MyPF 1st Christmas Gathering on 22 December 2016

MyPF successfully organized our first ever Christmas gathering with three sharing sessions followed by a Q&A session. Scroll down for a summary of what transpired that memorable evening.  

Updated: December 27, 2016

 

MyPF Save the Date Notice

MyPF Christmas Gathering Invite

Sharing Sessions

Estate and Trust Planning by Jason Koeh

  • Probate and Administration Act 1959
  • What happens if we don’t plan
  • The effect of Distribution Act 1958 (as amended in 1997)
  • Estate planning purpose
  • Trust planning purpose

 

Shares Fundamentals: How to Choose a Winning Stock by Dr Yeap Boon Tat

  • How to pick a winning stock?
  • Fundamental Analysis: A complete dissection
  • A review of 1H 2016 performance and analysis
  • How to read quarterly results
  • Intrinsic Value and Methodology
  • Technical Analysis: Know how to bottom fish

 

Achieving Financial Freedom by Stephen Yong

  • Objective: Spur people to take action towards achieving financially abundant lives
  • 7 stages of financial independence
  • It’s all about cash flow!
  • Investing is all about what you buy & when you buy
  • In conclusion 5 things that sum up Personal Finances:
    1. Increase income
    2. Reduce expenses
    3. Invest in quality investments (self, shares, properties)
    4. Avoid major mistakes
    5. Enjoy an abundant life
  • A Call To Action
    1. Write down your goals for the long term (10+ years), medium term (2-5 years) & next 1 year
    2. Financial education e.g. MyPF.my, group discussions, financial education, group discussion, work with a Personal Finances Advisor

Event Photos

We wish all MyPFers a blessed Christmas and happy new year!

MyPF
Follow Us

MyPF

Admin at MyPF
Helping you to simplify and grow your Personal Finances.

Follow MyPF.my to get the latest Personal Finances updates and insights!
MyPF
Follow Us
MyPF

MyPF

Helping you to simplify and grow your Personal Finances. Follow MyPF.my to get the latest Personal Finances updates and insights!

Leave a Reply

Your email address will not be published. Required fields are marked *

MyPF.my