Vol 10, No 3 - Financial Planning Association of Malaysia
Vol 10, No 3 - Financial Planning Association of Malaysia
Vol 10, No 3 - Financial Planning Association of Malaysia
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Programme for Day 2 - Thursday, October 14, 20<strong>10</strong><br />
9:00AM<br />
Session 1<br />
<strong>Malaysia</strong> & Retirement<br />
• What is the general understanding <strong>of</strong> <strong>Malaysia</strong>ns on retirement?<br />
• What is the <strong>Malaysia</strong>n retirement experience?<br />
• Do <strong>Malaysia</strong>ns actually understand the concept <strong>of</strong> retirement planning?<br />
• Survey findings by insurers.<br />
K. Sasitharan<br />
Senior Client Director<br />
ReMark<br />
<strong>Malaysia</strong><br />
9:45AM<br />
Session 2<br />
Managing the Retirement <strong>Planning</strong> Market:<br />
A Practioner’s Guide<br />
• How to develop a practice that has retirement planning as part <strong>of</strong> the<br />
portfolio and develop the market for would-be retirees as well as retirees.<br />
• What are the issues faced by the practitioner in this market?<br />
• What are common issues faced by would-be retirees and retirees<br />
(financial, mental, physical, social, etc.)?<br />
• Case studies <strong>of</strong> successful retirement planning relationships.<br />
• Tools available to the practitioner to operate a successful retirement<br />
planning practice.<br />
Anthony Boon Boo Heng<br />
Partner<br />
IPP <strong>Financial</strong> Advisers Pte Ltd<br />
Singapore<br />
<strong>10</strong>:30AM<br />
C<strong>of</strong>fee Break<br />
11:00AM<br />
Session 3<br />
Tax Considerations in Retirement <strong>Planning</strong><br />
An acknowledged leading tax expert in <strong>Malaysia</strong>, Khoo will share and discuss<br />
the intricate tax considerations in relation to retirement planning. In addition,<br />
he will also discuss how policy-makers and corporate leaders can help to<br />
create a more conducive tax environment for retirees.<br />
Khoo Chuan Keat<br />
Senior Executive Director<br />
PricewaterhouseCoopers<br />
<strong>Malaysia</strong><br />
11:45AM<br />
Session 4<br />
Pension Systems in Asia<br />
A study <strong>of</strong> the pension systems found in the Asian region, the strengths and<br />
drawbacks <strong>of</strong> each system and what <strong>Malaysia</strong> needs to consider as it looks<br />
towards strengthening its existing model.<br />
Rex Auyeung<br />
President – Asia<br />
Senior Vice-President, Principal <strong>Financial</strong> Group<br />
Hong Kong<br />
12:30PM<br />
Exhibition Booth Visiting,<br />
Networking & Lunch
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