Members Exclusive - Wealth That Lasts: A Members' Evening on Legacy Planning

When:  Wed, Jul 15, 2026 from 06:00 PM to 09:30 PM (MY)
Associated with  CFA Society Malaysia
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.
More information

Location

NICE Bistronome
Jalan 17/38, Seksyen 17
Petaling Jaya, 46400