Preserving Prosperity: Generational Wealth Tactics for Asian Heritage by Samantha Teh

RM260.00

Date	30 May 2024
Time	9.00am – 5.00pm
CE/CPE/CPD	10 CE Points / 10 CPE Points / 8 CPD Points
Facilitator	Samantha Teh

SKU: N/A Category: Workshops

The tactics for building generational wealth within Asian Heritage involve a combination of disciplined saving, strategic investing, entrepreneurship and a strong emphasis on family values and support.

Learning Outcome

By the end of the course, participants will be able to:

1. Explain the definition and historical importance of family generational wealth for a broad perspective.
2. Apply effective wealth preservation and succession strategies in the context of Asian culture.
1. Evaluate family conflicts, restoring family unity and mitigating cultural challenges.
2. Discuss the importance of centralizing family wealth, preserving it and demonstrate the importance of family-led management.
3. Compose practical strategies for family business succession, including exit plans, restructuring and future considerations for generational wealth.

Learning Outline

li>Understand the power of positive thinking and mindset change.

8.30 – 9.00 am	Registration / Pre-Assessment
9.00 – 9.30 am	Introduction Of Family Generational Wealth Definition and scope Importance of Family Generational Wealth Historical case studies
9.30 – 10.30 am	Are Your Family Wealth & Succession Planning Well Managed? Considering factors for a comprehensive planning Strategies for allocating Privileges, Position and Power for members
10.30 – 10.45 am	TEA BREAK
10.45 – 11.30 pm	Challenges In Handing Over the Baton to Next Generations Root causes of family conflicts Restoring familial unity and cohesion Mitigating cultural shortcomings
11.30 am – 12.30 pm	Ideal Family Wealth Holding Structures Centralization of family wealth (both on-shore & offshore) Wealth Preservation vehicles Why family wealth is best managed by the family? Wealth distribution policy
12.30 – 2.00 pm	LUNCH BREAK
2.00 – 3.30 pm	Generational Wealth Strategies Generational wealth tools Pre-determine qualify beneficiaries (family trees) Family class members that often overlooked 5 generational wealth approaches in the context of Asian families Consequences experienced in the absence of implemented generational wealth strategies
3.30 – 3.45 pm	TEA BREAK
3.45 – 4.30 pm	Strategies For Family Business Succession Succession and exit plan Corporate restructuring and consolidation for complex business structures or global enterprises Asset protection planning from unforeseen liabilities Coaching and grooming program for successors
4.30 – 4.45 pm	Future Outlook for Family Generational Wealth Demographic and family dynamics shifts Ethical considerations in wealth management by advisors
4.45 – 5.00 pm	Q&A Session

Facilitator

Samantha Teh,

Samantha Teh, a seasoned financial planner with over two decades of expertise in the financial services sector, specializes in providing individual and corporate advisory services. As Asia’s First Numerology Financial Coach and a certified HDRF trainer, she brings a unique perspective to financial coaching. Samantha is also a certified Wealth Flow Coach, the founder of ST Academy Plt, and the co-founder of Legacy Milestones Sdn Bhd. She held leadership positions at HSBC Bank and Alliance Bank, before venturing into independent practice.

Her extensive experience includes conducting financial literacy workshops for notable organizations such as Sime Darby Motors Group, Damansara Heights Dental Centre (DHDC), Volksbahn Technologies Sdn Bhd (VBT), and Xepa-Soul Pattinson (M) Sdn Bhd. Samantha was a Guest Speaker at the ACE Programme – Group Agency Managers Conference hosted by Principal Malaysia on August 8, 2023.

She holds a Capital Market and Service Representative License (CMSRL) from the Securities Commission Malaysia and is an Approved Financial Adviser Representative (FAR) designated by Bank Negara Malaysia.

Terms & Conditions

Registration is on a first-come-first-served basis, only 30 seats are available.
Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill the endorsement of points.
Confirmation is subject to receipt of payment before the workshop.
FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.

Frequently Asked Questions

1. How long will each physical program take?

Each physical program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.

2. Can I attend only half the sessions of the training?

You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.

3. Mode of payment?

We accept payment by credit / debit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).

4. How secure is shopping? Is my data protected?

Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card, and bank details cannot be retrieved by any third party. Credit card payments will also be verified through the 3D secure procedure.

5. Who should I contact if there is any transactional issue or problem purchasing any product/service?

Kindly drop a message below with the problem statement, and we will get back to you as soon as possible.