Financial Planning Workshop ~ Boost Your Wealth Quotient

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Location

Singapore Post Centre

10 Eunos Road 8 #13-07

Singapore 408600

Singapore

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Refund Policy

Refund Policy

No Refunds

Event description

Description

Limited Capacity: Up to 20 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.


Summary

☺ 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.


Synopsis


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?

AMD & LPA


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 of the 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

Date and Time

Location

Singapore Post Centre

10 Eunos Road 8 #13-07

Singapore 408600

Singapore

View Map

Refund Policy

No Refunds

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