Previous Financial Workshops

The Journey to Financial Mastery Begins With Knowledge and Deliberate Action.

This is an archive of our previous Financial Workshops.


Master Your Money:
Reduce Insurance Costs & Grow Your Wealth

May 17, 7-9pm — This event has ended —
Tai Seng MRT Station (CC11)

FREE

Are you tired of high insurance premiums eating into your budget? Do you dream of building a secure financial future? This interactive workshop will equip you with the knowledge and strategies you need to achieve both!

About this event

In this interactive session, you’ll learn:

  • Cost-Cutting Champions: Discover effective ways to reduce your insurance premiums on essential coverage.
  • Investment 101: Explore different investment options, from stocks and bonds to real estate, understanding their risks and rewards.

This workshop will be a valuable learning experience for anyone who wants to:

  • Save money on insurance premiums.
  • Make informed investment decisions.
  • Take control of their financial future.

By the end of this session, you will be able to:

  • Apply the cashflow principles to manage your finances effectively.
  • Identify areas to potentially lower your insurance costs.
  • Choose investment vehicles aligned with your goals and risk tolerance.

Don’t miss this opportunity to take charge of your financial well-being!

Space is limited, so register today! You can register over Eventbrite.sg or via RSVP form below


Embark On Your Retirement Journey With Strategies On Maximizing CPF & SRS

May 20, 6.30-9pm — This event has ended —
Alpha Wealth Financial Advisers Pte. Ltd. HQ / 180 Kitchener Road, #09-01, Singapore 208539
MRT: Exit I (Farrer Park MRT – North East Purple Line)

$5 

Join us for an evening packed with valuable insights into optimizing your retirement and unlocking tax-saving potentials through CPF & SRS.

About this event
  • Network & Connect with like-minded individuals
  • Unraveling the Impact of CPF SA Changes
  • Compute CPFLife Benefits and More
  • Innovate Your Tax Relief Strategy
  • Receive a Complimentary E-book on Retirement Planning and Sample Portfolio
  • Stand a Chance to Win Vouchers!
  • Bento Dinner!

Don’t let this golden opportunity slip by without mingling, relaxing, and indulging in a delectable dinner. Engage with fellow enthusiasts, swap tales of your retirement journey, and broaden your social network.

Seize the moment to revel in an enlightening evening filled with camaraderie, merriment, and, of course, invaluable tax-saving strategies alongside delightful cuisine.

Let’s raise our glasses to forge new bonds and craft unforgettable moments at City Square Mall: Alpha Wealth Office (Level 9).

Space is limited, so register today! You can register over Eventbrite.sg or via RSVP form below


Introduction to Traded Endowment Policies

—- CANCELED due to speaker contracting Covid —-

May 29 @ 3-5pm & 7-9pm
Purvis Capital, Grand Building / 17 Phillip Street Singapore, Singapore 048695

FREE

In this Educational Sharing on Traded Endowment Policies (TEPs), attendees will be enlightened on how TEPs can be utilized as an investment option or alternative.

About this event

Educational Sharing on Traded Endowment Policies (TEPs) aims to lend a fresh perspective to employing Traded Endowment Policies or Resale Policies as an investment instrument to supplement or complement the fulfillment of education funding and retirement funding goals as well as equipping oneself with basic financial knowledge and information of today’s investment climate.

With a large and growing segment of aging population in Singapore coupled with rising cost of living as well as the high costs of tertiary education subjected to inflation, the need to make their money work harder and safer has become a trending topic to the young and old.

These days, change is the new constant.

Due to the ever-changing and challenging financial landscape in Singapore with escalating living costs and the high degree of uncertainty of investment returns in the face of many financial crises and geopolitical issues in recent times, there is an urgent need to build an investment portfolio that will answer to the important financial needs & wants of our life, avoiding or mitigating risk exposure.

In this Educational Sharing on Traded Endowment Policies (TEPs), attendees will be enlightened on how TEPs can be utilized as an investment option or alternative, not only to stay invested but to employ as an investment instrument to rebalance and diversify their investment portfolio optimally.

Key Takeaways

  • Understanding of what is Traded Endowment Policy (TEP)
  • Understanding of how Traded Endowment Policies (TEP) are brought to Market
  • Understanding of how Traded Endowment Policies (TEP) work
  • Understanding of how Traded Endowment Policies (TEP) can fit into your investment portfolio
  • Introduction of the services provided by Purvis Capital

Space is limited, so register today! You can register over Eventbrite.sg or via RSVP form below


Dream Chasers – Convert your Cashflow Game Dreams into Actionable Goals

May 30 @7-9:30pm
The Commerze @ Irving / 1 Irving Place, 369546 Singapore
Orange building 2 minute walk from Tai Seng MRT. Take exit A. Level 2

FREE

Have you been taking steps to follow through what you have learn after playing the Cashflow Game? If not, this event could be for you.

About this event

Ready to Level Up Your Financial Game? Join us for this Goal Setting Workshop designed for Cashflow enthusiasts!

You have played the Cashflow Games, several times even. But you still have nagging doubts what is your next step. If this is you, this is your next step.

  • Gain Insights: Leveraging your Cashflow game experiences for profound insights, rediscover your financial and career aspirations that you have been searching.
  • Set Goals: Transform your insights into actionable goals, paving the way for financial success and abundance.
  • Taking action: Making the goals is not enough. To make the breakthrough, you have to follow through. Pick up key points to stay committed to your goals.

Time passes by so quickly. Don’t waste more time idling on your dreams. It’s time to make it a reality. Fulfillment and abundance awaits.

Conducted by Michael Chua, Financial GameMaster and one of the few game masters who is versed in running financial games from to his unique combination of first-hand knowledge in the financial world and trainer that specialised in using games in education.

Space is limited, so register today! You can register over Eventbrite.sg or via RSVP form below


Options 101: Risk Less, Gain More

3-6 June @8.30pm to 11pm SGT
Online webclass

SG$135 or FREE if you register through Wealth Whiz Singapore! (RSVP form below)

Unlock the potential of options 101 trading and discover how to navigate the markets with confidence!

About this event

Join us for an insightful masterclass where our master trainer, Thomas Saw, will guide you through the fundamentals of options trading and help you chart a course towards increased profitability while managing risk effectively.

WHAT WILL BE COVERED IN OPTIONS 101? 

Introduction to Options Trading.

  • Understanding the basics: calls and puts.
  • How options differ from stocks and other securities.

Risk Management Strategies.

  • Mitigating risk in options trading.
  • Implementing protective measures for your portfolio.

Profitable Trading Techniques.

  • Identifying potential opportunities in the market.
  • Strategies for maximizing gains while minimizing losses.

Real-life Case Studies.

  • Examining successful options strategies.
  • Learning from common pitfalls and mistakes.

Q&A Session.

  • Engage with Thomas Saw and get answers to your specific questions.

WHO SHOULD ATTEND?

  • Individuals interested in learning about options trading.
  • Novice traders looking to enhance their skills.
  • Traders seeking strategies to manage risk and boost profits.

Don’t miss out on this opportunity to gain valuable insights into the world of options trading. Reserve your spot now and take the first step towards a more profitable trading journey!

DATE, TIME, VENUE

Session 1 – Date: 03 Jun 2024 / Time: 8.30pm to 11pm SGT / Online webclass
Session 2 – Date: 04 Jun 2024 / Time: 8.30pm to 11pm SGT / Online webclass
Session 3 – Date: 05 Jun 2024 / Time: 8.30pm to 11pm SGT / Online webclass
Session 4 – Date: 06 Jun 2024 / Time: 8.30pm to 11pm SGT / Online webclass

Webclass links will be sent to you via email by same-day or next-day 6pm SGT upon order completion.

 

Space is limited, so register today via RSVP form below!


Learn the Art of Profitable Financial Market Trading

17 June @02:30pm – 05:00pm
TRT Academy [5 Purvis Street #02-07 Singapore 188584]

FREE

Join us for an immersive workshop on mastering the art of profitable financial market trading.

About this event

Whether you’re a beginner looking to understand the basics or an experienced trader aiming to refine your strategies, this event is designed to equip you with the knowledge and tools needed to succeed in the dynamic world of financial markets.

Agenda

  • Introduction to Financial Markets.
  • Understanding Market Trends and Analysis.
  • Risk Management Strategies.
  • Technical Analysis Techniques.
  • Fundamental Analysis Fundamentals.
  • Developing a Trading Plan.
  • Live Trading Demonstrations.
  • Q&A Session.

Who Should Attend

  • Aspiring Traders.
  • Experienced Traders.
  • Investors.
  • Finance Professionals.
  • Anyone interested in learning about financial market trading.

Don’t miss this opportunity to gain valuable insights and strategies from Thomas Saw. Reserve your spot today and take your trading skills to the next level!

Space is limited, so register today via RSVP form below!


Ultimate Showdown: Income vs Directional Options Trading

26 June @08:30 PM to 10:30 PM
Online webinar

Free

Are you ready to elevate your trading skills and explore the best strategies in options trading? Join us for an exclusive webinar where we pit Income Options Trading against Directional Options Trading to find out which strategy reigns supreme!

About this event

Webinar Highlights

  • In-depth Analysis: Discover the nuances of Income Options Trading and Directional Options Trading.
  • Expert Insights: Learn from Thomas Saw with years of experience in the options market.
  • Strategy Breakdown: Understand the benefits, risks, and potential returns of each approach.
  • Live Q&A Session: Get your questions answered by Thomas in real-time.

Why Attend?

  • Expand Your Knowledge: Whether you’re a beginner or an experienced trader, gain valuable insights that can enhance your trading strategies.
  • Interactive Learning: Engage with Thomas and fellow attendees, and participate in live polls and discussions.
  • Resourceful Content: Receive exclusive materials and resources to help you implement what you learn.

Don’t miss out on this opportunity to learn from the best in the industry! Register now to secure your spot.

You can register via RSVP form below

You can register via RSVP form below