Events

Events

Technology to Take Your Financial Planning Practice to the Next Level

Ninety-three percent of financial advisors say technology plays either a critical or important role in their practice, according to a 2021 Technology Survey by Financial Planning Magazine. Given the importance of technology to you and your clients, we would like to invite you to the FPSB Financial Planet Live global webinar, “Technology to Take Your …

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新加坡金融理财协会与人民协会网络讲座 – 谁能支付我的医疗费用?

我们很高兴感到热烈的响应 – 将近50人参与了与人民协会联合举办的第三系列 FPAS 金融素养网络讲座。 罗俊雄财务规划师深刻的见解收到了观众的好评,因为他让参与者们从这个研讨会上获益。他也说明了一系列主题,例如终身健保与终身护保的不同,私人综合健保、划一综合健保计划和危重病计划的重要性等。 我们也邀请了GoalsMapper 的金融素养主管,Benjamin Ang, 来分享他们的消费者平台,让参与者了解如何计划和了解他们的金融旅程,以便他们能够实现财务目标。 如果您希望收到 GoalsMapper 的财务报告,请发送电子邮件至events@fpas.org.sg,并附上您的姓名、电子邮件和手机号码。FPAS 将向您发送报告的链接。 概要 健康优先权、医疗紧急情况和长期护理都是在老龄化的新加坡普遍关注的问题。今日,有多种医疗保健计划可以帮助您支付医疗费用,但是您有多了解它们的覆盖范围、差异以及它们的协同方式?请记住,并非所有计划都是平等的,因为有些计划仍然可以造成重大损失。 无论是为了自己还是为了亲人,请掌握所需信息,做出明智的决定。在我们为您解释保健储蓄,健保双全计划,私人医疗保险计划,私人综合健保计划,乐龄健保和终身护保之前,请用终极的“盾牌”—知识—武装自己。 和合格财务规划师 Christopher Loh (CFP®) 一起参加由新加坡金融理财协会(Financial Planning Association of Singapore)与人民协会 (People’s Association) 联合举办的网络讲座 – “谁能支付我的医疗费用?”。网络讲座将在2021年9月21日,下午3点,准时进行。 内容: ✓ 回答关于新加坡医疗保健计划的所有问题, ✓ 提供如何在残疾情况下为自己提供长期护理的建议, ✓ 分享他的个人和专业经验,以及 ✓ 揭穿有关保险和医院计划升级的观念。 主讲人简介 Christopher Loh 先生的职业生涯始于金融咨询行业,担任保险顾问。他于 2003 年加入人寿保险业务。随后,他加入了一家领先的金融机构,担任客户经理。在任职期间,他为 1000 多名专业人士、经理、企业主和高净值客户提供了有关风险管理和投资组合的服务和建议。他发现这些人可能没有时间、兴趣或专业知识来管理他们的财富。他通过战略资产分配帮助客户实现了加快退休年龄的目标。由于他的努力,他在途中获得了无数奖项。 新加坡是世界上生活成本最高、生活水平最高的国家之一,生活在新加坡,让许多新加坡人发现越来越难以确保他们的收入能够让他们维持舒适(更不用说奢华)的生活方式。他个人认为,提前退休是可能的。实际的。并且高度可实现! 他的个人财富管理理念是每个人都有很多需要考虑和计划的财务未来。每个客户都有要保存和管理的遗产。帮助客户实现他们渴望和应得的财务成功是非常重要的。 他目前是PIAS专业投资咨询服务公司,(金融规划公司)的金融服务经理。 Christopher 拥有新加坡金融理财协会授予的合格财务规划师称号。

Innovative Technology to Foster Community Building

Join us on 22 September, for our next FPSB Network Webinar, “Innovative Technology to Foster Community Building.” Moderated by Dante De Gori, CFP®, CEO of FPA Australia, this event will share best practices and lessons learned on using technology to build and grow your territory’s CFP professional community from panelists David Kop, CFP®, Director of …

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Future of Client Needs and Advice Delivery

Join thought leaders in the global financial planning profession to learn about evolving client expectations, motivations, and concerns and the driving factors behind them – including technology, financial education, and global trends. Plus, discover the skills and abilities CERTIFIED FINANCIAL PLANNER professionals need to provide financial planning advice and sustain a thriving practice. The virtual …

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Five Ways to Combat Financial Stress During Uncertain Times

According to McKinsey, the average life satisfaction in Europe, which consistently leads the world in well-being, fell in April to its lowest level since 1980. Similarly, McKinsey research in Asia found varying degrees of consumer confidence in a tracking study that began in February. Meanwhile, A U.S. study by the National Endowment for Financial Education …

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Stretching your insurance dollars at each major milestone

FPAS is glad to have the 4th series of the FPAS Financial Literacy 2021 talk in collaboration with People’s Association. In this talk, Mr Loh busted several myths about insurance, allowing participants to understand the need for proper financial planning and how to do so. By covering topics such as categories and coverage of different …

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