The session was moderated by Wong Shou Ning, producer and presenter of the Ringgit & Sense Show. The morning kicked off with a thought-provoking panel discussion on "The Importance of Legacy Planning" featuring Felix Neoh, Director of Financial Planning at Finwealth Management, and Prisilla Chong, a lawyer from Prisilla Chong Advocate & Solicitor, who shared their expertise on the legal and financial considerations of legacy planning.

In the second session, Alvis Wee, Chief Distribution & Marketing Officer of Sun Life Malaysia, and Nicholas Lee, Head of Product and Pricing, took the stage to share how insurance and takaful can serve as effective tools for multigenerational wealth-building. Their session provided attendees with actionable strategies to strengthen their financial plans for the future.

The event concluded with a productive questions and answers session, leaving participants better equipped to take meaningful steps in their legacy planning journey. By covering both financial and legal aspects of legacy preparation, the event empowered attendees to make informed decisions that align with their personal values and long-term aspirations, ensuring peace of mind for themselves and their families.