Money Matters for Seniors

In this low-interest environment, how should seniors plan their finances?

This talk hopes to encourage seniors to be able to avoid some common pitfalls in the handling of their finances.
13 Mar 2021, 10am to 11:30am, Level 1, Santuary

Two members of PSPC, who are also market practitioners, will share some important concepts, principles as well as their perspectives at this talk organised by the SMF.

Date: 13 March 2021 (Saturday)
Time: 10:00am – 11:30am
Place: Sanctuary, PSPC

Attendance will be capped at 50, in adherence to safe management measures. Please register your attendance. Please contact Patrick Chan or Victor Lim if you need clarifications.


Speakers:

Justin Lee started his career as a full-time tied adviser with a local life insurer in 1981. He rose up the ranks to mentor his own team of advisers before transiting from the tied agency system to work with a local independent financial advisory firm committed to provide objective, clear and unbiased financial advice to persons and entities.

Justin works with mass affluent clients in the area of retirement, medical insurance, disability and estate planning and wealth accumulation. In his long career, he has helped with paid benefits in the millions from death, disability, maturity, hospital and surgical claims, and contributed to bringing peace of mind, financial security and dignity to scores of families and small and medium-sized enterprises. Justin is a grandfather of 3 and enjoys outdoor activities. He is active in the PSPC Chinese ministry, in the field of missions and is committed to mobilising the laity to missions both across the street and across the seas.

Wan Kum Tho (KT) works in a corporate venture capital firm and has more than 24 years of experience in the venture capital and private equity investment industry. He is currently on the board of 3 listed companies. KT holds a Bachelor of Business Administration (Hons) from the National University of Singapore and has completed the Berkeley Executive Program. He currently also teaches as an Adjunct Associate Professor at the NUS Business School. KT enjoys investing. KT has served in different finance positions including as treasurer in PSPC. He also serves on the Finance, Investment and Procurement sub-committee at St Luke's Eldercare.

Please register using https://www.eventbrite.sg/e/money-matters-for-seniors-tickets-141145555155


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Address

Prinsep Street
Presbyterian Church

77 Prinsep Street
Singapore 188649

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