Improving financial literacy among Singaporeans,
webinar by webinar.
Join thousands who have benefited from our complimentary webinars by enhancing corporate welfare and value add to their company staff!
DO YOU HAVE THE FIRE?
(Financial Independence, Retire Early!)
In this webinar, you’ll learn more about retirement planning and its importance. A well-implemented retirement plan can help improve your retirement cash flow and also protect your most important assets. So be rest assured and let us help you to plan your retirement together while you enjoy your fruits of labour.
Get to learn:
Different facets of retirement planning
Core characteristics of an Ideal Retirement Portfolio
Creating a well-structured Retirement Plan
How to build a retirement portfolio that generates high stable passive lifetime income
How to protect your Retirement Nest Egg against longevity risk, inflation risk, and market risk.
CPF & YOU
There are two things about CPF that never changes. One, it is here to stay. Two, it always changes. Keep abreast with the latest changes and keep ahead of how to optimize it as a cornerstone of your retirement plans.
I) CPF Latest Updates
Ways to Optimise your CPF
What will happen @ age 55
CPF Basic Retirement Sum Scheme.
CPF Life Basic vs Standard Plan.
II) CPF MediSave, MediShield & CareShield Life
Updates on MediShield Life.
Comparison of benefits between CPF Basic MediShield, MA, MB and other approved Shield plans with claim examples.
ElderShield and CareShield Life.
WILL & LEGACY PLANNING
A legacy or liabilities? What do you want to leave behind for your beloved ones should you forget to wake up one day? We WILL show you the ways of preserving your wealth before distributing it in a systematic manner. Time WILL heal the pain; financial freedom eases the process for your loved ones.
I) Will Writing
Introduction to Intestate Succession Act.
The importance of writing a will.
Complications of not drawing a will.
Naming beneficiaries in your insurance policies.
CPF Nominations
II) Legacy Planning (富不过三代）
Maximise wealth and pass on your legacy
Enhance your estate, succession planning and asset protection
Creating a Legacy through Life Insurance
LPA & LONG TERM CARE
Lasting Power of Attorney (LPA) allows you to appoint someone you trust to make decisions and act on your behalf if you lose the mental ability to make these decisions yourself in the future. You may lose capacity because of a stroke, a mental illness, or even an accident. By making an LPA, you indicate your personal choice of a trusted person(s) who can come forward to act on your behalf if you should lose the ability to do so yourself.
Long-term care is provided in different places by different caregivers, depending on a person’s needs. Most long-term care is provided at home by unpaid family members and friends. Learn how to ease off the financial burden when facing Long Term Care in future
I) LPA
Introduction to Mental Incapacity Act.
The importance of drawing up a Lasting Power of Attorney (LPA).
Complications of not drawing a LPA.
Difference between Form 1 and Form 2
II) Long Term Care
Introduction to CareShield Life
Activities of Daily Living
CareShield Life vs ElderShield
Cost of Long Term Care
APEX INVESTMENT WEBINAR SERIES
Join us in our investment series and learn more about the different types of investments and how pandemics like Covid-19 impact us and the economy.
What Our Clients Say
“The talks were informative and the sharing of examples was helpful in illustrating your message. It was generally well-received by our staff who now have a better understanding of what they can achieve when they have proper financial planning. We look forward to further opportunities to have your team guide us on other aspects of financial planning to prepare for all the challenges that we may encounter in our exciting but sometimes unpredictable journey of life.”
— Cynthia Seah
Senior Finance Manager
A.U.P.E. Multi-Purpose Co-operative Society
“Our colleagues have greatly benefited from these talks. They are now more aware of the benefits of commencing financial planning early and are also better informed
about the different Medishield plans available in the market. Not only are the talks educational, you have captivated the audience’s attention with your use of relevant anecdotes and personal experiences. We would like to, once again, express our sincere thanks to you and your team for your efforts in bringing the talks to our colleagues.”
— Goh Kah Bee
Head (HR Development, HR Division
National Environment Agency
“Excellent presenter. His content is rich, easy to understand and highly practical.”
— Audrey P
“Speaker is very spot on the way he articulated concerns we should have in our personal planning… Very engaging even thru a webinar!”
— Jeanette P
Just quote us your company!
