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Seminar on Financial Tips for Retirement Planning (for those in 30s to 50s)
Saturday, 4 August 2012 from 14:00 to 17:00 (SGT)
"A survey by HSBC Insurance last year reported that 42% of Singaporeans do not have a financial plan for their retirement. The old adage that if you fail to plan then you are planning to fail applies strongly to retirement planning. Why are people not making plans? In the HSBC survey, 14% feel it is not useful to have one, 23% have no idea how to form one and the rest feel they do not have sufficient income to make a plan. It is interesting that about a third of those without financial plans have had some dealings with a financial adviser, which suggests that either the adviser had not conveyed the appropriate advice or he has chosen not to take it." - Speech by Lee Chuan Teck, Assistant Managing Director, Monetary Authority of Singapore at Singapore Management University ‘Market for Financial Advice’ Symposium on 6 July 2012.
In this highly sought-after interactive seminar, Wilfred Ling will speak on the topic of retirement planning. This talk is aimed at those in their 30s to 50s who wish to plan for retirement. 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.
- How much exactly do you need to retire? Introducing Morte Carlo simulation as the preferred retirement calculation.
- Advantages & disadvantages of retirement saving and income using SRS.
- Advantages & disadvantages of retirement income from CPF Life.
- Advantages & disadvantages of retirement income from dividends
- Advantages & disadvantages of retirement income from ‘annuity’ products
Where can I contact the organizer with any questions?
You can email to email@example.com.
Is my registration/ticket transferrable?
Yes it is transferable. Use this page to transfer: HERE.
Can I update my registration information?
Yes, use this page to update the registration information: HERE.
Do I have to bring my printed ticket to the event?
Yes, you need to produce your ticket.
What is the refund policy?
7 or more days prior to the seminar: full refund.
6 or less days prior to the seminar: no refund.
There is no refund for 'no-show'.
What are my transport/parking options getting to the event?
Nearest MRT stattion - Dhoby Ghaut MRT Station. Follow the direction/sign to SMU-->School of Economics or School of Social Sciences. Enter via the "Visitor" Gate at the security lobby. Tell the security guard you are here for the talk. The seminar room is 5.1
For location map, please refer to this map HERE.
What if the event is cancelled?
If the event is cancelled for whatever reason, a full refund will be made.
When & Where
Wilfred Ling is a CFA charter holder and is a Chartered Financial Consultant®. Moreover, he is an ISO 22222 (SCI) certified person. The ISO 22222 certification means that he has been assessed by independent third party in relation to his financial planning process, ethics, competency, experience and thus adheres to the International Standard for financial planning.
As a fee-based professional financial planning practitioner, he has written many comprehensive financial plans for fee-paying clients. His clients seek his advice on a wide range of financial planning issues such as credit management, insurance, investments, retirement planning, tax planning and estate planning. His clients come from all walks of life such as:
Business owners, IT managers, IT consultants, teachers, engineers, students, retirees, directors, radiographers, airline cabin crews, actuarial consultants, vice-presidents (banks), accountants, restaurant supervisors, weather forecasters, National Servicemen, editors, police officers, veterinarian, R&D engineers, prison officers, laboratory technologist, risk management (banks), QA/Process Managers, analysts, salespersons, contractors, civil engineers, pharmacists, legal counsels, commercial pilots, salvage divers, auditors, housewives, finance managers, university lecturers, tax consultants, chief financial controllers, doctors, IFA investment specialists and financial advisers.
Wilfred Ling is the FA Associate Director with PromiseLand Independent Pte Ltd, which is licensed by Monetary Authority of Singapore to provide advice on insurance and collective investment schemes. He leads the Ethos Wealth Planners which is a group of advisers in PromiseLand.
He is also a member of the CFA Institute, CFA Singapore and Association of Financial Advisers (Singapore).