Financial Planning Workshop Online
This is a series of ONLINE Live workshops on the same day. When you register for this event, all the links will be sent to you. You may attend all the workshops or those you are interested in.
Each workshop will last for about 30 minutes with 10 minutes of questions and answers.
Workshop 1 (Start at 1 p.m.)
Workshop 2 (Start at 2 p.m.)
Workshop 3 (Start at 3 p.m.)
Workshop 4 (Start at 4 p.m.)
Each workshop will last for about 30 minutes with 10 minutes of questions and answers.
Workshop 1 (Start at 1 p.m.)
- How will my estate be distributed if I die without a will?
- What is Lasting Power of Attorney (LPA) and how to set it up?
- What is Advanced Medical Directive (AMD) and how to set it up?
Workshop 2 (Start at 2 p.m.)
- How to plan with clarity, accuracy and control with the latest planning software?
Workshop 3 (Start at 3 p.m.)
- Understand the different types of insurance plans
- How to use the CompareFirst.sg to compare insurance plans across different insurers?
Workshop 4 (Start at 4 p.m.)
- CPF schemes: SRS, CPF Life, Medishield Life, Eldershield, DPS, HPS, CPF Nomination, CPFIS, CAYE
About the Workshop
Who should attend?
For any working adult who
Date : 30 May 2020 (Sat)
Time : 1 p.m. to 5 p.m.
Venue : Online
Cost : Free
For any working adult who
- has not written his/her will
- does not have a written financial plan
- didn't know that you can compare insurance plans and buy online
- like to understand various CPF schemes better
Date : 30 May 2020 (Sat)
Time : 1 p.m. to 5 p.m.
Venue : Online
Cost : Free
About the Speaker
David Phuah is a Certified Financial Planner with 17 years of financial planning experience. He passed his CFP examination in 2002 and earned his CFP professional title in 2004, after gaining 3 years of relevant experience with an Independent Financial Advisory company.
Ever since, David has been focusing on financial planning processes and advisory based practices. Most of his clients are those who are committed to the financial planning process and seek to building a long term advisory relationship with David, in order to achieve their financial freedom and protection for themselves and loved ones. Clients can expect David to put their interest first which form the foundation of his practice. David is one of the finalist in the FPAS Best Financial Planner Awards 2019 under the FA category.
Ever since, David has been focusing on financial planning processes and advisory based practices. Most of his clients are those who are committed to the financial planning process and seek to building a long term advisory relationship with David, in order to achieve their financial freedom and protection for themselves and loved ones. Clients can expect David to put their interest first which form the foundation of his practice. David is one of the finalist in the FPAS Best Financial Planner Awards 2019 under the FA category.
Testimonial
From Mr. Chew - GM
I have seen the software in action when David was doing an annual review of my financial plan. The output is intuitive and relatively easy to understand.
During our financial planning discussion, we could test certain theories and make changes to the planning parameters. The result of these changes were calculated instantaneously with recommendations. These results can be easily interpreted with David's explanations. It also strengthens David's theories and clarifications since the software includes graphs in its presentation.
This software benefits both the financial planner and customer in terms of speed of churning out the plan, and ease of interpretation of the data.
I have seen the software in action when David was doing an annual review of my financial plan. The output is intuitive and relatively easy to understand.
During our financial planning discussion, we could test certain theories and make changes to the planning parameters. The result of these changes were calculated instantaneously with recommendations. These results can be easily interpreted with David's explanations. It also strengthens David's theories and clarifications since the software includes graphs in its presentation.
This software benefits both the financial planner and customer in terms of speed of churning out the plan, and ease of interpretation of the data.
From Senthil - Programmer
The need for investment in one's life was clearly explained to me during the interaction with David. The data shown to me is based on actual facts and no assumptions. One can have the data of their financial commitments projected though out their lifetime to the precision of day to day commitments.
David with his enough experience in the financial sector , provides valuable suggestion and opportunities to have a wealthy life. I had a dilemma of starting a new career or continue with the current one for quite a while and could not take decision. After the discussion with David, the facts and figures for both the situations are projected with actual data and then there is no question of dilemma. Now it is only the choice of what I want to make.
I strongly recommend anyone reading this to have an opportunity to discuss about the wealth of their life with David. Thanks to him for the nice discussion.
The need for investment in one's life was clearly explained to me during the interaction with David. The data shown to me is based on actual facts and no assumptions. One can have the data of their financial commitments projected though out their lifetime to the precision of day to day commitments.
David with his enough experience in the financial sector , provides valuable suggestion and opportunities to have a wealthy life. I had a dilemma of starting a new career or continue with the current one for quite a while and could not take decision. After the discussion with David, the facts and figures for both the situations are projected with actual data and then there is no question of dilemma. Now it is only the choice of what I want to make.
I strongly recommend anyone reading this to have an opportunity to discuss about the wealth of their life with David. Thanks to him for the nice discussion.
From Mr Ba - Engineering
David's Financial Planning workshop was very well-organized, succinct and helpful. We have learnt powerful tips to kickstart our financial planning journey as young working adults. David was also very willing to take questions and share his own experience with us. At the end of the session, he gave us a planning session using the Fintech financial planning software, which was our most favorite part of the session as we get to see various scenarios of our future financial life laid out in front of us. This has definitely motivated us to set our goals, manage our finances and plan for our future as early as possible.
This is definitely a recommended introductory workshop for people starting to seriously consider financial planning. Thank you so much, David!
David's Financial Planning workshop was very well-organized, succinct and helpful. We have learnt powerful tips to kickstart our financial planning journey as young working adults. David was also very willing to take questions and share his own experience with us. At the end of the session, he gave us a planning session using the Fintech financial planning software, which was our most favorite part of the session as we get to see various scenarios of our future financial life laid out in front of us. This has definitely motivated us to set our goals, manage our finances and plan for our future as early as possible.
This is definitely a recommended introductory workshop for people starting to seriously consider financial planning. Thank you so much, David!
