Events Review

March 18, 2025 – 3rd Certified Family Office Planner (CFOP) Course: Shenzhen Will Bank

March 11, 2025 – 3rd Certified Family Office Planner (CFOP) Course: Lesson 3

March 4, 2025 – 3rd Certified Family Office Planner (CFOP) Course: Lesson 2

February 25, 2025 – 3rd Certified Family Office Planner (CFOP) Course: Lesson 1

February 20, 2025 – “Trust + Will = Invincible 3.0” Seminar

January 14, 2025 – Trillion Financial Group and AleeanPeace Family Office Strategic Cooperation Launch Ceremony

October 30, 2024 – “Trust + Will = Invincible 2.0” Seminar

June 26, 2024 – “Trusts + Wills = Invincible” Seminar

April 19, 2024 – Family Wealth Preservation and Inheritance Succession Seminar

March 16, 2024 – Creating a Steady and Lifelong Retirement Income Planning Seminar

November 23, 2023 – Family Office Strategic Partner Briefing

September 22, 2023 – Family Office Strategic Partner Gathering

August 24, 2023 – Mainland Client Seminar

July 1, 2023 – New Opportunities for Hong Kong Resettlement Client Seminar

May 6, 2023 – Before and After Cancer Client Seminar

March 23, 2023 – Revitalizing Self-owned Properties and Creating Passive Income

March 9, 2023 – Parent-Child Financial Quotient CCFQI

March 4, 2023 – The More You Make Wealth, the More You Have Seminar for Clients

December 22, 2022 – Asset Allocation for Private Banking Premium Financing in the High Interest Environment

November 5, 2022 – High-Interest New Generation Client Seminar

October 27, 2022 – Immigration and Taxation

July 30, 2022 – Immigration UK, Australia and Canada Client Seminar

May 26, 2022 – The SME Funding

December 4, 2021 – IIT Talk 2

September 23, 2021 – Introduction to Holistic Medical Service

September 18, 2021 – IIT Talk