活动详情

Retirement planning in China comes with unique challenges—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:

  • 💡 Economist Insight: Shifting economic landscape necessitates tailored retirement planning for sustained financial security.
  • ⏳ The Retirement Opportunity: Step-by-step guide to assess your situation, build savings, and activate personal investment strategies.
  • 📊 Main Investment Products: Navigate savings, insurance, ETFs, bonds & robo-advisors—plus key advisor questions (fees, tax, risk).
  • ⚖️ Risk & Compliance: Clarify China residency rules, tax considerations (ESOPs, dividends), and smooth fund transitions when relocating.
  • 🚀 Your Next Move: Practical steps to begin saving today—cash-based strategies, real estate insights, and retirement diversification.
  • 💬 Testimonials: Peer experiences on strategic planning, advisor selection, and proactive financial growth.
  • 🛠️ Tools & Resources: Access net-worth trackers, retirement calculators, and fee transparency tools—start optimizing now.
  • ✅ Do's & Don'ts: 9 expert tips for seamless savings, taxation, and investment execution.


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在中国规划退休生活面临着独特的挑战——无论是需要在无法享受本国养老金体系的情况下积累储蓄，还是需要应对中国不断演变的社会保障体系。制定个性化的财务策略对于确保长期保障至关重要。我们诚邀您参加由瑞士商会财税委员会发起的将于4月9日（周四）举办的专题研讨会，重点探讨这些关键需求。


活动亮点：

  • 💡 经济学家洞见：经济格局变迁要求量身定制退休规划，以保障长期财务安全。
  • ⏳ 退休机遇：分步指南助您评估现状、积累储蓄、启动个人投资策略。
  • 📊 核心投资产品：解析储蓄、保险、ETF、债券及智能投顾——附关键顾问咨询要点（费用、税务、风险）。
  • ⚖️ 风险合规：厘清中国居住地规则、税务考量（员工持股计划、股息分配），并实现迁居时的资金平稳过渡。
  • 🚀 行动指南：即刻启动储蓄的实用步骤——现金策略、房地产洞见与退休资产多元化配置。
  • 💬 客户见证：同行分享战略规划、顾问甄选及主动财务增长的实践经验。
  • 🛠️ 工具与资源：获取净值追踪器、退休计算器及费用透明工具——即刻开启优化之旅。
  • ✅ 行动指南：九大专家建议助您实现储蓄、税务与投资的无缝执行。

活动日程

15:45 - 16:00
Registration 签到
16:00 - 16:45
Keynote Presentation 专题演讲
16:45 - 17:15
Panel Discussion 圆桌讨论
17:15 - 17:30
Q&A Session 问答环节

票务信息

SwissCham National Member Ticket (For Info Session Only)
标准价格 免费门票
SwissCham East Regional Member Ticket
标准价格 人民币 238
Non-member Ticket
标准价格 人民币 398

Refund Policy & Disclaimer

退改政策 Cancellation of RSVP


如果您要取消出席活动，请在活动开始前48小时写邮件给cherry.huang@swisscham.org。如未能及时取消,我们视同默认付款。若非瑞士商会主办的活动，取消规则请参照活动主办发布的条款。


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.


免责声明 Disclaimer


作为活动主（承）办方中国瑞士商会（上海）将在活动现场进行摄影和/或摄像，并可能在公共网页及社交媒体平台上公布以用于活动后期宣传及介绍。参加中国瑞士商会（上海）的活动，将视同您默认中国瑞士商会（上海）有权因上述原因及以上述方式使用具有您肖像的照片或视频。如有异议，请及时联系 cherry.huang@swisscham.org。

 

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.