09.25 【UTOPIA Masterclass】Understand the Financial Challenges of "Golden Tax Phase IV x Cross-Border Marriages" and Master Wealth Protection for High-Net-Worth Families!
As the financial needs of high-net-worth (HNW) individuals grow increasingly complex, have you faced the following challenges?
❓ How can you plan ahead to minimize the financial risks caused by marital changes?
❓ How can you navigate the challenges of cross-border asset allocation and tax optimization?
To address these pressing concerns, UTOPIA is hosting an exclusive masterclass on 25 September (Thursday), featuring Senior District Manager Crystal Deng, who will share her extensive hands-on experience in tackling these issues.
This session is designed to equip you with the knowledge and strategies to safeguard the wealth of high-net-worth families. Free Registration – Don’t Miss Out!
🎯 Key Topics Covered:
🔹 The Intersection of Marriage and Taxation: In-depth analysis of how marital changes impact tax planning, with practical advice on safeguarding wealth through early preparation
🔹 Cross-Border Asset Allocation and Tax Strategies: Insights into common pitfalls and risks in cross-border asset allocation, paired with practical solutions for effective tax optimization and sustainable asset growth
🔹 The Role of Insurance in Wealth: Learn how to leverage insurance as a flexible tool for wealth succession, avoiding disputes over inheritance while ensuring a seamless transition of wealth
🔹 Case Studies and Practical Solutions: Real-life case studies will break down complex concepts, offering actionable insights and strategies.
⭐About the Speaker – Crystal Deng:
🔹 Master’s Degree from HKUST
🔹 Former Senior Tax Consultant at EY
🔹 Multiple MDRT and PA achiever
🔹 Chartered Financial Planner for the Asia-Pacific Region
🔹 LUAHK Best Financial Planner Award
🔹 LUAHK QAA Quality Advisor Award
📅 Event Details:
Date: 25 September 2025 (Thursday)
Time: 20:00 - 21:00
Format: Online Webinar
Language: Mandarin
Admission Fee: Free
Registration Link:
Deadline: 24 September 2025 (Wednesday) 18:00
(* Registration is not open to AIA agents. Please accept our apologies.)