Financial Focus

Planning For Your Desired Lifestyle...

Financial Intelligence Seminar cum Clients’ Appreciation Nite

 

Date                 :           10th Sept 2009 (Thursday)

 

Time                 :           7:00pm ~ 9:00pm

 

Venue              :           Novena Square Tower A, #12-04/05

 

 

This entertaining and educational seminar focuses on educating the general public on the fundamentals of Personal Financial Planning, which is in line with the on-going national effort to create a financial-savvy public.

 

Learn:

  • How to plan your finances so that you can still enjoy your lifestyle during rainy days.
  • How to save on your premiums for your insurance policies.
  • Practical Investment Tips to help you to ride through market crisis and invest for your long-term objectives.
  • How your retirement planning is affected by the latest CPF regulations.
  • Why it is important for you to write a will and do a nomination on your assets.

 

The speaker, Mr. Apelles Poh is a Senior Branch Manager with Professional Investment Advisory Services Pte Ltd. He has 17 years of experience as a Financial Practitioner, holding a Masters in Financial Planning and was awarded the Financial Adviser Representative of the Year 2004 by Asia Financial Planning Journal. He had also been featured in various local newspapers and magazines and appeared live on NewsRadio 93.8 to talk about Financial Planning. In 2008, he had also authored one of the local bestsellers "Live Well, Love Much, Laugh Often" which part of the on-going proceeds will be donated to Children Cancer Foundation. This book is widely available in Borders, Kinokuniya, MPH and other major bookstores.

 

Refreshments will be served before the talk.

 

Please extend the above invitation to your family, friends and colleagues so that they can also benefit from this popular seminar with laughter. Due to the limited number of seats, we strongly encourage you to register with us as early as possible to avoid any disappointment. We apologise if we would need to turn you away once the seats are filled.

 

Hope to catch up with you soon.

 

 

“The talk is very educational, entertaining and engaging. The topic is very relevant to our staff’s needs. Many have enjoyed the seminar and desired to take charge of their financial life.”

~ Cheok Ban Heng, Staff Recreation-in-charge, SMRT

To register for any of the above seminars/workshops, please click here.

If you like us to speak in your company/organisation for the benefits of your colleagues/friends, please click here.

 

If you would like us to inform you on our next available seminar, please click here.