Café Conversations
Strategies for a Secure Future
Join us over coffee for an insightful morning on how to secure your financial future.
Our experts will share practical strategies to maximize tax efficiency through employee benefit structures, explore the potential of Hong Leong Assurance’s Asset Master, and show how Phillip Managed Accounts can help you build a retirement plan that works.
28 October 2025
(Tuesday)
10am – 12pm
CC Advisory Office (Taman Desa Faber Tower 2)
English
Event Agenda
10.00 am – Opening & Welcome Address
10.30 am – Maximizing Tax Efficiency through Strategic Employee Benefit Structure
Discover benefit structures that optimize tax savings for both the employer and employees.
Sharing by
Ms. Janice Lee (Manager of Intermediary & Private Retirement Business, AHAM Capital)
11.00 am – Hong Leong Assurance (HLA) Asset Master/ Elite
Learn how the HLA Asset Master/ Elite plan combines protection and investment under one comprehensive solution.
Sharing by
Ms. Chavinee Cham Nean (Manager of Affinity Business & Alternative Channels, Hong Leong Assurance Berhad)
11.30 am – Phillip Managed Account For Retirement
Discover how a professionally managed account can help you achieve your retirement goals through personalized investment strategies.
Sharing by
Ms. Summer Chua (Head, Strategic Business Development of Phillip Capital Management Sdn Bhd)
12.00 pm – Closing Remarks & Networking
The Registration Is Closed
Frequently Asked Questions
Who is this event for?
This session is ideal for business owners, HR professionals, working adults, and anyone interested in strengthening their personal or employee financial planning. Whether you’re exploring retirement solutions, tax-saving strategies, or investment-linked protection plans, this event offers practical insights tailored to real-world financial goals.
When do I need to register?
Seats are limited. Registration will close on 27 October 2025.
Where is the location of this event?
The event is at Cheng & Co Group, CC Advisory Office (Lot 307A, 3rd Floor, Tower 2, Faber Towers, Jalan Desa Bahagia, Taman Desa, 58100 Kuala Lumpur, Federal Territory of Kuala Lumpur).
I have additional questions about the event, who should I contact?
For any inquiries, feel free to reach out via:
WhatsApp:
Zureen (+6 010-366 4972)
Yi Shin (+6 017-704 0880)
Stephanie (+6 010-220 4725)
Cheng & Co Group Business Hotline (+60 3-2935 9606)
Email: enquiry@chengco.com.my
