TGIT Fireside Chat: Planning Your Retirement
EVENT DESCRIPTION
Join us for an evening filled with valuable insights and practical discussions on Retirement Planning. Gain deeper understanding on crucial financial elements from our distinguished panellists and equip yourself with the knowledge needed for a secure and fulfilling retirement. Secure your spot now and embark on a journey towards a financially resilient retirement.
PROGRAMME HIGHLIGHTS:
- Dinner & Networking
- Interactive Fireside Chat
- Optimising Central Provident Fund (CPF)
- Long-term investments’ asset classes
- Diversifying Investment Portfolios
- Property Investments
- Wills & Lasting Power of Attorney (LPA)
- Group Activities
FEES: Member: Free | Non-Member: $15
PANELLISTS’ PROFILE
Ms Claudia Tan
Financial Services Director
Phillip Securities Pte Ltd
Claudia Tan is a Financial Services Director with over 18 years of experience in the financial advisory industry and has achieved numerous Million Dollar Round Table accreditations (MDRT & COT). She believes in universal access to holistic planning at every life stage. Armed with a Bachelor of Business Administration (BBA), Associate Estate Planning Practitioner (AEPP), and membership in the Society of Trust and Estate Practitioners (STEP), Claudia is dedicated to promoting financial literacy and assisting clients in their financial planning journey.
Mr Patrick Tan
Founder and CEO
Fortis Law Corporation
Patrick Tan, TEP is the Founder and Chief Executive Officer of Fortis Law Corporation. He is a private client lawyer specializing in advising and serving the personal legal needs of UHNW and HNW clients in Singapore and internationally. His areas of practice include trust and wealth management, legacy and succession planning, inheritance disagreements, premium real estate, and family law.
Patrick is an Advocate & Solicitor, Notary Public, Commissioner for Oaths, a Fellow of the Singapore Institute of Arbitrators, as well as a Senior Mediator and an accredited Associate Mediator with the Law Society of Singapore and the Singapore Mediation Centre respectively. Patrick is also a registered Trust and Estate Practitioner (TEP), which is the highest level of membership with STEP and a registered Foreign Legal Counsel of the People’s Republic of China.
Mr Desmond Lee
Wealth Management Advsior
IPPFA
Desmond, a seasoned financial adviser, strategically leveraged CPF for retirement at 55, views it as a cornerstone of every Singaporean’s plan. As a MAS licensed adviser with one of Singapore’s largest comprehensive financial planning companies, he raises CPF awareness through impactful sessions for government agencies and corporations. An active volunteer at the Institute of Financial Literacy, Desmond advocates for CPF enhancements, recognizing its intricate role in robust retirement strategies. As a panellist, he provides valuable insights into CPF’s pivotal role in shaping individual retirement plans in Singapore.
Ms Jenelle Ong
Financial Advisor
Finexis Advisory Pte Ltd
Jenelle Ong, an Executive Financial Consultant at Finexis Advisory and founder of JourneyBeyondFinance, a resource hub for financial and parenting tips, boasts over a decade of experience in family and SME financial planning. Recognized for her “white glove” service and described as a passionate advisor and trusted friend, Jenelle fosters lasting relationships. With accolades including the Million Dollar Round Table and Certified Financial Planner certification, she is dedicated to transforming financial concerns into confidence for her clients.
For enquiries, email us at events@ntualumni.org.sg or contact us at 80200299.
