Welcome to “Smart Investor Talk: Smart Steps to Building Financial Success for Entrepreneurs and Professionals” – an enlightening event crafted exclusively for individuals like you, seeking to unlock the keys to financial prosperity in both personal and professional spheres.
Through engaging discussions, expert insights, and practical tips, we will guide you on a transformative journey towards financial mastery. From understanding the power of financial life planning to exploring the art of long-term growth investments, it is curated to equip you with the skills necessary to navigate the financial landscape with confidence.
Our esteemed speaker, Dr Selina Dong holds a Capital Market Services Representative’s License (CMSRL) from the Securities Commission of Malaysia and is a Licensed Financial Planner with CoreplusAdvisory Sdn. Bhd. She has more than 20 years of experience in personal finance, investments, tax and business management.
As a passionate advocate for holistic financial planning, Selina is dedicated to helping her clients take control of their financial lives and achieve their life goals. With her unique financial coaching and advisory model, she works closely with each client to develop customized financial life plans that aligns with their unique needs and aspirations. Her expertise has enabled her to help her clients build wealth, save for children education and retirement, pay off debts, manage risks, plan for tax and ensure legacy sustainability.
Content Outline:
- Understanding the Power of Financial Life Planning
- Understanding the Financial Planning Pyramid
- Investing for Long Term Growth
- Diversifying Your Income Streams
- Navigating Business Finances (for Entrepreneurs)
- Protecting Your Financial Success
- Building a Support System and the Role of Financial Life Coaching
Don’t miss this extraordinary opportunity to be part of a community that believes in your potential and is committed to empowering you to achieve lasting financial success. Mark your calendars and join us at WORQ Bangsar on August 4th! Together, let’s redefine your financial journey and unlock the path to prosperity.