律師話你知:失智?中風?財產點算?家人可以點做?|甚麼是持久授權書?|要幾錢?|#退休 #理財 #平安三寶 #持久授權書 #囑願

李澄幸_理財關你事 April 24, 2025
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李澄幸_理財關你事

@rayleecfp

About

李澄幸(Ray)從事金融行業超過18年,參與過不同的投資項目,曾聯合創辦金融科技公司,於香港的創業比賽獲獎,及後與夥伴們一同將業務拓展至越南。 近年,專注於退休策劃及資產配置,並從事相關的教育工作,主講超過300場理財講座,出版過多本暢銷理財書籍,包括《移英財稅七步走》、《港樓變薪術》及《富活享贈傳》等,曾登上誠品暢銷書排行榜第一名以及Google Play暢銷書排行榜第一名。 Ray畢業於香港中文大學經濟學系,持有認可財務策劃師(CFP)、認可信託從業員(CTP)及澳洲管理會計師(CMA)等專業資格。工作以外,一直積極服務社會和業界,曾任香港財務策劃師學會主席、香港職業訓練局銀行及金融業訓練委員會委員、香港僱員再培訓局保險及金融業行業諮詢網絡委員等崗位。 如果你對於理財感興趣,特別是退休策劃的話,誠意邀請你訂閱,一起多角度地看退休和個人及家庭財務的互動關係。 註(1):這個頻道於2024年9月23日正式營運,於2025年3月26日(半年)實現10,000訂閱、於2025年6月23日(九個月)進一步達到20,000訂閱,再於2026年2月11日(一年零四個月)進一步突破30,000訂閱。在此,衷心感謝大家的支持!這裡將定期發佈新短片,逢星期四下午6時更新。 註(2):Ray不是全職YouTuber,相信沒有足夠的時間回覆所有的留言,通常只能在每條短片發佈後的兩至三天內較積極的回應。 註(3):工作以外,Ray也是一名爸爸,育有兩名女兒,故偶然會分享一些與兒童財商、親子理財、升學安排及財富傳承有關的想法,期待和大家多交流。 註(4):本頻道的所有內容均屬個人分享和交流性質,不構成任何形式的法律、稅務或投資意見。如有任何疑問,請進一步諮詢相關的專業人士。 註(5):如希望洽談合作,請電郵:[email protected]

Video Description

是次訪談的重點如下: 1. 意外昏迷,個人財產可以動用嗎? 2. 家人可以走甚麼樣的法律程序? 3. 甚麼是持久授權書?費用大概是多少? 補充: 現時,我除了在明報設理財信箱外,也為這個頻道開立新的理財信箱,連結如下。 https://forms.gle/tYeSnkMrfrUnHT2w9 如你有理財問題希望提問,可填寫以上的表格,再另覓時間討論。 感謝你的觀看。 #退休 #理財 #平安三寶 #持久授權書 #囑願

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