I WOULD LIKE TO
Today’s world is changing faster than ever, with technological advancement, climate change, intellectual awareness, financial evolution, and quite recently, the COVID-19 pandemic. Such unpredictability makes wealth and legacy planning even more pertinent.
This half-day programme is designed to provide financial professionals with the understanding of such challenges that we are facing and will face in the future. The seven wealth and legacy planning strategies are the critical steps in strategizing a proper financial plan based on the individual’s or business’s financial situation, goals and risk tolerance, and ultimately help them to gain maximum financial security or benefits.
Intermediate
MYR
1,000*
/ PAX
*Subject to 6% Service Tax
Remisiers, CMSRL license holders, private bankers, relationship management managers, registered & licensed financial planners/advisors, Investment bank management and staff, commercial bank management and staff, Islamic bank management and staff, public and industry related professionals, stock broking firms' management, business reporters and anyone with an interest in this area
YONG CHU EU
Yong Chu Eu is the founder, managing director and principal trainer of Money & Life Academy and a licensed financial planner (FAR & CMSRL) for Philip Wealth Planner and has more than 12 years’ experience in the training and financial planning industry. He was a unit trust consultant and a professional will writer prior to joining Fin Freedom in 2010, as a fully licensed financial planner and Head of Education.
He is regularly featured and interviewed in the local medias for his experience and expertise in the financial market, while being a blogger and a regular columnist for the Chinese financial magazine – The Busy Weekly, and the Smart Investor magazine. He also appeared in MFPC’s Financial 1st magazine and MFPC JWMFP journals, Money Compass, The Edge Malaysia – Personal Wealth, Focus Malaysia, Sin Chew Newspaper and Melody FM (a local radio channel in Malaysia) to share his view on various financial planning topics.
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