Events & Workshops
Learn. Connect.
Grow.
Join our workshops, webinars, and seminars on financial planning, employee benefits, retirement strategies, and wealth management. Most events are free.
Coming Up
Upcoming Events
Financial Planning 101: Building Your First Wealth Roadmap
A beginner-friendly workshop covering budgeting, insurance basics, CPF optimisation, and how to create a simple financial plan. Perfect for young professionals and new families.
SME Benefits Masterclass: Designing Packages That Retain Talent
For SME owners and HR leaders. Learn how to benchmark your employee benefits, reduce group insurance premiums, and implement financial wellness programmes that boost retention.
Retirement Ready: CPF, SRS & Private Investment Strategies
A deep dive into retirement planning in Singapore. Compare CPF LIFE projections with private investment strategies and learn how to close your retirement income gap.
Legacy & Trust Planning: Structuring Wealth for Generations
For HNW and UHNW individuals. Explore trust structures across Singapore, Hong Kong, and Bermuda. Includes estate planning, family constitutions, and philanthropy vehicles.
Archive
Past Events
Financial Literacy Workshop with LCCS
45 participants
New Parents Financial Planning Seminar
28 participants
Corporate Benefits Audit Workshop for SMEs
32 participants
Want to Host a Workshop?
We partner with companies, community organisations, and associations to deliver customised financial literacy workshops. Let's discuss how we can help your team.
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