Jul 15, 06:00 PM - 09:30 PM (MY)
Join us for an intimate members' dinner exploring one of the most important aspects of wealth management—preserving and transferring wealth across generations.
Over a thoughtfully curated dining and pairing experience, members will gain practical insights into estate and legacy planning, guided by a seasoned practitioner from Rockwills Advisory Services with over 20 years of experience. A Certified Financial Planner (CFP) and Associate Estate Planning Practitioner (AEPP), he specialises in wills, trusts, family business succession, and multigenerational wealth transfer.
Event Details
Date: 15 July 2026 (Wednesday)
Time: 6:30 PM – 9:30 PM MYT (Registration from 6:00 PM)
Venue: NICE Bistronome, Petaling Jaya
Members enjoy a heavily subsidised rate of RM180 (actual value approximately RM450).
Exclusively for CFA Society Malaysia Members.
Petaling Jaya, Malaysia