Money Strategies for Working Adults

FREE WEBINAR

About The Webinar

[New Year New Money Strategies]
According to OCBC financial wellness index survey, 52% of Singaporean do not review their financial planning…

Most working adults are too busy to engage in their own personal finance and investments. Yet, most of us want to win the money game as busy working adults. Although day to day, we are diligently working hard to get promotions, increments and bonuses, we should not allow our money to idle in the bank account.

What we should do is to let our money work as hard for us to achieve better income and cash flow. Do not just live through life without thinking about our personal finance.

Attend this 2-hour webinar and learn about the various Money Strategies for Working Adults:
Note: This is a pure information sharing webinar. No product selling and not a preview for any high price workshop.

Have you ever wondered how you can do better with money management?
- How to do an effective portfolio review?
- How to invest and grow your savings without putting in too much effort?
- Paying too much premium for your insurance?
- Looking to maximise your insurance coverage and minimise premium?
- Tired of working and thinking of how to increase passive income for retirement?
- Confused about CPF scheme and not sure how to maximise retirement income?
Have you ever wondered how you can do better with money management?
- How to do an effective portfolio review?
- How to invest and grow your savings without putting in too much effort?
- Paying too much premium for your insurance?
- Looking to maximise your insurance coverage and minimise premium?
- Tired of working and thinking of how to increase passive income for retirement?
- Confused about CPF scheme and not sure how to maximise retirement income?
Have you ever wondered how you can do better with money management?
How to do an effective portfolio review?
How to invest and grow your savings without putting in too much effort?
Paying too much premium for your insurance?
Looking to maximise your insurance coverage and minimise premium?
Tired of working and thinking of how to increase passive income for retirement?
Confused about CPF scheme and not sure how to maximise retirement income?
1. Risk Management Strategy: The roles of Insurance in your life journey
a. Understanding various types of insurance and selecting the ones that you need
b. The limitations of Investment-Linked Policies
c. Maximise your coverage, minimise your premium
2. Investment Strategy: How to make your money work harder
a. What are the typical risk return for the various investment instruments
b. How to create your investment portfolio
c. How to invest passively in the stock market
3. Retirement Strategy: How to create multiple streams of income for your retirement
a. Basic Income stream from CPF
b. How to create 4 levels of passive income for retirement
c. How to create 5% passive income from global dividend portfolio
BONUS #1 Retirement Calculator
BONUS #2 Personal Finance Action List
BONUS #3 Personal Portfolio Review
3) Individual Stock Analysis
a) What to invest: Top 10 stock picks in 2022
b) Fundamental Analysis: Fair value analysis with relative price multiple model
c) Technical Analysis: Trend analysis with technical indicators

Louis Koay

About the Speaker Louis Koay, CFA, CFP Louis Koay is a dual-licensed representative at a top financial firm. He graduated from the National University of Singapore with First Class Honours and he is a CFA charterholder as well as a Certified Financial Planner. He is currently managing a team of 6 advisors and servicing more than 1,000 clients with asset under advisory of more than $20 million. As a trainer at Dr Wealth, Louis developed the Personal Finance Mastery Course and he is a key trainer in the Intelligent Investors Immersive Program. He has trained more than 10,000 retail investors in analysing stocks and on personal financial planning.