Improving financial literacy among Singaporeans, webinar by webinar.
Corporate webinars that add value to your company, at zero cost!
AT YOUR CONVENIENCE
More than thousands of seminars and webinars
conducted since 2006
LOVED BY MANY
Successfully conducted for various institutions, private companies, and public service organisations in Singapore.
DO YOU HAVE THE FIRE?
(Financial Independence, Retire Early!)
In this webinar, you’ll learn more about retirement planning and its importance. A well-implemented retirement plan can help improve your retirement cash flow and also protect your most important assets. So be rest assured and let us help you to plan your retirement together while you enjoy your fruits of labour.
Get to learn:
Different facets of retirement planning
Core characteristics of an Ideal Retirement Portfolio
Creating a well-structured Retirement Plan
How to build a retirement portfolio that generates high stable passive lifetime income
How to protect your Retirement Nest Egg against longevity risk, inflation risk, and market risk.
CPF & YOU
There are two things about CPF that never changes. One, it is here to stay. Two, it always changes. Keep abreast with the latest changes and keep ahead of how to optimize it as a cornerstone of your retirement plans.
I) CPF Latest Updates
Ways to Optimise your CPF
What will happen @ age 55
CPF Basic Retirement Sum Scheme.
CPF Life Basic vs Standard Plan.
II) CPF MediSave, MediShield & CareShield Life
Updates on MediShield Life.
Comparison of benefits between CPF Basic MediShield, MA, MB and other approved Shield plans with claim examples.
ElderShield and CareShield Life.
WILL & LEGACY PLANNING
A legacy or liabilities? What do you want to leave behind for your beloved ones should you forget to wake up one day? We WILL show you the ways of preserving your wealth before distributing it in a systematic manner. Time WILL heal the pain; financial freedom eases the process for your loved ones.
I) Will Writing
Introduction to Intestate Succession Act.
The importance of writing a will.
Complications of not drawing a will.
Naming beneficiaries in your insurance policies.
II) Legacy Planning (富不过三代）
Maximise wealth and pass on your legacy
Enhance your estate, succession planning and asset protection
Creating a Legacy through Life Insurance
LPA & LONG TERM CARE
Lasting Power of Attorney (LPA) allows you to appoint someone you trust to make decisions and act on your behalf if you lose the mental ability to make these decisions yourself in the future. You may lose capacity because of a stroke, a mental illness, or even an accident. By making an LPA, you indicate your personal choice of a trusted person(s) who can come forward to act on your behalf if you should lose the ability to do so yourself.
Long-term care is provided in different places by different caregivers, depending on a person's needs. Most long-term care is provided at home by unpaid family members and friends. Learn how to ease off the financial burden when facing Long Term Care in future
Introduction to Mental Incapacity Act.
The importance of drawing up a Lasting Power of Attorney (LPA).
Complications of not drawing a LPA.
Difference between Form 1 and Form 2
II) Long Term Care
Introduction to CareShield Life
Activities of Daily Living
CareShield Life vs ElderShield
Cost of Long Term Care
APEX INVESTMENT WEBINAR SERIES
Join us in our investment series and learn more about the different types of investments and how pandemics like Covid-19 impact us and the economy.
Mr. Alan Tang
B.Soc.Sc (Hons Econs)
Chartered Financial Consultant ®
Certified Financial Planner TM
Chartered Life Underwriter ®
Graduated in 1993 from NUS with a Bachelor of Social Science (Hons), majoring in Economics.
More than 25 years of experience in the Wealth Management Industry.
First batch of financial adviser representatives to be conferred the professional designations of Chartered Financial Consultant, Chartered Life Underwriter and Certified Financial Planner in Singapore.
Heads Apex Private Wealth Management, a group of PIAS with close to 200 advisers.
Conducted numerous training sessions and courses for fellow financial advisers in the industry.
Conducts wealth management seminars and workshops for various institutions, private companies, and public service organisations.
What Our Clients Say
"Everyone can drown in information nowadays. These webinars save a lot of time researching, especially we don't actively research. I also have increased confidence when an expert talks instead of doing on my own as they provide context and comparison. I'm thankful these are free; makes me feel we clients are being taken care of. Thanks a lot!"
"Glad I attended your webinar. Your talk is one of the most comprehensive. Speaker Alan Tang is knowledgeable, systematic, and entertaining. Thank you and hope to attend more."
— Esther C
— Christine V G
"Alan Tang is an excellent presenter. His content is rich, easy to understand and highly practical."
— Audrey P
"Alan is very spot on the way he articulated concerns we should have in our personal planning... Very engaging even thru a webinar!"
— Jeanette P
Just quote us your company name!
Enjoyed the talk?
All attendees are entitled to
on selected plans*.
*Terms & Conditions apply
“Success is not final; Failure is not fatal:
It is the courage to continue that counts.”