Café Conversations
Building Wealth with Confidence in Uncertain Times
Join us over coffee as we explore practical wealth management strategies, market insights, and smarter financial planning approaches for a more secure future.
22 July 2026
(Wednesday)
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, Digital & PRS Business, AHAM Capital)
11.00 am – Hong Leong Assurance (HLA) Asset Master/ Elite
Learn how HLA Asset Master / Elite integrates protection, investment, and future financial access through the HLA Future Secured Rider.
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
Registration Form
Join us over coffee as we explore practical wealth management strategies, market insights, and smarter financial planning approaches for a more secure future.
Frequently Asked Questions
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.
Limited seats are available — secure your spot before registration on July 20, 2026.
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).
For any inquiries, feel free to reach out via:
WhatsApp:
Zureen (+6 010-366 4972)
Yi Shin (+6 017-704 0880)
Cheng & Co Group Business Hotline (+60 3-2935 9606)
Email: enquiry@chengco.com.my
