SIDC CPE, FIMM CPD & HRDF Certified Financial Master Class-It’s Time To Retire! The Secret To Retiring Happy, Wealthy, And Stress-Free @ PG

Date: 12 August 2021

Time 9am-6pm

Venue: Berjaya Hotel, 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

Objectives:

Upon completion of this course, participants will be able to:

1. Define the retirement and plan well for it;

2. Explore the tool to quantify the client’s retirement need and gaps;

3. Identify the winning strategies to optimize client’s nest egg to achieve the retirement;

4. Manage the client’s finance and retirement life.

Content

a) How much time do you have?

i) How much time do you have?

ii) Steven Job’s-Stay Hungry and Stay Foolish!

iii) Eisenhower Decision Matrix on Efficient Time Management

b) Redefine the client’s retirement and it’s time to retire!

i) What does retirement (new and old definition) mean to clients?

ii) How do clients picture retirement?

iii) Retirement’s reality check?

iv) EPF’s Vision of a Comfortable Retirement

v) Redefine the retirement for clients

vi) Retirement is the state of mind and it’s time to retire.

c) What kind of retirement life do clients want?

i) How much does it really cost?

ii) What is the regular monthly investment plan in order to get this retirement need?

iii) How does the Retirement Roadmap look like?

d) How much nest egg you have to fund your retirement and how to fix the gaps?

i) How much nest egg clients have now?

ii) What is the future projection of your client’s nest egg’s value (EPF, Property, PRS and other Investment)

iii) How to fix the gaps?

iv) Create your own Retirement Investment portfolio!

e) What are the six major strategies to optimize the client’s nest egg?

i) Meet the couple who quit their jobs and retired in their 30s (case study) and its key takeaway

ii) Three Critical factors of a comprehensive retirement plan

iii) What are the six winning strategies to optimize the clients’ nest egg?

f) Preparation to retirement

i) What are the eight common mistakes most people made in retirement planning?

ii) What should clients prepare ahead when retirement day is approaching?

g) Dying with Dignity

i) What are Palliative Care and the comparison with the traditional way?

h) Summary & Q & A

i) Summary & Recap

ii) Question and answers session.

iii) Feedback/Evaluation on course

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) AICB CPD – 8 points (only applicable for AICB’s member & subject to own application to AICB's CPD Diary based on given certificate of completion)

d) MFPC CPD – 8 hours (only applicable for MFPC’s member & subject to own application to MFPC for the CDP endorsement)

Online Registration

https://forms.gle/jc8hfeYzU5sCEStv7

Contact Person(s)

019-5932539 / 013-5752539Email: moneylifeacademy@gmail.comhttps://www.facebook.com/moneylifeacademysb

Or Click below to whatapps

https://wa.me/60195932539https://wa.me/60135752539

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