Redefine your retirement definition, quantify your retirement numbers & optimize your strategies

Let redefine your own retirement definition, quantify your own retirement number (Need, Resource and Gaps) and optimize your retirement strategies as whole by attending the workshop coached by me on 11 Dec 17 (Mon) at Penang. 

Highlights
1. Redefine Retirement
2. Provide DIY retirement tool
3. Optimize current Nest egg
4. Real life stories & case study
5. Interactive learning in comfortable environment

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
a) Directors, Business Owners, Entrepreneurs, Managers, Team Leaders, Decision Makers who are committed to lead their team toward financial wellness and successful in career and life.
b) Financial Professionals who look for upholding their skills, professionalism and knowledge in order to serve their clients better.

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

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

Online Registration
https://goo.gl/forms/Xket9dvyTiIK92Un

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

Financial Stress-Restructuring Tight or Negative Cash Flow @ Smart Imvestor Oct 17

I am sharing How to "Restructuring Tight or Negative Cash Flow" in Smart Investor Oct 17 on title  "Financial Stress Tight or Negative Cash Flow". Please share with me your suggest if you have any good idea so that i can learn more

#CPE #HRDF #CPD #FIMM #MFPC #financialplanning #wealthplanning #SIDC #stress #financialstress #balance #stressmanagement #financialplanning
#moneymastermy #finfreedom #learning #workshop #money #personalfinance

海外ETF火红，大马ETF 4招打破闷局-资汇October 17

有人问巴菲特，如果您不在了，您会如何建议家人投资，他说，我会建议他/她投资在低服务费和年费的交易所指数基金-Exchange Traded Fund(ETF)。这次，资汇(10月30号)就针对证券局要开放更多销售管道来推销ETF。我有分享一些我的看法，多多指教。谢谢雪桦的电话访谈。

 

#ETF #BursaMalaysia #ExchangeTradedFund #Investment #SC #Securities #Invest #moneynlife #finfreedom #thebusyweekly #financialplanning #YongChuEu
#投资 #资汇 #证券局 #交易所指数基金 #理财 #财福人生 #理财规划 #杨子佑硕士

"Financial Stress Tight or Negative Cash Flow"-Smart Investor Sept 17

I am sharing "How to practice good financial planning skill to overcome money-related problem" in Smart Investor Sept 17 on title  "Financial Stress Tight or Negative Cash Flow".   Please share with me your way if you came across before

#CPE #HRDF #CPD #FIMM #MFPC #financialplanning #wealthplanning #SIDC #stress #financialstress #balance #stressmanagement #financialplanning
#moneymastermy #finfreedom #learning #workshop #money #personalfinance

Personal Wealth Management and You!

This is my 6th new financial master class topic on "Personal Wealth Management and You" that i prepared for nearly one month which was successfully run in Penang on Oct and now it finally come to KL on 17 Nov-Friday. The Personal Wealth Management started from "Wealth Creation/Accumulation->Wealth Protection and Risk Management->Wealth Preservation and Finally Wealth Distribution". In this class my focus will be on Personal Wealth Protection on 3 major insurance coverage-Personal, Asset and Liability. Let me know if you interest to join and learn

Highlights:
1) Employ best-suited wealth management tools
2) Real life stories & case study
3) Interactive learning in comfortable environment
Objectives:
Upon completion of this course, participants will be able to:
1. Discuss what is the personal wealth management and its process.
2. Discuss how to accumulate, protect, preserve and finally distribute the wealth.
3. Employ the best-suited wealth management tool based on personal life cycle, financial goals and needs.

Outcomes:
1. Well manage the clients’ finance and wealth.
2. Archive the balance between money, family, and life.   
3. Guide the clients to live life to the fullest and at the same time giving and helping those needed.

Content
1. What is personal wealth management?
2. Wealth Creation and Accumulation
3. Wealth Protection & Risk Management
4. Wealth Preservation
5. Wealth Distribution
6. Summary

Who Should Attend
a) Directors, Business Owners, Entrepreneurs, Managers, Team Leaders, Decision Makers who are committed to lead their team toward financial wellness and successful in career and life.
b) Financial Professionals who look for upholding their skills, professionalism and knowledge in order to serve their clients better.

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

Online Registration
https://lnkd.in/fKKx7rv
Contact Person(s)
Training
04-6443466/6443467
training@financialfreedom.com.my
www.financialfreedom.com.my
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#CPE #HRDF #CPD #wealth #personalwealthmanagement #balance #wealthplanning #financialplanning #accumulatewealth #protectwealth #perservewealth #distributewealth
#moneymastermy #finfreedom #learning #workshop