Course Detail(LT2304 : Mitigating Risks and Safeguarding Your Retirement Fund Amidst Market Volatility (In-Person))

LT2304 : Mitigating Risks and Safeguarding Your Retirement Fund Amidst Market Volatility (In-Person) NEW

1.00 CPE Hours (Others)
Classroom

Programme Objective
 

Rising inflation as well as the intense volatility in the stock market sparked by the pandemic and geopolitical tensions are placing additional stress on financial markets and investors including retirees and near-retirees.
 
Unlike younger investors, who may have decades to recoup any potential losses, this group of investors who are living off the capital and income from their investments now have a common enemy - short-term volatility.
 
In this 1.5 hour lunch talk series, our speaker will be sharing his insights how the RetireWell™ Methodology can help to mitigate different types of risks and ensure a reliable income stream for retirement years regardless of the volatility of the financial markets and the uncertainties of life.

Programme Outline

 

12:00pm12.30 p.m

Registration and Networking Lunch

12. 30 p.m12.40 p.m

Welcome Address

12.40 p.m1.30 p.m

Topic: Mitigating Risks and Safeguarding Your Retirement Fund Amidst Market Volatility (In-Person)

Speaker: Christopher Tan | CEO of Providend

1.30 p.m2.00 p.m

Q&A Session and Networking

2.00 p.m

End of session

 

Training Methodology
Lecturer Style


Closing Date for Registration
3 days before programme or until full enrolment

Intended For

All

Competency Mapping

Others = 1.00 Hours

Schedule & Fees

Date & Time

11 Oct 2023 (12:00 PM - 2:00 PM)

There are no seats available.

Fee (inclusive of GST)

For Members: $ 0.00
For Non-Members: $ 21.60

Programme Facilitator(s)

Christopher Tan (LT2304)

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


User-added image
 
Christopher Tan
CEO, Providend Ltd
 
Christopher has more than two decades of experience in the wealth management and financial planning industry.

Professionally, Christopher is a Certified Financial Planner and a member of the Financial Planning Association of Singapore. He sat on the Management Committee of Securities Investors Association (Singapore) (SIAS) from 2009 to 2017 and was reappointed in September 2022. In 2014, Christopher was appointed by the Singapore Government to be part of the CPF Advisory Panel.

In June 2020, Christopher has also obtained the Advanced Certificate in Trust Services (ACTS) from Wealth Management Institute, Nanyang Technological University as well as the Certificate of International Trust Management from Society of Trust and Estate Practitioners (STEP).​ In September 2021, he has also completed the Certificate for Family Office Advisors – Foundation.

He is often featured in broadcast and print media for his expert opinion on financial matters and is an internationally sought-after speaker, counting the CFA Institute Annual Conference and MoneySENSE among his speaking engagements.
 

Programme Objective
 

Rising inflation as well as the intense volatility in the stock market sparked by the pandemic and geopolitical tensions are placing additional stress on financial markets and investors including retirees and near-retirees.
 
Unlike younger investors, who may have decades to recoup any potential losses, this group of investors who are living off the capital and income from their investments now have a common enemy - short-term volatility.
 
In this 1.5 hour lunch talk series, our speaker will be sharing his insights how the RetireWell™ Methodology can help to mitigate different types of risks and ensure a reliable income stream for retirement years regardless of the volatility of the financial markets and the uncertainties of life.

Programme Outline

 

12:00pm12.30 p.m

Registration and Networking Lunch

12. 30 p.m12.40 p.m

Welcome Address

12.40 p.m1.30 p.m

Topic: Mitigating Risks and Safeguarding Your Retirement Fund Amidst Market Volatility (In-Person)

Speaker: Christopher Tan | CEO of Providend

1.30 p.m2.00 p.m

Q&A Session and Networking

2.00 p.m

End of session

 

Training Methodology
Lecturer Style


Closing Date for Registration
3 days before programme or until full enrolment

Intended For

All

Competency Mapping

Others = 1.00 Hours

Programme Facilitator(s)

User-added image
 
Christopher Tan
CEO, Providend Ltd
 
Christopher has more than two decades of experience in the wealth management and financial planning industry.

Professionally, Christopher is a Certified Financial Planner and a member of the Financial Planning Association of Singapore. He sat on the Management Committee of Securities Investors Association (Singapore) (SIAS) from 2009 to 2017 and was reappointed in September 2022. In 2014, Christopher was appointed by the Singapore Government to be part of the CPF Advisory Panel.

In June 2020, Christopher has also obtained the Advanced Certificate in Trust Services (ACTS) from Wealth Management Institute, Nanyang Technological University as well as the Certificate of International Trust Management from Society of Trust and Estate Practitioners (STEP).​ In September 2021, he has also completed the Certificate for Family Office Advisors – Foundation.

He is often featured in broadcast and print media for his expert opinion on financial matters and is an internationally sought-after speaker, counting the CFA Institute Annual Conference and MoneySENSE among his speaking engagements.
 

Upcoming Schedule

There are no seats available.

Date & Time

11 Oct 2023 (12:00 PM - 2:00 PM)

Fee (inclusive of GST)

For Members: $ 0.00
For Non-Members: $ 21.60

Programme Facilitator(s)

Christopher Tan (LT2304)

Venue

60 Cecil Street
ISCA House
Singapore 049709