Gain Confidence in Financial Planning with 5 Basic Practices for Beginners
Event Information
Description
GAIN CONFIDENCE IN FINANCIAL PLANNING WITH 5 BASIC PRACTICES FOR BEGINNERS
Kickstart your own Wealth Game Plan and avoid Newbie Mistakes when saving, investing and buying insurance
ABOUT:
This is a 2.5 hour program designed to help you understand the common mistakes in your personal financial planning and how to avoid them.
Typical Problems about Financial Planning Among Millennials:
- Want to start but don’t know how to start
- Lacking discipline in proper income allocation
- Lacking understanding in saving, investment and insurance planning
- Lacking experiences and role models in investing
- Misconceptions on their existing portfolios
AFTER ATTENDING THIS PROGRAM, YOU'LL LEARN:
- How to build transferable wealth
- How to allocate the right percentages of your monthly income for savings, expenses, retirement planning, investments, risk protection etc
- Common mistakes people make in financial planning
- Common entry date investments to get started
- Pyramid of risk management
- How to understand insurance products (whole life, term, endowments etc)
- Decide which type of investments and insurance is suitable for you
- Create a customised wealth manual from the types of tools available
GETTING STARTED IS NOT AS PAINFUL AS IT SEEMS...
- In addition, this program includes an additional follow-up service
- An income and expense analysis planning exercise will be done to diagnose your financial health – basic liquidity ratio, savings ratio etc
- This analysis will allow you to see if you are on the right track to be where you want to be.
THIS PROGRAM WILL COVER THE FOLLOWING TOPICS
- Building Transferable Wealth
- Monthly Income Allocation
- Wealth Accumulation
- Pyramid of Risk management
- Wealth Protection
THIS PROGRAM IS SUITABLE FOR:
- People who are not financially savvy
- People who just started earning an income
- People who are considering investing but don’t know how to
- People who are looking to start their insurance but don’t know how to
- People who are confused by so many choices
- People who like to reduce the risk in their financial planning
- People who want to learn about using their money effectively
THIS PROGRAM IS NOT SUITABLE FOR:
- People who like to self-manage their portfolios
- People who do not prefer to have insurance as part of their wealth manual
- People who don’t like to save
- People who don’t like to plan for their future
DETAILS:
Date: 19 Oct 2019
Time: 10.30am to 1 pm
Location: 6 Shenton Way, OUE Downtown 2, Level 8, S(068809)
Cost: $10
SPEAKERS:
LEE MENG CHOE
Financial Services Director
SABRINA TAN
Financial Services Consultant
LEON LEE
Financial Services Consultant
IMPORTANT NOTES FOR SEMINARS/WORKSHOPS
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a) Full Name
b) Contact details, including telephone number/s and/ or email addresses
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