RBS Workshop – Practical Guide to Securing Family Business Succession Cases 19082025

Registration Link: https://forms.gle/1toaj78bPexLibJc7

📢 Greetings to all REPs & RBS Members,

Ready to level up and become an expert in family business succession? 💡

Do not miss this opportunity to join our sharing session on “Practical Guide to Securing Family Business Succession Cases” , presented by Ms. Jane Chin from Rockwills Advisory Services. She will be sharing valuable insights and practical strategies to help you handle succession cases with confidence.

H ave you ever felt unsure about planning business succession for your clients?
E ager to explore how trusts, foundations, and foreign wills support your planning?
L ooking for practical ways to identify potential clients and address their concerns?
L ike learning from real case studies to sharpen your advisory skills?
O pen to strategies that help clients preserve and grow their business long-term?

Seminar Details
Date: 19 August 2025, Tuesday
Time: 10:00 a.m. to 5:00 p.m.
Language: English
Venue: Plaza Armada Office, 2nd Floor, Lot 6, Lorong Utara C, Section 52, 46200 Petaling Jaya, Selangor.
Speaker: Ms. Jane Chin

What You Will Gain from This Workshop
✅ Learn how to apply trusts and foundations effectively in real client cases
✅ Discover step-by-step methods to approach and win new clients
✅ Understand how to plan for clients with foreign assets using Foreign Wills
✅ Get hands-on experience through real-life case discussions
✅ Join interactive group activities to exchange ideas and sharpen your thinking
✅ Walk away with proven strategies to help families grow and protect their businesses for generations

This is a practical, results-driven workshop that will boost your confidence and equip you with tools you can apply immediately.

Note: Please arrive to our Plaza Armada Office by 9:45AM for registration and to enjoy some refreshments.

📜 Earn 8 SF Credits for Senior REP

Do not miss this exciting opportunity to sharpen your skills, gain fresh insights, and elevate the way you serve your clients.

🚨 Seats are limited – secure yours now!

For more information, please contact us on RBS WhatsApp at 012-228 3651 or email us at rbs@rockwills.com.