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Here are our recommendations for your LEARNing:

(W) – Workshop (T) – Talk

FOUNDATION MODULES

Financial Planning For Couples (W)

Financial Planning For Couples (W)
This talk aims to get couples talking about money so they can work as a team, achieve their common financial goals and therefore build a strong foundation for their marriage.
Participants are taught basic financial planning, including what they need to know about buying their first home, purchasing insurance and estate planning.

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CORE MODULES

Buying A Home Within Your Means (W)

Understanding Life Insurance (W)
or 1. Assessing Your Insurance Needs (T)
2. Types of Life Insurance (T)

Understanding Basic Health Insurance (W)
or 1. Types of Health Insurance (T)
2. CPF Health Insurance Schemes (T)

Introduction To Estate Planning (W)
or 1. Importance of Estate Planning (T)
2. Steps in Estate Planning (T)

Buying A Home Within Your Means (W)
This module addresses the following questions: Why do people want to buy a home? What are their housing options? And how should they go about it?

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Introduction To Estate Planning (W)
Understand the purpose, importance, considerations and ways of distributing your assets according to your wishes. Also covered is distribution according to the Intestate Succession Act. You will also learn about wills, nominations, trusts and the Lasting Power of Attorney (LPA).

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Importance Of Estate Planning (T)
Understand the purpose, importance, considerations and ways of distributing your assets according to your wishes. Also covered is distribution according to the Intestate Succession Act and the Lasting Power of Attorney (LPA).

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Steps In Estate Planning (T)
This talk covers the objectives, the basic steps in estate planning and the different means of distributing your assets.

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Understanding Basic Health Insurance (W)
Learn about the various types of health insurance policies and the meaning of common terms such as policy limits, exclusions and deductibles. Find out about the CPF schemes that provide basic health insurance cover such as MediShield Life, ElderShield and CareShield Life.

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Types Of Health Insurance (T)
Learn about the various types of health insurance policies and the meaning of common terms such as policy limits, exclusions and deductibles.

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CPF Insurance Schemes (T)
Learn about the CPF schemes that provide basic health insurance cover such as MediShield Life, ElderShield and CareShield Life.

Click here to find out more.

Introduction To Estate Planning (W)
Understand the purpose, importance, considerations and ways of distributing your assets according to your wishes. Also covered is distribution according to the Intestate Succession Act. You will also learn about wills, nominations, trusts and the Lasting Power of Attorney (LPA).

Click here to find out more.

Importance Of Estate Planning (T)
Understand the purpose, importance, considerations and ways of distributing your assets according to your wishes. Also covered is distribution according to the Intestate Succession Act and the Lasting Power of Attorney (LPA).

Click here to find out more.

Steps In Estate Planning (T)
This talk covers the objectives, the basic steps in estate planning and the different means of distributing your assets.

Click here to find out more.

Unable to attend the sessions?
You can continue your LEARNing here:

3 Investments To Own for Life

How to Invest Money for Beginners

The Best Way to Invest Your Money

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