Top Lessons from our May 10th Presentation on Top Schools, Top Universities and Saving/Paying for School

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Last night we had a full board room attending our joint presentation with Top Schools‘ head girl Ruth Benny on paying for international schools in Hong Kong and saving for university education in the US or UK.  We had several good questions covering topics including debentures, 529 plans, in-state vs out-of-state tuition, and when to […]

Top Schools, Top Universities: May 10 Joint Event with HK's Top Educational Consultant Ruth Benny

Posted 1 CommentPosted in Education, Events

Hong Kong schools are competitive and costly, and planning and saving for university for your child can seem just as daunting.  This joint presentation by Top Schools’ Ruth Benny and GFM Asset Management’s Tariq Dennison CFP covers the big investments parents make in education, from choosing the best schools in Hong Kong to planning and […]

March 20th Event: Investing in Mexico (and other Emerging Markets) after Trump, over Tequila

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On Monday, March 20th 2017, join us at 6:30pm at Mezcalito Hong Kong for an informal presentation and networking opportunity where we discuss investment outlooks on Mexico and other Emerging markets in the age of Trump and beyond.  Drinks are on a cash bar basis with discounts available to those who RSVP. RSVP on Eventbrite. […]

March 15 2017 College Savings Seminar: Planning and Paying for it

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Sending a child to university is one of the largest big-ticket financial goals for many families.  A 4-year degree at a top college can easily cost over US$200,000 / HK$1,500,000 per child, and this cost has been rising far faster than the overall rate of inflation. Hong Kong based CERTIFIED FINANCIAL PLANNERCM Professional Tariq Dennison […]

Feb 28th Event on US Retirement Savings and College Planning from Hong Kong

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We are pleased to announce our first joint event with Chris Chang of American Pacific Tax, where we discuss the investing and tax sides of real estate and the differences between buying a physical property vs listed real estate investment trusts (REITs). Registration is now open on Eventbrite.

Feb 16th Event on Investing in Real Estate: Physical Property vs Liquid Real Estate Investment Trusts (REITs)

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We are pleased to announce our first joint event with Chris Chang of American Pacific Tax, where we discuss the investing and tax sides of real estate and the differences between buying a physical property vs listed real estate investment trusts (REITs). Registration is now open on Eventbrite.

Dec 8th Event on Year-end Tax-smart Investment Strategies for US Taxpayers

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We are pleased to announce our first joint event with Chris Chang of American Pacific Tax, where we discuss the investing and tax sides of real estate and the differences between buying a physical property vs listed real estate investment trusts (REITs). Registration is now open on Eventbrite.

Nov 17th Event on Investing in Real Estate: Physical Property vs Liquid Real Estate Investment Trusts (REITs) and Tax Differences

Posted Leave a commentPosted in Events

We are pleased to announce our first joint event with Chris Chang of American Pacific Tax, where we discuss the investing and tax sides of real estate and the differences between buying a physical property vs listed real estate investment trusts (REITs). Registration is now open on Eventbrite.