So, You've Written a Will: What's Next? - Estate Planning for Wealth Preservation

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FunFun Event Space
55, Jalan Puteri 1/6, Bandar Puteri, 47100 Puchong, Selangor, Malaysia

Event Details

Day/Date:Saturday, 30th November 2024
Time:9:00 AM to 1:00 PM
Venue:FunFun Event Space, Puchong
Ticket Price:Normal Price: RM 35 (Until 25 November 2024)
Early Bird Price: RM 20 (Until 15 November 2024)

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Details

This insightful talk is designed to guide participants beyond the basics of will-writing, helping them understand the next steps to ensure their estate planning wishes can be fulfilled. 


Session 1 - Testator passed away with A Will – What's next? - Joshua Kuan, Lawyer
We’ll explore what individuals should do after, like:

  Will the bank release information on the deceased to me?

  Can I drive the Deceased's car?

  Must I attend court?


We’ll also discuss practical scenarios where participants may not have prepared a will and the implications for their loved ones, offering guidance on how to get started.

Session 2 - Aligning Estate Planning to your Financial Goals - Felix Neoh, Director of Financial Planning
This shifts focus to the bigger picture by aligning estate planning to your personal financial goals.

Participants will gain practical tips on successful estate planning execution:

  How estate planning can complement your overall financial planning strategy

  Steps to create and preserve family wealth

  Ensure your legacy for the next generation 


This event offers practical advice to ensure that participants not only have the right estate planning tools in place but also understand how to use estate planning as a powerful strategy in their financial journey.


Location

FunFun Event Space
55, Jalan Puteri 1/6, Bandar Puteri, 47100 Puchong, Selangor, Malaysia

{{$t("Terms and Conditions")}}

  • Event Registration

    • Participants must register in advance to attend the event.
    • The event organiser reserves the right to limit or refuse participation if necessary.


  • Event Attendance

    • Participants are expected to arrive on time to ensure smooth proceedings.
    • The organiser may modify the event schedule or content without prior notice if needed.


  • Photography and Media

    • By attending, participants consent to the use of event photos and videos for marketing or promotional purposes. If you do not wish to appear in such materials, please notify the event organiser in advance.


  • Event Content Disclaimer

    • The information shared during the event is for general educational purposes only and does not constitute legal, financial or professional advice. Participants are encouraged to seek independent advice for their specific situations.


  • Liability Waiver

    • The event organiser is not responsible for any personal loss, injury or damage incurred during the event.


  • Cancellation or Changes

    • In case of unforeseen circumstances, the organiser reserves the right to cancel, postpone or change the event venue or format. Registered participants will be notified promptly.


  • Code of Conduct

    • All participants are expected to behave respectfully towards speakers, staff and fellow attendees. Disruptive behaviour may result in removal from the event without a refund.


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Finwealth Management Sdn. Bhd.

We are an independent financial advisory firm that delivers wealth management and financial planning services to everyday Malaysians.
Scan & Share
http://t2u.asia/e/39035 

So, You've Written a Will: What's Next? - Estate Planning for Wealth Preservation

FunFun Event Space
55, Jalan Puteri 1/6, Bandar Puteri, 47100 Puchong, Selangor, Malaysia
0 Days
0 Hours
0 Minutes
0 Seconds

Ticket Information

This insightful talk is designed to guide participants beyond the basics of will-writing, helping them understand the next steps to ensure their estate planning wishes can be fulfilled. 


Session 1 - Testator passed away with A Will – What's next? - Joshua Kuan, Lawyer
We’ll explore what individuals should do after, like:

  Will the bank release information on the deceased to me?

  Can I drive the Deceased's car?

  Must I attend court?


We’ll also discuss practical scenarios where participants may not have prepared a will and the implications for their loved ones, offering guidance on how to get started.

Session 2 - Aligning Estate Planning to your Financial Goals - Felix Neoh, Director of Financial Planning
This shifts focus to the bigger picture by aligning estate planning to your personal financial goals.

Participants will gain practical tips on successful estate planning execution:

  How estate planning can complement your overall financial planning strategy

  Steps to create and preserve family wealth

  Ensure your legacy for the next generation 


This event offers practical advice to ensure that participants not only have the right estate planning tools in place but also understand how to use estate planning as a powerful strategy in their financial journey.


Location

FunFun Event Space
55, Jalan Puteri 1/6, Bandar Puteri, 47100 Puchong, Selangor, Malaysia

Terms and Condition

  • Event Registration

    • Participants must register in advance to attend the event.
    • The event organiser reserves the right to limit or refuse participation if necessary.


  • Event Attendance

    • Participants are expected to arrive on time to ensure smooth proceedings.
    • The organiser may modify the event schedule or content without prior notice if needed.


  • Photography and Media

    • By attending, participants consent to the use of event photos and videos for marketing or promotional purposes. If you do not wish to appear in such materials, please notify the event organiser in advance.


  • Event Content Disclaimer

    • The information shared during the event is for general educational purposes only and does not constitute legal, financial or professional advice. Participants are encouraged to seek independent advice for their specific situations.


  • Liability Waiver

    • The event organiser is not responsible for any personal loss, injury or damage incurred during the event.


  • Cancellation or Changes

    • In case of unforeseen circumstances, the organiser reserves the right to cancel, postpone or change the event venue or format. Registered participants will be notified promptly.


  • Code of Conduct

    • All participants are expected to behave respectfully towards speakers, staff and fellow attendees. Disruptive behaviour may result in removal from the event without a refund.


 
We are an independent financial advisory firm that delivers wealth management and financial planning services to everyday Malaysians.
Event Links
http://t2u.asia/e/39035 
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