|Time||12:30PM to 01:30PM|
|In Partnership with||National Library Board|
Personal finance involves managing your income, expenditure, insurance, savings and investments. Indeed, investing is one of the best ways to grow your money. But if you are new to investing, how should you start? This talk will help you understand the basic concepts and considerations when investing. Learn about investment strategies, how to manage your risks, and how you can assess your risk appetite.
This talk is suitable for those who want to learn basic investment concepts and to start their investment journey.
Trevor Tan is a Certified Financial Planner with more than 15 years of experience in the financial services sector. He has served more than 250 clients from all walks of life in an effective and objective manner by helping them identify and achieve their financial goals. He also served the needs of more than 10 organizations ranging from Multi-national Corporations to Small & Medium Enterprises over the years.
He enjoyed his role as Moderator for the Life Underwriters Training Council by engaging professionals through case studies to create an active learning environment. Through the planning and preparation of lessons and discussion topics, he actively encouraged participation in group discussions.
As the Executive Director of a community-service organization, he had the opportunity to work with the less-privileged and understand the struggles and challenges they face.
Trevor holds a BSc Business Administration (Finance & Marketing), a Diploma in Life Insurance and the CFP certification.Register now and join us on Zoom. Registration is free.