Legacy Planning – Mastering the Art of Legacy Creation & Protection by Jack Lin

RM260.00

Date	27 July 2024
Time	9.00am – 5.00pm
CE/CPE/CPD	10 CE Points / 10 CPE Points / 8 CPD Points
Facilitator	Jack Lin

SKU: N/A Category: Workshops

Legacy planning involves strategically crafting and safeguarding the assets, values and goals that one wishes to pass on to future generations. It encompasses financial planning, estate planning and the transmission of personal values and wisdom. Mastering the art of legacy creation and protection entails creating a comprehensive plan that ensures the preservation and transfer of wealth, memories and values according to one’s wishes.

Learning Outcome

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

Identify the essential instruments for Estate Planning and their use in diverse scenarios.
Investigate the distinct roles that insurance plays in the contemporary financial planning landscape.
Explain how to effectively interpret insurance laws when developing solutions for clients.

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	What is Estate Planning with Legacy Creation & Protection An introduction to the definition of estate planning, legacy creation and protection
9.30 – 10.30 am	Will and will planning This session explores the legal requirements, parties and the structure of a will.
10.30 – 10.45 am	TEA BREAK
10.45 – 11.30 am	Will and will planning (cont) This session explores the legal requirements, parties and the structure of a will.
11.30 – 12.30 pm	Legal Instruments and Features of a Declaration of Trust An explanation of the legal instruments involved – type of trusts and their characteristics Eliminate divergence from System 2. Role play/ exercise for Investment Planning. Application of BIDDIT method.
12.30 – 2.00 pm	LUNCH BREAK
2.00 – 3.30 pm	Legal Instruments and Features of a Declaration of Trust (cont) Develop effective interview questions of BID Probes for investment planning practice. Eliminate divergence from System 2. Role play/ exercise for Investment Planning. Application of BIDDIT method.
3.30 – 3.45 pm	TEA BREAK
3.45 – 4.15 pm	Legal Instruments and Features of a Declaration of Trust The various common uses of this trust are discussed – Getting back assets held in the name of another person Avoiding complications of Probate and Letters of Administration to distribute assets to loved ones and for payment of debts and liabilities Transfer shares in a private limited company to continue the operations of a family business Providing for 2^nd family Protecting children with special needs Protecting the equitable interests of an association or temple/church Maintenance and retirement of Settlor
4.15 – 4.45 pm	Advantages and Limitations of Declaration of Trust This session reiterates the importance, advantages and limitations of a declaration of trust.
4.45 – 5.00 pm	Q&A Session Questions and Answers session for final clarifications

Facilitator

Jack Lin,

Jack is a distinguished consultant and certified trainer specializing in the field of finance and financial planning. He holds a master’s degree and is currently pursuing his Ph.D. His impressive career spans over two decades in the banking and finance industry, with a primary focus on wealth management planning.

Before transitioning to the insurance and investment sector, Jack held pivotal roles in several well-established banks. His responsibilities included providing comprehensive training, coaching, and advisory services to both internal sales staff and valued clients.

Jack is currently an educator, imparting knowledge across a range of finance and financial planning subjects, both for professional certifications and at the university level. His teaching is distinguished by a unique blend of theoretical expertise and practical experience. He is recognized for his expertise and is frequently invited to lead talks, workshops, and seminars on various financial planning topics. His passion for enhancing public financial literacy is evident in his dedication to this educational endeavour.

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.