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Practical Aspect Of Continuing Your Loves, Wealth & Legacy

Thu Mar 12, 2020

Practical Aspect Of Continuing Your Loves, Wealth & Legacy

Time Thu Mar 12 2020 at 09:00 am to 06:00 pm

Nomazon Event Space Penang, Nomazon, Lintang Bayan Lepas 11,, 11900 Bayan Lepas, Bayan Lepas, Malaysia

MYR 358
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Practical Aspect Of Continuing Your Loves, Wealth & Legacy


SIDC CPE/FIMM CPD/HRDF Financial Master Class-Practical Aspect Of Continuing Your Loves, Wealth and Legacy Eternally By Setting Up A Customized Private Trust

Date: 12 March 2020 (Thur)
Time 9am-6pm
Venue: Nomazon Event Space, Penang

Highlights:
-Unfold practical aspects of setting up a customized & professional trust
-Take control of own legacy
-Prevent costly delay & dispute
-Real life stories & case study
-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.

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.

Content
1. Power and Force
2. What is trust and why is it important to have one
3. Legal requirements of a trust.
4. When do you need a trust?
5. Practical aspects of setting up a trust and its limitation
6. Application of trust instruments in Estate Planning
7. Trust Operation model
8. Available funding when someone died
9. 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 hours (only applicable for MFPC’s member & subject to own application with MFPC for the CDP endorsement)

Online Registration
https://goo.gl/TrzzjT

Contact Person(s)
019-5932539
Email: bW9uZXlsaWZlYWNhZGVteSB8IGdtYWlsICEgY29t
https://www.facebook.com/moneylifeacademysb

Or Click below to whatapps
https://api.whatsapp.com/send?phone=60195932539

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



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Tickets

Tickets for Practical Aspect Of Continuing Your Loves, Wealth & Legacy can be booked here.

Ticket Information Ticket Price
Early Bird MYR 358
Normal MYR 413
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About The Host: 持续专业培训(AICB,SIDC,FiMM,MFPC&ABS)和幸福企业企业文化培训HRDF认证讲师,理财规划专业(CFP)和回教理财规划(Shariah RFP)课程讲师,作者,媒体专栏作家和访谈常客
website Link: https://www.facebook.com/moneylifeacademysb
Nearby Hotels Nomazon Event Space Penang, Nomazon, Lintang Bayan Lepas 11,, 11900 Bayan Lepas, Bayan Lepas, Malaysia
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Nomazon Event Space Penang, Nomazon, Lintang Bayan Lepas 11,, 11900 Bayan Lepas, Bayan Lepas, Malaysia

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