ“ๅฎถๅปบ่ฎฎๅŠฉๆ‚จๅฎž็Žฐๅ‚จ่“„ใ€็จŽๅŠกไธŽๆŠ•่ต„็š„ๆ— ็ผๆ‰ง่กŒใ€‚

Agenda

3:45 PM - 4:00 PM
Registration ็ญพๅˆฐ
4:00 PM - 4:45 PM
Keynote Presentation ไธ“้ข˜ๆผ”่ฎฒ
4:45 PM - 5:15 PM
Panel Discussion ๅœ†ๆกŒ่ฎจ่ฎบ
5:15 PM - 5:30 PM
Q&A Session ้—ฎ็ญ”็Žฏ่Š‚

Registration

SwissCham National Member Ticket (For Info Session Only)
Standard Price Complimentary
SwissCham East Regional Member Ticket
Standard Price RMB 238
Non-member Ticket
Standard Price RMB 398

Refund Policy & Disclaimer

้€€ๆ”นๆ”ฟ็ญ– Cancellation of RSVP


ๅฆ‚ๆžœๆ‚จ่ฆๅ–ๆถˆๅ‡บๅธญๆดปๅŠจ๏ผŒ่ฏทๅœจๆดปๅŠจๅผ€ๅง‹ๅ‰48ๅฐๆ—ถๅ†™้‚ฎไปถ็ป™cherry.huang@swisscham.orgใ€‚ๅฆ‚ๆœช่ƒฝๅŠๆ—ถๅ–ๆถˆ,ๆˆ‘ไปฌ่ง†ๅŒ้ป˜่ฎคไป˜ๆฌพใ€‚่‹ฅ้ž็‘žๅฃซๅ•†ไผšไธปๅŠž็š„ๆดปๅŠจ๏ผŒๅ–ๆถˆ่ง„ๅˆ™่ฏทๅ‚็…งๆดปๅŠจไธปๅŠžๅ‘ๅธƒ็š„ๆกๆฌพใ€‚


In case you need to cancel your attendance to the event, please write an email to: cherry.huang@swisscham.org at least 48 hours prior to the event. Failure to cancel your RSVP timely will require the payment of a "no show bill" of the full amount stated in this invitation. For third-party events, the event terms and conditions of the event organizer apply.


ๅ…่ดฃๅฃฐๆ˜Ž Disclaimer


ไฝœไธบๆดปๅŠจไธป๏ผˆๆ‰ฟ๏ผ‰ๅŠžๆ–นไธญๅ›ฝ็‘žๅฃซๅ•†ไผš๏ผˆไธŠๆตท๏ผ‰ๅฐ†ๅœจๆดปๅŠจ็Žฐๅœบ่ฟ›่กŒๆ‘„ๅฝฑๅ’Œ/ๆˆ–ๆ‘„ๅƒ๏ผŒๅนถๅฏ่ƒฝๅœจๅ…ฌๅ…ฑ็ฝ‘้กตๅŠ็คพไบคๅช’ไฝ“ๅนณๅฐไธŠๅ…ฌๅธƒไปฅ็”จไบŽๆดปๅŠจๅŽๆœŸๅฎฃไผ ๅŠไป‹็ปใ€‚ๅ‚ๅŠ ไธญๅ›ฝ็‘žๅฃซๅ•†ไผš๏ผˆไธŠๆตท๏ผ‰็š„ๆดปๅŠจ๏ผŒๅฐ†่ง†ๅŒๆ‚จ้ป˜่ฎคไธญๅ›ฝ็‘žๅฃซๅ•†ไผš๏ผˆไธŠๆตท๏ผ‰ๆœ‰ๆƒๅ› ไธŠ่ฟฐๅŽŸๅ› ๅŠไปฅไธŠ่ฟฐๆ–นๅผไฝฟ็”จๅ…ทๆœ‰ๆ‚จ่‚–ๅƒ็š„็…ง็‰‡ๆˆ–่ง†้ข‘ใ€‚ๅฆ‚ๆœ‰ๅผ‚่ฎฎ๏ผŒ่ฏทๅŠๆ—ถ่”็ณป cherry.huang@swisscham.orgใ€‚

 

Please notice that Swiss Chinese Chamber of Commerce Shanghai (as the host of the event) will take photographs and/or videos from the event and might post these on its public webpage and or social media platforms in order to create awareness and introduction of its events. By attending this event you consent to the Swiss Chinese Chamber of Commerce Shanghai taking and using photographs or videos of you as described above. Please contact [cherry.huang@swisscham.org] immediately if you have any inquiries related to this matter.