Altruist not only cares the financial health of you, but we also participate actively in organizing different workshops for FREE aiming at educating our clients to purchase with SMART.
Multi-Quotient Workshop (Monthly)
Schedule:
4-May,8-June,6-July,10-Aug,7-Sept,12-Oct,9-Nov,7-Dec
- Analyze your career development trend
- Personality analyst coaches you the way leading to career success
Investment Seminar (Monthly)
Schedule:
5-May,2-June,7-July,4-Aug,8-Sept,6-Oct,3-Nov,1-Dec
- Analyze the latest market trend
- Bring you the latest market information
- Investment tips sharing
NEW Financial Quotient Workshop (6 classes)
Schedule:
12-Apr,26-Apr,17-May,31-May,14-June, 28-June,12-July, 26-July,9-Aug, 23-Aug, 6-Sept, 20-Sept4-Oct, 18-Oct, 1-Nov, 15-Nov,29-Nov, 13-Dec
- It brings out the common misunderstanding towards financial planning and educates the public about proper financial planning concepts
Knowledge
Class 1:
- Your responsibility towards family
- Secrets of premium payment terms and life insurance savings
Class 2:
- Do you have enough medical insurance coverage?
- Any critical terms and conditions you must know?
Class 3:
- Your income source in the time of accidents and critical illness
- Is your coverage enough? 20 times differences in premium for the same amount of coverage and area?
Applications
Class 4:
- WISE Selection: (Pre/Post) Retirement Strategic Solution
- Know more about retirement planning
Class 5:
- WISE Selection: Children Nutrition Solution
- One stop solution for medical coverage, educational funds and nurturance of proper financial planning
Class 6:
- Testing your money value. Personality matters a lot to your wealth!
- WISE Selection: Asset Reallocation Solution
Enquiry Hotline: 2297 7816 Ms. Shek