CHAPTER COMMITTEE (April 15, 2011)

Chairman: Wan Hooi Poh (Kim)
Deputy Chairman: Goh Kah Seng
Secretary: Soon Bee Tin
Treasurer: Lam Wai Min

Sub-committees Chairperson

Membership: Charmane Chew Hui Hsia
Programmes & Education: Wong Mee Choon
Publicity & Public Relations: Ong Yuh Chiann (Kathy)
Discipline: Yap Soon Hin

Chapter Contact Details

Address:
No. 48, 1st Floor,
Jalan Irrawadi,
10050 Penang.
Tel: 04-228 2603
Fax: 04-229 2603
Email: ong.kathy@yahoo.com
Contact Person: Ong Yuh Chiann (Kathy)

Activities in 2011
No Activity
1 March 5
Seminar: Smart Property Investment Strategies
Speakers: Mr. Ho Chin Soon & Mr. Michael Geh Thuan Peng
Eastin Hotel, Queensbay, Penang
2 April 15
Seminar: How to Invest Sensibly with Options
Instructor: Wai Yee Chen
Venue: Gurney Hotel, Penang
3 April 15
Event: Chapter GM / Networking Nite
Venue: Gurney Hotel, Penang
4 May 21
Seminar: Protecting the Business Value upon Exit
Instructor: Azhar Iskandar Hew
Venue: Eastin Hotel, Penang
5 Aug 13
Workshop: Master Smart Techniques in the Client Engagement Process To KICKSTART Your Practice Immediately
Instructor: Carol Yip
Venue:Evergreen Laurel Hotel, Penang
Activities in 2010
No Activity
1 January 30
Business Model & Business Opportunities for CFP Professionals
Wawasan Open University, Penang
Speakers: Paul Khoo & KP Thum
2 March 27
Seminar: Wealth Destruction and Rehabilitation – Helping Malaysian Retirement Clients Thrive
Speaker: Rajen Devadason
Eastin Hotel, Penang
3 July 31
Financial Literacy Talk
Speakers: Alvin Yap, Tang Wee Hen & Brad Greer
Penang
4 July 31
Networking Nite
Speaker: Brad Greer
Penang
5 September 18
Seminar: Foreign Exchange and Derivatives Strategies: Instruments & Practical Solutions for Private Clients
Speaker: Ding Lai Hong
Eastin Hotel, Penang
6 September 26
Talk & Forum: Retirement Planning in Property Investment
Speakers: Rajen Devadason & Michael Geh
Penang International Sports Arena
7 November 20
Seminar: Advising on the Sweet Spot of High Networth Individuals
Speaker: Kimmis Pun
Activities in 2009
No Activity
1 July 3
General Meeting & Networking Nite
Gurney Resort Hotel, Penang
2 July 3
CE Course: Understanding The Use of Structured Products in Your Investment Portfolio / Market Outlook and Wealth Management in Uncertain Financial Markets
Speakers: Wong Loke Lim / Tan Beng Wah
Gurney Resort Hotel, Penang
3 November 16
Career Talk & Career Day Fare
KDU College, Penang
4 November 21
CE Course: Comprehensive Fee-for-Service Financial Planning Practice
Speaker: Yap Ming Hui
Wawasan Open University
Activities in 2008
No Activity
1 March 26
Seminar: Tax In Financial Planning Perspective
Speakers: Chan Boon Jiunn, Lam Wai Min & Lorraine Kijvanit
2 April 15-17
Visit to Financial Planning Association of Singapore
3 August 2
Participated in SIDC Smart Woman & Money Seminar
4 September 20
Seminar: Understanding Technical Analysis
Speaker: Winson Hoo
5 November 15
Evening Talk & Networking Nite
Speaker: Kimmis Pun