#94: AI 面圆桌派 02 ~ AI 时代的理财之道
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#94: AI 面圆桌派 02 ~ AI 时代的理财之道

31 May Online

About this event

你有没有试过,让 AI 帮你解释 ETF、看一只股票、算退休,或者判断该不该提前还房贷?
它说得很快。
也很像那么回事。
但理财最难的,常常不是看懂一个产品。
而是看清自己的约束:收入、家庭、税务、房贷、风险承受力,还有你晚上能不能睡得着。
这一场,我们继续用「AI 双面圆桌派」的方式,聊 AI + 理财。

我们会聊几个普通人真的会遇到的问题:

  • AI 能帮我们省下哪些查资料、做比较、读文件的时间?
  • 为什么同样收入、同样资产的两个家庭,答案可能完全不同?
  • AI 给出的投资观点,普通人可以怎么验证,而不是直接相信?
  • 金融平台越来越智能之后,效率、推荐和用户保护之间怎么平衡?
  • 当金融骗局从群发话术变成个性化关系,我们该如何提高警觉?

这不是一场投资课。
也不会给个股推荐。
我们更想聊的是:
AI 可以帮我们更快看懂信息,但它不能替我们承担后果。

嘉宾介绍

Melinda Hu, CFP
加拿大 CFP 注册财务规划师,拥有 20 年中加税务与财富规划经验,专注小企业与家庭的税务及退休规划。她长期关注 AI 对财务规划行业的影响,也关注在技术快速变化的时代,人们如何重新理解财富、风险与安全感。

Alex Luo
资深 IT 软件架构师,15 年深耕云技术、AI 人工智能与科技金融行业。金融创业 5 年,致力于中产阶级财商教育和理财服务,关注 AI 在金融行业的应用和发展。

About Startup4Chinese
Started in August 2017, Startup4Chinese's mission is to INSPIRE, EMPOWER, and CONNECT entrepreneurial minds not only among Chinese but beyond. We want to inspire your passionate entrepreneurship spirit, empower your brilliant startup idea, and connect you with your future reliable partner. We value Openness. We provide Pragmatic topics. We want to help you succeed!

关于OneHub
OneHub商业咨询是一家领先的加拿大咨询公司,提供商业咨询和顾问服务,帮助中小企业增长和成功。该公司以其战略咨询方面的专业知识而闻名,包括商业计划、市场研究、财务建模和数字化转型。创始人Eddie Lee有30多年企业实务经验,他注意到创业者常常面临相同的问题。OneHub团队,就是要为为初创企业或中小型企业遇到的问题提供全面解决方案。

About OneHub
OneHub Business Consulting is a leading Canadian consulting company that provides business consulting and advisory services to help small and medium-sized enterprises grow and succeed. The company is known for its expertise in strategic consulting, including business planning, market research, financial modeling, and digital transformation. Founder Eddie Lee has over 30 years of practical experience in the corporate world and noticed that entrepreneurs often face similar problems. The OneHub team aims to provide comprehensive solutions for the issues encountered by startups or small to medium-sized businesses.

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