Practical Aspects of setting up a customized and professional Private Trust

I will be sharing on the practical part of setting up a customized Private Trust and together with other Estate Planning tools will be discussed also on next Wednesday (7 Feb 18) in Penang

Grab your seat here
https://goo.gl/forms/Xket9dvyTiIK92Un1

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

What 'will“ your legacy be? Unfold practical aspects of professional will writting

Date: 9 Jan 2017
Time 9am-6pm
Venue: Fin Freedom Sdn Bhd

Highlights:
1） Unfold practical aspects of professional will writing
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 professional will writing legal knowledge and skill.
2. Recognize the practical aspects of a professional will.
3. Prevent costly and avoidable mistakes in will writing.

Outcomes:
Participants should be able to:
1. Plan legacy left behind without any hassle.
2. Manage well finance through professional and effective estate planning tools.
3. Manage the money, family and life in a better control and balance way.   
4. Live life to the fullest and in the same time giving and helping those needed.

Content
1. Will and why is it important to have one
2. Legal requirements of a will.
3. When do you not need a will?
4. Practical aspects to write a wills
5. Limitations of Will and Estate planning for high net worth
6. Estate distribution process
7. Summary

Contact Person(s)
Lena Lim 04-6443466/67 lenalim or connect@financialfreedom.com.my

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

Redefine your own retirement life you want

HRDF/SIDC CPE/FIMM CPD Course: The secret to a happy retirement @PG

Date: 20 Oct 16 (Thur)
time: 9am-6pm
Venue: Fin Freedom

Highlights
1. Redefine Retirement
2. Provide DIY retirement tool
3. Optimize current Nest egg
4. HRDF Claimable
5. 10 CPE & 8 FIMM CPD points awarded

Objective
1. Allow the participants especially matured adult to plan well for their retirement, have a peace of mind to maintain work life balance and stay focus on job.
2. Allow the participants to master winning strategies to optimize their nest egg to achieve their retirement.

Who should attend?
Everyone, who is matured enough to learn how to craft and master their own retirement lifestyle

Learning Outcome
1. Participants should be able to better manage of client’s finance and retirement life.
2. Participants should be able to help their client take control of their own life, family and money.
3. Participants should be able to guide their clients to live life to the fullest and in the same time giving and helping those needed.

Course Outlines
1. Define your retirement
2. What kind of retirement life you want
3. How much nest egg you have to fund your retirement?
4. What are strategies to optimize your nest egg?
5. Preparation to retirement
6. Summary

#CPE #HRDF #CPD #FIMM #retirement #retireearly #balance #nestegg #financialplanning
#moneymastermy #finfreedom #learning #workshop #moneylife

(10 CPE SIDC,8CPD MFPC & FIMM) Transforming Your Energy: Leading Your Mental Well Being Through Effective Financial Stress Management

 

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

HRDF/CPE/CPD Course: The secret to a happy retirement 13 August 16 @ PG

HRDF/CPE/CPD Course: The secret to a happy retirement @PG

Date: 13 August 16 (Sat)
time: 9am-6pm
Venue: Fin Freedom

Highlights
1. Redefine Retirement
2. Provide DIY retirement tool
3. Optimize current Nest egg
4. HRDF Claimable
5. 10 CPE & 8 FIMM CPD points awarded

Objective
1. Allow the participants especially matured adult to plan well for their retirement, have a peace of mind to maintain work life balance and stay focus on job.
2. Allow the participants to master winning strategies to optimize their nest egg to achieve their retirement.

Who should attend?
Everyone, who is matured enough to learn how to craft and master their own retirement lifestyle

Learning Outcome
1. Participants should be able to better manage of client’s finance and retirement life.
2. Participants should be able to help their client take control of their own life, family and money.
3. Participants should be able to guide their clients to live life to the fullest and in the same time giving and helping those needed.

Course Outlines
1. Define your retirement
2. What kind of retirement life you want
3. How much nest egg you have to fund your retirement?
4. What are strategies to optimize your nest egg?
5. Preparation to retirement
6. Summary

#CPE #HRDF #CPD #FIMM #retirement #retireearly #balance #nestegg #financialplanning
#moneymastermy #finfreedom #learning #workshop #moneylife

HRDF/CPE/CPD Course: A simple yet practical financial plan tool @ PG 14 July 16 Thur

Your client worries about money...
Your client worries about future
How you give them a hope....

CPE/CPD/HRDF Course: A Simple yet practical financial plan tool
Date: 14 July 16
Venue: Fin Freedom Training Lounge
Time: 9am-6pm

Highlight
☆Financial Health Check
☆Practical Financial Plan tool given
☆Case study
☆HRDF Claimable
☆10 CPE & 8 FIMM CPD points awarded (Pending approval)

Objectives
1. Help clients and ownself to construct a simple yet practical financial plan
2. Employ the tool to plan and gains commitment from client and open business opportunity on financial solutions proposed

Outcomes:
1. Participants should be able to better manage of the client’s finance through financial planning tool.
2. Participants should be able to help their client take control of their own life, family and money.
3. Participants should be able to guide their clients to live life to the fullest and in the same time giving and helping those needed.

Target group
Remisers, CMSRL License Holders, Private Bankers, Bank Relationtion 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 Public

Course Outline
1. Knowing you financially.
2. Overview of Financial Planning & the important of financial planning
3. Important of having a goal
4. Financial Plan’s goal, resources and gaps
5. Formulate Financial/Investment Strategies.
6. Develop Action Plan and Review Schedule.
7. Q & A & Summary

CPE/CPD/HRDF Course: The secret to a happy retirement 27 June 16

 

Date: 27 June 16 (Mon)
Time: 9am-5pm
Venue: Fin Freedom, Penang

Highlights
1. Redefine Retirement
2. Provide DIY retirement tool
3. Optimize current Nest egg
4. HRDF Claimable
5. 10 CPE & 8 FIMM CPD points awarded

Objective
1. Allow the participants especially matured adult to plan well for their retirement, have a peace of mind to maintain work life balance and stay focus on job.
2. Allow the participants to master winning strategies to optimize their nest egg to achieve their retirement.

Who should attend?
Everyone, who is matured enough to learn how to craft and master their own retirement lifestyle

Learning Outcome
1. Participant should be able to know what retirement means to them and what retirement life they want.
2. Participant should able to quantify what their retirement cost is, how to fix the gaps based on what capital they have currently.
3. Participant should be able to utilize the strategies to optimize their nest egg towards desired retirement lifestyle.
4. Participant should be able to prepare mentally and financially toward their retirement.

Course Outlines
1. Define your retirement
2. What kind of retirement life you want
3. How much nest egg you have to fund your retirement?
4. What are strategies to optimize your nest egg?
5. Preparation to retirement
6. Summary