Financial Planning Workshop ~ Boost Your Wealth Quotient 3rd Aug 2019

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Lifelong Learning Institute

11 Eunos Road 8

3 mins from Paya Lebar MRT

Singapore 408601


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Refund Policy

Refund Policy

No Refunds

Event description


Limited Capacity: Up to 24 Pax Only

The Only Holistic Workshop in Singapore to increase your Wisdom in Personal Finance. Practical exercises include tools and templates to manage your money for a lifetime. Different aspects of money like insurances, investments, loans, cash management, Will, etc are covered.

This is NOT a Preview.

This is NOT a Sales Talk.

No Sponsorship. No B.S.


☺ Learn Practical Strategies & Apply them Immediately.

☺ Simple to understand for Beginners.

☺ Easy to use for Sophisticated investors.

☺ Empower yourself with financial knowledge & skills.

☺ Boost your Wealth Quotient to avoid conmen, scams & perhaps some “advisers”.

Get the real stuff! We deliver everything in this workshop.

Consists of hands-on applications using proprietary models.

For this reason, all attendees are required to sign a Non Disclosure Agreement (NDA) with ID verification.


Wealth Basics (Fundamentals of Personal Finance)

Lessons from Rich Dad Poor Dad.

How much Emergency Fund should I set aside? How much is too little or too much?

Double-Edged Sword of Debt: Effective Use vs Investment Returns

Legal Income Tax Reduction Strategies

Wealth Protection (Insurance)

The Worst Person to ask about Insurance is an Insurance Salesman!

Are you Insured Effectively or Overpaying for Insurance?

Things Your Insurance Adviser Will Never Tell You.

What to Buy, How to Buy & Who to Buy from?

Wealth Accumulation & Growth (Investment)

Evaluate the Risks and Returns of Any Investment in the World.

How to Identify Potential Scams.

Build an All-Weather Investment Portfolio.

How to Prepare for the Next Major Crisis and Profit from it.

Wealth Distribution

Estate & Legacy Planning

CPF Nomination: Who to Nominate & who to Avoid?

How should I Structure my Will?


Average Rating: 4.4 out of 5

“Genuine with his advice and a fun, engaging three hours & 100% recommend!” – Paulynn Yong

“Very comprehensive and well-rounded” – Grace Cong

“Exposure to different perspective of financial planning” – Junie Tan

“Content was varied and relatable” – Kevin See Toh

“Simple to understand examples” – Liyana Wong

“Perspective of what a good financial adviser can help a client to plan” – Chuan Yong

About the Speaker

Shawn is a 2-Time Winner at the National FPAS Financial Planner Awards in the most competitive Financial Advisory Open Category. Unlike most other awards which are based on sales volume, this achievement recognises financial planning quality and excellence that demonstrates the highest level of financial planning skills, professional knowledge & uphold the best practices in the industry.

He is also the founder & owner of the registered trademark, Client Owned Adviser®, who must fulfil 7 criteria:

1.) Independent Platform

2.) Direct Access

3.) MAS Licensed

4.) Qualified (CFP, ChFC or IBF-A)

5.) 5 Years’ Holistic Practice in Financial Planning

6.) No Commission-Bias

7.) Provides Professional Advice on a Retainer.

More at www.WealthQ.Asia/Educators

Full profile at https://sg.linkedin.com/in/shawnyapcfp

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Date and Time


Lifelong Learning Institute

11 Eunos Road 8

3 mins from Paya Lebar MRT

Singapore 408601


View Map

Refund Policy

No Refunds

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