Tax-smart pension portfolio in 3 hours

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The Rich Seminar - A Fail-Safe Strategy for Planning a Lifelong Pension of KRW 3 Million per Month

From contribution priorities to retirement income: an in-person seminar on tax-advantaged accounts and asset allocation with Beom-gon Kim and Du-young Jang.

Tax-advantaged accountsPensionsAsset allocation
Event date
Venue
Seoul Forest Forhu, 10F (Seoul Forest Station Exit 2)Quarterback Asset Management seminar room
Capacity
First 30 attendees
Registration period
Admission
₩50,000Free

About the seminar

Retirement living expenses differ from person to person. Preparing for them means considering both how to build your savings and how to draw on them, with your spending timeline in mind.

Beom-gon Kim covers contributions and withdrawals across tax-advantaged accounts. Du-young Jang covers asset allocation and dividend cash flow. Both speakers join the live Q&A after the talks.

Program

  1. Part 1
    Beom-gon Kim Head of WM Center

    Contribution and withdrawal priorities

    • Which to fund first — Korean ISA, IRP or pension savings
    • Withdrawal and transfer conditions when you need a lump sum
    • Tax considerations when drawing a pension
  2. Part 2
    Du-young Jang CEO

    Keeping your living-expense plan on track through market swings

    • Balancing opportunities in rising markets and losses in falling markets
    • Key U.S. market signals to check when headlines shake your confidence
    • Reviewing your remaining assets when using dividends for living expenses
  3. Q&A

    Live Q&A about your accounts and investments

    Ask about contribution priorities, withdrawals and transfers when you need a lump sum, or adjusting your mix of stocks, bonds and cash. Bring questions from managing your accounts or points from the talks you would like clarified.

Speakers

Beom-gon Kim

Beom-gon Kim

Head of WM Center, Quarterback Asset Management

김범곤의 연금수업103K subscribers
  • Author of 김범곤의 월300만 원 평생연금
  • Author of 55세 전, 연금을 키워라!
  • Certified Financial Planner (CFP) · Accredited Retirement Planning Specialist (ARPS)
Du-young Jang

Du-young Jang

CEO, Quarterback Group · Founder, Quarterback Asset Management

  • Former Research Analyst and Hong Kong VP, Samsung Securities
  • Economics, UC Berkeley

Getting there

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Seoul Forest Forhu, 10F (Seoul Forest Station Exit 2)

Quarterback Asset Management seminar room

서울 성동구 왕십리로 58 · 10th floor, Seoul Forest Forhu