Financial Planning Seminars

Unlock the secrets of successful financial planning with our seminars, catering to the needs of FA representatives and high net worth clients of major financial institutions in Singapore since 2010. Our customisable seminars cover a range of topics including

financial planning seminars

1) Legacy Planning

Discover the keys to successful legacy planning for families and businesses with our seminar on Legacy Planning. Our seminar will help participants identify potential blind spots and potential problems in the legacy creation and distribution process. By the end of the session, your participants will be empowered with the knowledge and skills to navigate the complexities of legacy planning with confidence. Don’t miss this opportunity to enhance your legacy planning expertise.

2) Protect the Important Things in Life

As our priorities change throughout life, so too should our financial planning approach. This seminar delves into the key concepts of financial planning and provides practical tips for you and your family to plan ahead, prepare for the unexpected and safeguard what is important. Financial planning can be overwhelming, but with our expert guidance and practical advice, you will be able to navigate the complexities with ease.

3) Financial Planning Seminar for a Happy Retirement

Happy retirement does not come naturally, it has to be pursued. Retirement may seem far off, but the financial decisions we make today will greatly impact our future. Our seminar will help participants understand the importance of retirement planning and provide them with the knowledge and skills to plan for their future retirement. They will learn about various CPF schemes and key factors to consider for financial security during retirement. Don’t wait, start planning for your happy retirement now.

Whether you’re looking to deepen your understanding of legacy planning, protecting the important things in life or preparing for a happy retirement, we’ve got you covered. But if there are any other financial planning topics that you’re interested in, don’t hesitate to contact us to discuss further.