Financial Planning for Retirement
There will be a talk on retirement planning for those in their thirties to fifties this coming Saturday (4th August 2012).
In this highly sought-after interactive seminar, Wilfred Ling will speak on the topic of retirement planning. Topics include the strengths and limitations of CPF, SRS, how to invest for retirement, case studies on the advantages and disadvantages of common retirement products in the market,etc. The speaker is a practicing practitioner and therefore the talk will focus mainly on practical aspects.
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Can You Afford It? How Mental Accounting Affects Proper Judgment
Most people, if not everyone, use mental accounting on a daily basis when it comes to financial decisions. A common example would be the way a person more readily spends his year-end bonus.
Take one more example: If you were going to spend $100 on an item and realised there was a cheaper source 15 minutes away selling it for $95, would you take the effort to obtain it from the cheaper source? What if the item was $10, and the other place was selling it for $5?
Online Seminar on Financial Planning for Persons with Special Needs
Seminar Speaker, Mr. Wilfred Ling
There will be an online seminar conducted this Saturday, 10th September 2011 at 10:00AM regarding financial planning for Persons with Special Needs (PSNs).
PSNs are individuals who suffer from some forms of disabilities such as Down’s Syndrome, Autism, etc. PSNs’ prospects in securing or advancing in education, employment and recreation could be substantially reduced as a result of their disabilities. In this seminar, you’ll learn how – and why – financial planning for persons with special needs is so important.
The Financial Planning Process
Financial planning is a process where an adviser assists his client in areas such as cash flow management, investment planning, risk management, insurance planning, estate planning etc. Depending on the individual needs and complexity of one’s portfolio, financial planning can be quite a big project.
It is important for a systematic approach to be adopted in order to structure the process to ensure that it is productive, as well as to develop a plan that is suitable, relevant and useful to the client.