Seminars

Syn­op­sis:

Dis­cover how much you really need for your very Own Retire­ment Nest-Egg. In this Hands-on and Inter­ac­tive Sem­i­nar, You’ll actu­ally com­pute your own retire­ment needs.

Inquire all the crit­i­cal fac­tors required to plan for your own retire­ment and explore the var­i­ous excit­ing finan­cial instru­ments in the mar­ket you can use to achieve your dreams and aspirations

Syn­op­sis:

Present the Best Gift to your child. In this sem­i­nar, find out the var­i­ous issues fac­ing most par­ents today when plan­ning for their children’s future and learn a com­pre­hen­sive frame­work to achieve the aspi­ra­tions you have for them.

Implore the var­i­ous plans in the mar­ket most par­ents buy for their kids and find out which one is best suited for your very own pre­cious ones.

Syn­op­sis:

Go on a jour­ney to dis­cover many sim­ple but pow­er­ful tips to boost your finances in these tough times. Be inspired by the Time­less Prin­ci­ples of Finances. Learn how to Pri­ori­tise the pre­cious Dol­lar in your pocket today! You’ll also be shown the Real costs of Own­ing a Car.

You will learn:

• to dif­fer­en­ti­ate Good Debts vs Bad Debts,
• Should I fin­ished pay­ing up my HDB flat asap? Is my House too big for me?
• How much Debt is still con­sid­ered healthy?
• How much Cash should I keep in my bank?
• Am I sav­ing or Invest­ing Enough?

Syn­op­sis:

Cre­ate Wealth when you need it most. After the sem­i­nar, you can safely tell your agent: “I’ve enough Insurance.”

Learn the Most Com­plete Risk Man­age­ment Frame­work to pro­tect your­self against unfore­seen cir­cum­stances. Nav­i­gate through the jun­gle of insur­ance poli­cies, learn to dif­fer­en­ti­ate between Myths and Facts. Design a plan that best suit your finan­cial needs.

In this Sem­i­nar, we’ll com­pare all the 5 CPF-Approved Shield plans in the mar­ket, com­pare whole life Poli­cies vs Investment-Linked Plans, dis­cover a little-known plan that’s eas­ier to claim than most plans you’ve already bought, find out the cheap­est type of poli­cies in the mar­ket, and learn to con­struct a per­son­al­ized risk man­age­ment & insur­ance pack­age for yourself.

Syn­op­sis:

We make a liv­ing by what we get, we make a life by what we give. — Win­ston Churchill

You have done well in your life. You have enough to last your life­time. In fact you have more than enough to give away. The ques­tion is not how much. The ques­tion is how to?

Learn the process of Wealth Dis­tri­b­u­tion: what goes into your estate, what leaks out of your estate and how are they distributed.

We will dis­cuss basic top­ics like Wills, Intes­tate Suc­ces­sion Act, Nom­i­na­tions, Rule of Sur­vivor­ship, Joint Ten­ancy vs Tenancy-in-Common, S73, etc.

Learn how these issues can impact on your finances now and in the future and explore var­i­ous instru­ments and ideas that can max­imise giv­ing, min­i­mize leak­ages, while retain­ing con­trol at the same time.

Syn­op­sis:

Achieve Finan­cial Inde­pen­dence – Cash Free!

CPF is widely rec­og­nized as one of the key instru­ments in the man­age­ment of our finances with around one-third of our income set aside. Yet many do not know sev­eral of its uses and exactly how to opti­mize it. This sem­i­nar explains the many finan­cial man­age­ment tools avail­able through the use of CPF.

• Have a brief under­stand­ing of the basic uses of CPF-Ordinary, Spe­cial, and Medis­ave Accounts;

• Appre­ci­ate the nation-wide plans cur­rently in place like MediShield, Elder­shield, Depen­dent Pro­tec­tion Scheme(DPS), Home Pro­tec­tion Scheme(HPS), and more recently — CPF Life;

• Explore how to max­i­mize your CPF monies through the var­i­ous Upgrades avail­able on these plans using lit­tle or no cash.

You’ll be shown the Com­plete Finan­cial Inde­pen­dence Frame­work and how to achieve it Cash free!

Syn­op­sis:

This is the stuff of dreams. You worked hard for your money. You dreamt of hav­ing a stream of income. Not just any income, but one that is guar­an­teed for life. In fact an income that increases indef­i­nitely dur­ing your lifetime!

Dur­ing the sem­i­nar, you will learn

• The var­i­ous tools that can pro­vide a stream of income with dif­fer­ing attributes.
• How to con­struct a diver­si­fied streams of income that best suits your needs.
• Man­ag­ing your Cash flow
• How to enjoy a ris­ing guar­an­teed income for life

9) Woman & Money

Woman and her Money. There are many unique char­ac­ter­is­tics of a woman that makes her so spe­cial and so dif­fer­ent from man. So must her money management.

Do you know that woman:-

1) Live 5 years longer,

2) Aver­age 11 years out of the work­force and thus may be more depen­dent on spouse for finan­cial sup­port, and

3) Are more prone to tem­po­rary &/or par­tial disability

Find out about more of these spe­cial fea­tures of a Woman and how she can dif­fer­en­ti­ate her Wealth Man­age­ment from that of her male coun­ter­parts and set her on track to achieve her Finan­cial Independence!

Syn­op­sis:

Writ­ing a will is an impor­tant but often neglected part of your Wealth Management.

In this sem­i­nar, you’ll learn the process of Wealth Dis­tri­b­u­tion: what goes into your estate, what leaks out of your estate and how are they dis­trib­uted. We’ll dis­cuss the Impor­tance of Estate Sur­plus, Estate Liq­uid­ity and Ease of Estate Distribution.

You’ll also learn: -

• What is a Will?
• What if you don’t write a Will?
• Who needs a Will?
• How do I write a Will?
• Where should I l keep my Will?
• What Assets are not dis­trib­uted by my Will?
• How do I inte­grate Trusts with my Will?
• What is Last­ing Power of Attorney?
• What is Advanced Med­ical Directive?

Length of Sem­i­nar  (Your Choice)

2 Hours – Key Points will be covered

3 Hours– Most com­pre­hen­sive and par­tic­i­pants will get to learn the most.

Venue (Your Choice)

Either at your orga­ni­za­tion if you have an audi­to­rium OR

IPP Pri­vate Client Suite at 78 Shen­ton Way

Date (Your Choice)

Week­days.  Your choice of time.

Week­ends. Sat­ur­day 10am-1pm or 2-5pm

Cost (Optional)

Refresh­ment fee of $5 per person

We can arrange for a caterer to pro­vide refresh­ments for your staff if you need

Please call Biondi at 91731310 to arrange for these sem­i­nars