Sunday, July 16, 2017

Private Trust is the popular a useful estate planning tool used to pass the wealth and love eternally

SIDC CPE/FIMM CPD/HRDF Financial Master Class-Eternal Love and Private Trust
 Date: 29 July 2017 (Sat)
Time 9am-6pm
Venue: KL Sentral SSM Office, KL

Highlights:
1) Unfold practical aspects of setting up a customized & professional trust
2) Take control of own legacy
3) Prevent costly delay & dispute
4) Real life stories & case study
5) Interactive learning in comfortable environment

Objectives:
Upon completion of this course, participants will be able to:
1. Employ private trust’s legal knowledge, skill and its application.
2. Recognize the practical aspects of setting up a private trust.
3. Setup an effective and customized private trust to speed up the distribution and proper management of estate.

Outcomes:
Participants should be able to:
1. Plan the client’s legacy left behind eternally and how it being managed without any hassle.
2. Manage well their clients’ finance through professional and effective estate planning tools.
3. Manage their clients’ money, family and life in a better control and balance way.
4. Guide their clients to live life to the fullest and in the same time giving and helping those
needed.

Content
1. What is trust and why is it important to have one
2. Legal requirements of a trust.
3. When do you need a trust?
4. Practical aspects of setting up a trust
5. Application of trust instruments in Estate Planning
6. Trust Operation model
7. Summary

Note:
1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
    a)      SIDC CPE – 10 points
    b)      FIMM CPD – 8 points


Grab the limited seat by register here
https://goo.gl/forms/2jnxpUhTR67jKi2k2

Contact Person(s)
Training
04-6443466/6443467
training@financialfreedom.com.my
www.financialfreedom.com.my

#wealth #privatetrust #estateplanning
#CPE #HRDF #CPD #will #estate #financial #networth #legacy #financialplanning #moneymastermy #finfreedom #learning #workshop

Tuesday, July 04, 2017

Money is one of the big stress that most people faced

Money is one of the big stress that most people faced but main reason is due to how we manage our money that cause the most stress so learn to manage our money is the best way to transform the stress into wellness.

50% of the overall stress could be reduced by better financial management. (Source: Narges Delafrooz & Laily Hj Paim, 2011). Financial education programs could improve workers’ financial problem and reduce financial stress. Another finding also indicated that workers who attended financial education seminars and workshops reported less financial stress and greater financial well-being than those who did not (Source: Garman, Kim, Kratzer, Brunson, & Joo, 1999 & Garman, et al., 1999), So here is the one day seminar to learn to manage our money well.

Date: 15 July 2017
Time 9am-6pm
Venue: Fin Freedom Sdn Bhd, Penang

Highlights:
1)Identify financial stresses
2)Implement stress management strategies
3)Reduce stress by 50%
4)Real life stories & case study
5)Interactive learning in comfortable environment
 
Note:
1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
    a)      SIDC CPE – 10 points
    b)      FIMM CPD – 8 points

Contact Person(s)
Lena Lim
04-6443466/6443467
training@financialfreedom.com.my
www.financialfreedom.com.my
 
 

#CPE #HRDF #CPD #stress #financialstress #balance #stressmanagement #financialplanning
#moneymastermy #finfreedom #learning #workshop

Monday, July 03, 2017

Monday, June 19, 2017

SIDC CPE, FIMM CPD & HRDF Claimable Financial Master Class-Transforming the Financial Stress to Financial Wellness @ KL




Date: 29 June 2017 (Thur)
Time 9am-6pm
Venue: KL Sentral SSM Training Lounge, KL

Highlights:
1)Identify financial stresses
2)Implement stress management strategies
3)Reduce stress by 50%
4)Real life stories & case study
5)Interactive learning in comfortable environment

Objectives:
Upon completion of this course, participants will be able to:
1. Recognize the causes of financial stress and its impact on client.
2. Identify financial stresses level faced by client.
3. Identify 5 effective financial stress management strategies.
4. Implement the strategies to reduce the clients financial stress by 50% and maintain financial wellness

Outcomes:
1. Participants should be able to better manage of the client’s finance and stress.
2. Participants should be able to help client take control of their own life, family and money. 3. Participants should be able to help client to transform stress to vitality by balancing Yin Yang energy.
4. Participants should be able to help client to develop positive energy leadership skill
5. Participants should be able to guide their clients to live life to the fullest and in the same time giving and helping those needed.

Content
1. The relationship of financial stress to job
performance.
2. Identify whether the participant are having any financial stress
3. What are the top 5 common financial stresses?
4. What are the strategies to reduce the financial stresses?
5. Re-assess participants financial stress level
6. Summary

Note:
1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
    a)      SIDC CPE – 10 points
    b)      FIMM CPD – 8 points

Contact Person(s)
Lena Lim
04-6443466/6443467
lenalim@financialfreedom.com.my www.financialfreedom.com.my

#CPE #HRDF #CPD #stress #financialstress #balance #stressmanagement #financialplanning
#moneymastermy #finfreedom #learning #workshop

Tuesday, June 13, 2017

Cutting off the financial cord-Focus Malaysia 10-16 June 2007

Cutting off the financial cord-Focus Malaysia 10-16 June 2007
I am sharing how i talked "money" to my kids and some great ideas on "Success Parent and Productive Children" from "The Millionaire Next Door"

#FocusMalaysia #financial #moneynlife #SuccessParentandProductiveChildren #TheMillionaireNextDoor