Improving financial literacy among Singaporeans, seminar by seminar.
IT'S FREE!
Corporate seminars 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 seminar, 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:
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Different facets of retirement planning
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Core characteristics of an Ideal Retirement Portfolio
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Creating a well-structured Retirement Plan
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How to build a retirement portfolio that generates high stable passive lifetime income
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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
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Ways to Optimise your CPF.
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OA or RA?
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The difference between CPF Life Basic, Standard and Escalating Plan.
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How to create a well-structured Retirement Plan.
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Building a Retirement Portfolio that generate Stable Passive Income.
II) CPF MediSave, MediShield & CareShield Life
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Updates on MediShield Life.
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Comparison of benefits between CPF Basic MediShield, MA, MB and other approved Shield plans with claim examples.
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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
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Introduction to Intestate Succession Act.
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The importance of writing a will.
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Complications of not drawing a will.
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Naming beneficiaries in your insurance policies.
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CPF Nominations
II) Legacy Planning (富不过三代）
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Maximise wealth and pass on your legacy
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Enhance your estate, succession planning and asset protection
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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
I) LPA
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Introduction to Mental Incapacity Act.
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The importance of drawing up a Lasting Power of Attorney (LPA).
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Complications of not drawing a LPA.
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Difference between Form 1 and Form 2
II) Long Term Care
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Introduction to CareShield Life
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Activities of Daily Living
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CareShield Life vs ElderShield
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Cost of Long Term Care
Speaker's Profile
Mr. Alan Tang
Senior Financial Services Director
B.Soc.Sc (Hons Econs)
Chartered Financial Consultant ®
Certified Financial Planner TM
Chartered Life Underwriter ®
Mr Alan Tang graduated in 1993 from NUS with a Bachelor of Social Science (Hons), majoring in financial education, he was the first batch of financial advisers to be conferred the professional designations of Chartered Financial Consultant, Chartered Life Underwriter and Certified Financial Planner in Singapore.
An industry veteran with more than 30 years of experience in the Wealth Management business, Alan currently is the head of Apex Private Wealth Management Group with close to 200 financial advisers under his stewardship and guidance.
Alan is a well-known and sought-after speaker in the industry. He was one of the panel speaker with MoneySENSE.
Alan has garnered an impressive record of having conducted thousands of wealth management seminars for government agencies and ministries, statutory boards, MNCs, SMEs, non-profit organizations such as associations and country clubs across Singapore.
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“Success is not final; Failure is not fatal:
It is the courage to continue that counts.”
Winston Churchill