EWC 2023: Financial Planning Basics: From Graduation to Retirement

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  • Опубліковано 21 жов 2024
  • Find out why financial planning is important and how it begins with setting goals that differ through the various seasons of your life.
    Learn how a new graduate should be budgeting and setting aside funds for investments. Get tips as a novice investor to start with confidence.
    Find out too how the financial plans change as you set up a family of your own and work your way towards fruitful retirement, wealth management services and the change that traditional financial advisors need to undertake.
    Moderator:
    Sin Ting So, Chief Client Officer, Endowus
    Panelists:
    Chow Jia Hui, Content Creator
    Joy Lim, Managing Director, Market Team Head, UBS Global Wealth Management
    Christopher Tan, Co-founder & CEO, Providend
    Yeap Ming Feng, Head of Seedly, Seedly
    Sign up for an Endowus account to get $50 off: endowus.com/r?...
    *T&Cs apply. Endowus Fee Credits given are valid till 31 Dec 2023.

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