Financial Planning for Couples
(Workshop)
WORKSHOP | Family and Youth
Financial Planning for Couples
OBJECTIVE
Learn how to draw up a financial plan as a couple and take steps to ensure your family is in good financial health by saving, having sufficient insurance and investing. You will also be taught how to budget for your new home and to plan ahead by making a Lasting Power Attorney (LPA) and CPF Nomination.
COURSE OUTLINE
Draw up a financial plan together
• Setting SMART goals
• Assessing your financial fitness
• Implementing your plan
• Monitoring and reviewing your plan
Planning for your new home
• Budgeting and costs of ownership
Learn ways to grow your CPF savings
• CPF Retirement Sum top up
Planning ahead
• Lasting Power of Attorney (LPA)
• CPF Nomination
WHO SHOULD ATTEND
Suitable for those who are planning to get married and wish to plan their finances together. The content also includes material suitable for Muslim couples and those who are already married.
DURATION
2 Hours
Other Related Topics
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