Financial Planning Symposium 2024

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ABOUT THE EVENT

"Investing Now for the Future" is a dynamic symposium that delves into the critical importance of diversifying investment portfolios in today's rapidly evolving financial landscape.With global markets becoming increasingly unpredictable, this event emphasizes the necessity for investors to think beyond traditional assets and explore a broader spectrum of alternative investments. By embracing a diversified approach, attendees will gain insights on how to build resilient, forward-looking portfolios that can withstand volatility, seize new opportunities, and secure long-term financial success.

In conjunction with World Financial Planning Day in October, join us for WealthVantage Financial Planning Symposium 2024 event, Investing Now for The Future!

We'll be exploring on:

The Future of Financial Planning in Malaysia from the eye of practicing licensed financial planner
Financial Markets for The Future by one of the leading investment providers in Malaysia.
How AI-driven platform supports diversified and resilient portfolios.
Digital assets and innovative investing as one of the options in investing for the future.
Future proofing your investment by diversifying portfolio with future investments

This WealthVantage World Financial Planning Day event is part of our effort to share about financial planning, sponsored by KL Wellness City Sdn Bhd, in collaboration with iFAST Capital, MYTHEO by GAX-MD and Halogen Capital

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PROGRAM AGENDA

8.00 AM - 8.45 AM

Registration & Networking Breakfast

8.45 AM - 9.20 AM

Welcome Address by Rafiq Hidayat, WealthVantage Managing Director
Welcome Remarks by Dato. Dr. Colin Lee, Managing Director, KL Wellness City

9.20 AM - 10.00 AM

The Future of Financial Planning in Malaysia by Helwa Sofni, Licensed Financial Planner, WealthVantage

Helwa will explore on the future of financial planning for Malaysians and the importance of engaging with licensed professionals to get your finances checked.

10.20 AM - 11.00 AM

Financial Markets for The Future by R. Bushan, Investment Consultant, iFAST Capital

Bushan will be sharing on the latest financial markets update and how this will affect your investment strategy.

11.00 AM - 11.45 AM

How AI-driven platform supports diversified and resilient portfolios by Simon Chong, Chief Business Officer, MYTHEO by GAX-MD

Simon will share on how MYTHEO is using AI to deliver a specifically customized portfolio for investors based on their risk profiles & goals

12.00 PM - 12.45 PM

Digital assets and innovative investing as one of the options in investing for the future. by Hann Liew, CEO & Founder Halogen Capital

As one of the leading fund manager in digital assets and innovative, Hann will share how Halogen giving their clients access to some of the most innovative investment products in the crypto space.

12:45 PM - 1:30PM

Panel Discussion: Future Proofing Your Investment Diversifying Portfolios with Future Investment moderated by Stephen Yong, WealthVantage Executive Director with panelists: