We will be right with you.
Minister of State for Community, Culture and Youth, and Trade and Industry, Board member of the Monetary Authority of Singapore
CEO, CIMB Singapore
Director, Policy, CPF Board
Founders, The Woke Salaryman
Founder, Credit Savvy
Head of Bancassurance Partnerships & HNW Sales, Group Distribution, Singlife
Founder, 1M65 Movement
Founder, SG Budget Babe
CEO, Way Fengshui Group
Senior Associate, Sim Mong Teck & Partners
Head of Wealth Management and Preferred Banking, CIMB Singapore
Host and DJ, Mediacorp Radio 987
Managing Director, Emre Legal LLC
Operations Officer, Scam Public Education Office, Singapore Police Force
Senior Executive, Mindline Singapore, MOH Office for Healthcare Transformation
Chief Investment Officer, CIMB Group
Trainer, Singapore Red Cross Academy, Centre for Psychosocial Support
| Time | Topic |
Speakers / Panellists |
|---|---|---|
| 09:30 - 10:30 |
Registration | |
| 10:30 - 10:35 |
Opening remarks | Mr. Victor Lee, CEO, CIMB Singapore |
| 10:35 - 10:40 | Keynote address by Guest-of-Honour | Mr. Alvin Tan, Minister of State for the Ministry of Culture, Community and Youth, and the Ministry of Trade & Industry |
| 10:40 - 10:55 | Fireside chat with Minister of State, Mr. Alvin Tan | Mr. Alvin Tan, Minister of State for the Ministry of Culture, Community and Youth, and the Ministry of Trade & Industry
Moderated by:
Mr. Victor Lee, CEO, CIMB Singapore |
| 10:55 - 11:10 | Financial Readiness in Singapore: How Prepared Are You For The Future?
Gain valuable insights from CIMB and Nanyang Technological University's research on retirement preparedness in Singapore. Which groups face the most financial anxiety, and what drives individuals to take charge of their retirement planning? Explore the key findings and their impact on your financial future.
|
Mr. Raymond Tan, Head of Wealth Management and Preferred Banking, CIMB Singapore |
| 11:10 - 11:40 | Presentation by Singlife | |
| 11:40 - 12:00 | Shaping the Future of Insurance
In an era marked by rising living costs and an aging population, the insurance industry stands at a crossroads. As claims and healthcare expenses surge, so do insurance premiums — posing challenges for individuals and insurers alike.
This session explores the shifting landscape of insurance and how the industry is navigating these uncharted waters. What do the next 10-20 years hold for the industry? How are insurers innovating to balance between their costs and ensuring comprehensive coverage? |
Panellists:
Ms. Helen Shen, Group Head of Product, Singlife
Mr. Kelvin Kua, Chief Partnership Distribution Officer, AIA Singapore
Mr. Joseph Lim, Head of Life Products and Pricing, FWD Singapore
Moderator:
Mr. Victor Lee, CEO, CIMB Singapore |
| 12:00 - 12:20 | Achieving Financial Freedom
For many in Singapore, purchasing a property isn’t just about owning a home, it also represents an investment towards financial independence and early retirement.
In this session, we explore how real estate can be part of an investor's portfolio, helping individuals to build passive income, hedge against inflation, and grow long-term wealth. |
Mr. Eric Chiew, Founder, Credit Savvy |
| 12:20 - 12:50 | Steering Through Changes: How Government Insurance Policies Stay Relevant
In an ever-changing world, government insurance policies must adapt to meet Singaporeans' needs.
In this session, we will discuss how policies have been adjusted to keep pace with rising costs and shifting demographics, as well as opportunities for individuals to better support their aspiration for financial freedom.
|
Panellists:
Mr. Daniel Teo, Director, Policy, CPF Board
Moderator:
Ms. Sonia Chew, Host |
| 12:50 - 12:55 | Lucky draw | |
| 12:55 - 13:55 | Lunch break | |
| 13:55 - 14:35 | Why You Cannot F.I.R.E. Without Insurance
The biggest risks to your personal finances are often those that you least expect to happen. But if you do not protect yourself against them, everything you've amassed in your journey towards financial freedom could come to an end overnight. Learn from SG Budget Babe as she shares about the types of insurance to get if you wish to prevent your F.I.R.E. plans from being wrecked. |
Ms. Dawn Cher, Founder, SG Budget Babe |
| 14:35 - 14:55 | Becoming CPF Millionaires – Will You Embark On This Journey?
Every great financial journey begins with a single step, and for many Singaporeans, CPF is the vessel that carries them toward financial independence. More than just a retirement safety net, your CPF can be the wind in your sails, propelling you towards a million-dollar milestone. This was the path charted by 1M65 Founder, Mr. Loo Cheng Chuan, who together with his wife, crossed S$1 million in CPF savings in 2018.
Learn from his personal experiences and valuable lessons on investing, and how to work towards financial security while maintaining a simple, purposeful lifestyle. |
Mr. Loo Cheng Chuan, Founder, 1M65 Movement |
| 14:55 - 15:15 | Setting Up A Holistic Estate Plan with LPA, ACP & AMD
Life’s journey is full of unexpected twists, but with careful planning, you can steer your future with confidence. Just as every great voyager prepares for the unknown, setting up a holistic estate plan ensures that your financial and healthcare decisions remain in trusted hands, no matter what lies ahead.
This session will guide you through three essential tools to safeguard your future:
Lasting Power of Attorney (LPA) – Entrusting a reliable person to manage your affairs, if you are unable to do so. Advance Care Planning (ACP) – Defining your healthcare preferences so that your loved ones can honour your wishes. Advance Medical Directive (AMD) – Ensuring your medical choices are respected, even when you are unable to voice them. |
Ms. Low Seow Ling, Managing Director, Emre Legal LLC |
| 15:15 - 15:35 | Presentation by FWD Singapore | |
| 15:35 - 15:50 | Break | |
| 15:50 - 16:30 | What Being On F.I.R.E. Is Really Like
How can one live life realistically after achieving F.I.R.E.? Find out how to manage your expectation vs reality when it comes to spending, financial security, income, work, happiness and more.
|
Mr. He Ruiming and Mr. Goh Wei Choon, Founders, The Woke Salaryman |
| 16:30 - 17:00 | I Am On F.I.R.E.
The journey to Financial Independence and Retire Early (F.I.R.E.) isn’t just about saving aggressively. To achieve success, we need to use the financial tools that are available to us to build security and freedom. Insurance, often only seen as a protection tool, can be a powerful asset in this journey, by helping individuals to grow their wealth, safeguard against risks and accelerate their journey towards financial independence.
|
CIMB Singapore Singlife AIA Singapore Income Insurance FWD Singapore
Moderator:
Ms. Sonia Chew, Host |
| 17:00 - 17:30 | Earth, Wind, Water, F.I.R.E.
Whether you’re investing, saving, or planning for a F.I.R.E. future, align your strategies with the cosmic energies to achieve balance and success. Discover how the harmony of Feng Shui and your Zodiac can lead you to financial stability and growth in 2025. |
Master Mark Tan, CEO, Way Fengshui Group |
| 17:30 - 17:40 | Grand lucky draw | |
| 17:40 | End of programme | |
| Time | Breakout room | Topic | Speakers |
|---|---|---|---|
| 11:30 - 11:55 | 1 and 2 | Presentation by CIMB Commercial Banking | |
| 12:00 - 12:30 | 1 and 2 |
Protecting Yourself from Scams
Find out how scams are perpetuated, the demographics of scam victims for different scam typologies and key protective measures individuals can take to protect themselves. |
SUPT Wilson Teh, Operations Officer, Public Education Programme
Scam Public Education Office, Operations Department, Singapore Police Force |
| 12:55 - 13:20 | 1 and 2 | Future-proof Your Mental Well-being: Small Habits, Big Impact
Join us for an enlightening talk by mindline.sg, where we delve into the essentials of mental well-being and explore the valuable resources available on mindline.sg.
This session will offer you practical tips to significantly enhance your mental health for everyday life. We will also share inspiring stories from Let’s Talk, a digital mental health forum, so that individuals can gain insights into real-life experiences, and we can also foster a supportive community. |
Ms. Hong Xinyi, Senior Executive, Mindline.sg
MOH Office for Healthcare Transformation |
| 13:25 - 13:50 | 1 and 2 | Presentation by Singlife | |
| 14:45 - 15:35 | 1 and 2 | Ask me anything with SG Budget Babe
SG Budget Babe, otherwise known as Dawn, is Singapore's top female key opinion leader in personal finance.
Dawn writes on personal finance issues that strike home for many Singaporeans, including how to save more money, earn extra income, CPF, insurance and investing in the stock market to achieve financial freedom. |
Ms. Dawn Cher, Founder, SG Budget Babe |
| 15:35 - 16:00 | 1 | Relook Into Family Legacy Planning
Family Legacy Planning (FLP) encompasses legal tools such as Wills, the Lasting Power of Attorney (LPA), and the Advance Medical Directive (AMD). In this talk, we share real-life case studies and delve deep into each tool to explain how they can help you in planning for the future of your loved ones and yourself. Holistically, these tools are able to provide a complete solution to your estate planning, asset protection, and personal needs, giving one peace of mind in knowing that your loved ones are well taken care of and not left to chance. |
Mr. Ho Weijin, Senior Associate, Sim Mong Teck & Partners |
| 15:35 - 16:00 |
2 | Q&A with Mr. Loo Cheng Chuan
Learn from his personal experiences and valuable lessons on investing, and how to work towards financial security while maintaining a simple, purposeful lifestyle. |
Mr. Loo Cheng Chuan, Founder, 1M65 Movement |
| 16:15 - 16:40 | 1 | Mental Wellness Talk by the Singapore Red Cross Academy: Psychological First Aid (PFA) And Its Role In Emotional Support
The Singapore Red Cross Academy will present an insightful talk on PFA, highlighting its importance in supporting individuals experiencing emotional distress. The session will discuss the impact of unaddressed emotional distress on individuals, families, and communities, and emphasise the need for creating mentally healthy workplace environments that incorporate PFA principles. |
Mr. Wong Lit Shoon, Trainer, Singapore Red Cross Academy, Centre for Psychosocial Support |
| 16:15 - 16:40 | 2 | Presentation by CIMB Singapore | |
| 16:50 - 17:15 | 1 and 2 | Presentation by Singlife | |
| Time | Topic | Speakers / Panellists |
|---|---|---|
| 18:00 - 19:00 | Registration and networking | |
| 19:00 - 19:05 | Opening speech | CIMB Singapore |
| 19:05 | Dinner starts | |
| 19:30 - 20:00 | Market Outlook 2025 by CIMB's Chief Investment Office: Navigating Opportunities In A Changing Economic Landscape
As we step into 2025, the global financial environment presents both challenges and significant opportunities. CIMB’s Chief Investment Officer will provide an in-depth market outlook, sharing expert insights on key economic trends, market forecasts, and strategies to navigate a year of evolving risks and rewards. This session will cover everything from global economic shifts to specific growth drivers, investment opportunities, and the outlook for traditional asset classes.
Following this, a dynamic panel session will delve deeper into the evolving landscape of personal finance and wealth management, as well as the core pillars of financial independence: - Expert insights on investment strategies, - Wealth creation through property investment, and - Actionable legacy planning techniques to safeguard assets and ensure financial security for future generations. |
Speaker:
Mr. Patrick Chang, Chief Investment Officer, CIMB Group
Panellists:
Mr. Patrick Chang, Chief Investment Officer, CIMB Group
Mr. Eric Chiew, Founder, Credit Savvy
Mr. Varun Mittal, Head of Distribution Innovation, Singlife
Moderator:
Mr. Jason Kuan, Director of Investment Research and Advisory at Chief Investment Office, CIMB Singapore |
| 20:00 - 20:30 | Building Wealth Through Property Investment: From Side Hustle To Wealth Builder
This session will delve into how property investment can transition from a side hustle to being a part of an investor's wealth-building strategy. You’ll learn the fundamentals of getting started, from selecting the right opportunities to growing your portfolio. The talk will also explore strategies for managing risk, navigating market trends, and using real estate as a source of passive income, especially for retirement. With practical insights and actionable advice, this session will equip you with the tools to make property a key driver of your financial security and long-term wealth. |
Mr. Eric Chiew, Founder, Credit Savvy |
| 20:30 - 21:00 | Securing Your Financial Future Through Legacy Planning: Protecting Assets And Providing For Future Generations
Join us as we explore the critical role of legacy planning in securing your financial future. Legacy planning is about more than just creating a will; it’s about protecting your wealth, ensuring it’s efficiently transferred to your heirs, and minimising risks like taxes and family disputes.
You’ll learn actionable strategies for protecting your assets, using trusts and other tools to transfer wealth effectively, and planning for potential healthcare costs. In addition, explore ways to prevent family conflicts and ensure that your wealth is passed down in line with your wishes. |
Singlife |
| 21:15 | End of event | |
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