Practical Retirement Planning Workshop Advisory Workshop Registration

The consumers now demand better and more professional advice from their financial advisors. This workshop aims to equip the participants with practical knowledge and tools to advise their clients on retirement planning.

The participants will be able to:

Understand the current retirement realities in Malaysia
Identify the 3 main advisory areas of retirement planning
Appreciate the advantage and disadvantages of 2 main approaches in retirement planning calculation – modular or holistic
Appreciate an innovative investing approach to fund retirement nest egg
Identify 6 checklist items for retirement preparation – one year before retirement
Identify the 5 common financial mistakes during retirement

About the workshop

Workshop Fees - RM50.00 per participant

Please bank in the payment to 704-112909-9 OCBC Bank (under Whitman Independent Advisors Sdn Bhd) and email the bank slip or transaction record to stevenchang@whitman.com.my within two days after submitting your registration for us to verify and confirm your seat.

Program Outline

Event Agenda:

9.15 - 9.30 am
• Registration and welcome refreshment

9.30 - 10.30am
• The current retirement realities in Malaysia

10.30 - 11.00am
• 3 main advisory areas of retirement planning

11.00 - 11.30am
• The advantage and disadvantages of 2 main approaches in retirement planning calculation – modular or holistic

11.30 - 12.15pm
• Innovative investing approach to fund retirement nest egg

12.15 - 1.00pm
• 6 checklist items for retirement preparation – one year before retirement

• 5 common financial mistakes during retirement

1.00pm

• Event ends

Speaker Profile

As a leading independent financial advisor in Malaysia, Yap Ming Hui is one of the foremost authorities on holistic wealth management and financial freedom. He is the author of eight best-selling books:

1. You Can't Manage Your Money ... Especially When You're Rich

2. Maximise What You’ve Got … No Matter How Much You Have Now

3. MaxWealth: How To Maximise Your Wealth Beyond Investment Returns

4. Family Office: The Super Rich’s Secret to Wealth Maximisation

5. Roadmap to Financial Freedom: The Ultimate Guide to Financial Freedom

6. Set Yourself FREE: How to Optimise Your Wealth and Become Wealthy with Minimum Effort and Risk

7. Roadmap to Financial Freedom: Updated Edition

8. 《稳健致富》: 财务自由路线图引领的致富攻略

Yap Ming Hui is the founder and managing director of Whitman Independent Advisors Sdn Bhd, a leading independent financial advisory firm (RM2.78 Billion asset under advice) in Malaysia which specialises in helping clients optimise their money and achieve financial freedom. Whitman is licensed by the Securities Commission and Bank Negara Malaysia.

Yap’s personal advisory clients include some of the major owners of public-listed companies (PLCs) on Bursa Malaysia, CEOs of multi- national corporations (MNCs) and successful small-and-medium enterprise (SME) companies.

In 2008, inspired by a cold call from a single mother seeking independent financial advice, Yap decided to adapt his wealth management solutions to fit the needs of every Malaysian. The solution he created for her, the ‘Roadmap to Financial Freedom’, is showcased in his book, Roadmap to Financial Freedom.

In the past, Yap hosted a regular column in the New Straits Times and in Sin Chew Daily. From 2001 to 2002, he was invited to host a wealth management column from in THE EDGE, Malaysia’s leading weekly business publication. From 2003 to 2004, he hosted a regular column in STAR Bizweek advising high net worth individuals on wealth management issues.

In 2007, Yap was invited to share his expertise as the recurring guest for Financial Biz Buzz on the radio station, Lite FM. From Apr 2010 to Aug 2011, Yap shared financial tips and views on NTV7’s The Breakfast Show. Yap hosted the Financial Freedom Minutes segment on NTV7 every Tuesday morning.

Currently, once a month, Yap contributes to a column in the STAR Bizweek on Saturdays called Money and You. When time permits, he also contributes personal finance book reviews for THE STAR newspaper. Other than the ones mentioned above, Yap’s comments and views continue to be frequently sought by established national print and broadcast media such as BUSINESS TIMES, MALAYSIAN BUSINESS, INVESTORS DIGEST, BLOOMBERG and ASTRO.

For more information about the event, you may contact Steven from Whitman @ 03-7880 8359 or email at stevenchang@whitman.com.my