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

 

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