
【遺產稅攻略】大繼承時代的財富傳承新思維
08:00 - 09:30 UTC+1
Online Event
Registration with the organizer
Registration for this event is handled by 匯客+|保險業務匯客系統.
Free
Free entry - register with the organizer.
About Event
Join the online session on October 29, 2026, at 14:00 (GMT-8) for insights on estate tax strategies. Led by expert 朱家棟, this workshop is tailored for insurance professionals to deepen their understanding of estate tax and its role in building trust with high-net-worth clients. Learn about the four essential methods and steps in estate tax planning, along with five key objectives for effective wealth transfer. This session aims to enhance your professional service value by aligning planning strategies with clients’ unique asset and family situations.