Activity-Based Workshop (1.5 hour)
Objective
Learn key financial planning strategies to secure your lifestyle in retirement. Understand how CPF supports your needs, explore ways to supplement CPF Life payouts, and ensure adequate insurance coverage with the CPF Health Insurance Planner. Gain insights on legacy planning essentials and how to stay protected from money traps and unregulated investment schemes.
Course Outline
- Sufficient Retirement Income
- Sources of Retirement Income
- Adequate Healthcare Protection
- Overview of Legacy Planning
- Money Traps and how to Safeguard Yourself
Who Should Attend
Recommended for those in their 50s and above, planning or in early retirement and keen to ensure they are managing their finances effectively in this life stage.
Other Language
Mandarin
Workshop (3 hours)
Objective
Learn essential financial planning strategies to secure your desired lifestyle as you approach and enjoy retirement. Discover how CPF supports your retirement and explore ways to supplement CPF Life payouts through additional savings, investments, and property income. Recognize the importance of having suitable insurance coverage, how to afford it, and utilize the CPF Health Insurance Planner. Finally, uncover the six critical things to do for legacy planning and stay vigilant against money traps and unregulated investment schemes.
Course Outline
- Sufficient Retirement Income
- Sources of Retirement Income
- Adequate Healthcare Protection
- Overview of Legacy Planning
- Money Traps and how to Safeguard yourself
Who Should Attend
Recommended for those in their 50s and above, planning or in early retirement and keen to ensure they are managing their finances effectively in this life stage.
Other Language
Mandarin
Begin Your Financial Literacy Journey
To enrol for similar courses, you can do so via our e-learning platform Finlearn@Academy here, where free and user friendly e-courses are available for learning at your own pace and convenience. Alternatively, register here for our Free Upcoming Programmes for scheduled trainer-led online sessions.
If you are interested in free talks and workshops for your organisation’s employees, please reach out to us here.