【人生財富講堂】中信大人學 樂享財富新關係 EP3. 那些傳承、信託、遺囑的不可不知!  episode artwork

EPISODE · Apr 24, 2025 · 21 MIN

【人生財富講堂】中信大人學 樂享財富新關係 EP3. 那些傳承、信託、遺囑的不可不知!

from 商周Bar · host 商業周刊

廣編企劃 銀髮族拒當詐欺肥羊, 靠「信託」保全資產不外漏! 本集來賓:中國信託銀行理財智庫/周剛毅 主持人:《商業周刊》編輯處主筆 鄭郁萌 一、如何為自己預做「保本」?守護高齡族的老後生活、協助保全資產。 分年存下醫療預備金也很棒,就怕不夠「自律」前功盡棄 二、用信託助攻資產保全與財富傳承 1.信託是什麼?信託的優點?不是家財萬貫的一般人也能適用嗎? 2.不同身分條件,應該如何選擇,以符合自己的需求? 3.案例分享 #本節目由中國信託銀行贊助播出 -- Hosting provided by SoundOn

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【人生財富講堂】中信大人學 樂享財富新關係 EP3. 那些傳承、信託、遺囑的不可不知!

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