Courses
Money Wisdom and Seniors
Start Date: 07 Aug 2025 | End Date: 21 Aug 2025
HomeTeamNS Bedok Reservoir, 900 Bedok North Road 479994. Room TS1, Level 3
| Course Details | |
| Course Number | SACE-CBO-M-028E-2025-08-01 |
| Course Start | 07/08/2025 |
| Course End | 21/08/2025 |
| Registration | Open |
| Duration | 12 hours over 3 sessions |
| Sessions | Thursday, 2.00 - 6.00 pm, 7/8, 14/8, 21/8 |
| Objective | Learn how to manage your cashflow and assets to support your values which include an enhanced lifestyle and improve relationship with your loved ones and those that matter to you.
Learn how to protect, maintain and enhance your assets. |
| Description | 1.Understand what your needs, basic and beyond basic, manage your cashflow / assets accordingly. Learn more savings tips. Where change is a constant, subject these to review regularly
2.Learn how to protect, maintain and inflation proof your assets – understand the complexities of insurance and CPF 3.Part 1: Learn how to protect, maintain and inflation proof your assets – learn the types of investments in the market, risk and reward of each, including properties. 3.Part 2: The power of money that matters in a relationship. Case studies. Legacy planning. Estate planning. ACP, AMD. A philosophical look at your life as a Balance Sheet. Trainers adopt a light hearted and easy to digest approach to these serious subjects. |
| Trainers | Elaine Tan
Elaine was previously the CFO of a listed company where she handled financial affairs of listed companies, overseeing financial health through organizing restructuring group of companies which included the process of litigation, mediation and arbitration. She is now a volunteer speech-craft coach for the prison inmates and a Director of SACE. Since 2019, she has been giving public talks on Money Wisdom at the libraries. She graduated with an FCCA and MBA. James Tan James is currently a certified financial planner and an estate planner with a financial advisory firm. With about 16 years of wealth management experience behind him, he helps his clients to improve the quality of their lives via good financial planning habits. He speaks regularly at corporate seminars on financial related topics and is also a trainer with Financial Perspectives (a market leader in providing courses to prepare for the CFP® Certification Education Program in Singapore.) |
| Medium of Instruction | English |
| Venue | HomeTeamNS Bedok Reservoir, 900 Bedok North Road 479994. Room TS1, Level 3
Bedok Reservoir Clubhouse | HomeTeamNS
|
| Application | Register online with details on Course Topic, Start Date,
Full Name (as in NRIC/FIN), Date of Birth, Gender, NRIC/FIN, Race, Citizenship, Address & Postal Code, Email and Contact Number. |
| Fees Payable | $43.20 pp NSA fee for Singaporean/PR age 50+, $216.00 pp for all others |
| Skills Future Credit (SFC) | Applicable |
| SACE Membership Subsidy (SMS) | Applicable for SACE members |
| Contact Person | Secretariat: Tel: 6266 0648 or Email: secretariat@sace.org.sg |
