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2 Little-known Hacks for Retirement Planning in Singapore

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Feb 8

2 Little-known Hacks for Retirement Planning in Singapore

Everything you need to know before you kickstart your retirement planning in Singapore.

By PolicyWoke

When and where

Date and time

Wed, 8 Feb 2023 19:30 - 21:00 +08

Location

TRT Academy 5 Purvis Street ##02-07 Singapore, 188584 Singapore

Refund Policy

No Refunds

About this event

With more than 20 years of financial advisory experience, we have a special guest, Wee Hock Leong, who will be sharing the 2 little-known hacks for retirement planning in Singapore.

This event is a collaboration between PolicyWoke (organiser), Purvis Capital (speaker) and TRT Academy (venue sponsor).

About Wee Hock Leong

Hock Leong is a veteran in the life insurance industry having amassed 23 years of valuable financial advisory experience in personal finance providing sound financial planning advisory work for clients from all walks of life including those in the affluent and high net worth market segment.

Besides offering personal financial planning advice and guidance for clients spanning multiple aspects such as protection planning, education planning, retirement planning, legacy and estate planning while generating strategies to enhance wealth, he is also well versed in the financial markets which empowers him to assist clients to adopt simple diversification strategies creating investment portfolios to boost returns while lowering the overall risk.

With a track record of financial practitioner’s excellence - practically qualifying for all the awards there are in the companies he has been with and stamping his professionalism with the attainment the prestigious MDRT Membership for numerous years, he is also armed with the skill set and experience in agency management, mentoring and coaching a team of 15 advisers in his 23 years stint.

Although he is currently not a licensed financial advisor with any financial institution, with his vast experience and illustrious background, he is here to share on Retirement Planning Awareness in Singapore.

Getting There

Here is the streetdirectory.com map of the building:

At the building, look for an entrance with 5 Purvis Street, Talib Court sign at the top and TRT Academy banner on the right.

At the entrance, take the stairs up to level 2 and you will see a door with TRT Academy banner on the right.

At level 2, look for unit #02-07 . You would have reached TRT Academy.

Agenda

Introduction

Approaching Retirement Planning

Retirement Needs Funding

Facts of Retirement

What is your Retirement Picture?

Food for Thought

Simple Approach

3 Basic Needs in Retirement

Hack #1

Retirement Building Blocks

Planning Retirement Income Stream

Asset Allocation and its Challenges

Hack #2

Q&A

Tags

  • Singapore Events
  • Central Singapore Events
  • Things to do in Singapore
  • Singapore Seminars
  • Singapore Business Seminars
  • #retirement
  • #retirementplanning
  • #retirementoptions
  • #retirement_planning
  • #retirement_seminar
  • #retirement_income
  • #retirement_options
  • #retirement_strategies
  • #retirement_plans
  • #retirement_strategy

About the organiser

Organised by
PolicyWoke

PolicyWoke is an intermediary that buys-over and re-sells cash-value insurance policies in Singapore. We give customers the opportunity to takeover existing cash-value insurance policies which are:

✅Shorten tenure

✅Low risk

✅Attractive returns

Customers who takeover resale insurance policies from us mostly do so for their:

✅Retirement planning

✅Children’s education planning

Contact:

✅Ethan on WhatsApp and Telegram

✅Jimmy on WhatsApp and Telegram

Follow PolicyWoke on Facebook, YouTube, Odysee, Telegram & LinkedIn

Facebook profileOrganiser website
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2 Little-known Hacks for Retirement Planning in Singapore


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