Financial Planning

Classes - Group Consulting

Topics Covered

1. Objective Setting – How much do we need to retire?

2. Create Wealth Accumulation Systems to be Financially Free

3. Retirement Planning – The Mindset / The Process / The Tools

4. Understanding Funds Investing – Unit Trust / ETFs

5. Understanding Annuities – Key Tool for Financial Freedom

 

For Corporate Speaking Engagement, Email: chuaimin@investcoach.com.sg