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Lost in your adulting journey? Join us as we run through what you should be looking out for.

About this event

Understanding and managing our personal finance can be very complex. As you strive to meet your goals, what are the most important areas to look out for when it comes to managing your finances? How can you plan “right”?

Join Shawn Lee CFP®, Lead of the Client Advisory team at MoneyOwl as he simplifies personal finance and shares “hacks” for you to take control of your money.

Here are some things that will be covered during the webinar:

  • Budgeting and managing your expenses
  • Getting started in planning your finances
  • Investing to get reliable and sufficient returns
  • Greatest risks to your financial plan



About the Speaker

Shawn Lee has years of experience in the areas of Financial Advisory and Financial Education. He has helped hundreds of clients plan effectively towards their financial goals and has promoted financial literacy to thousands of people. As the Lead of MoneyOwl’s Client Advisory Department, Shawn currently leads the Comprehensive Financial Planning team at MoneyOwl and helps clients make wise money decisions so that they can lead more fulfilling lives.

Previously, Shawn was managing the Brand Management department of Providend, developing, and executing Branding and Marketing strategies for Singapore’s First Fee-only Wealth Advisory Firm. Prior to Providend, Shawn was Hub Manager of Citi-NIE Financial Literacy Hub for Teachers, which oversees a nationwide teacher development education programme aimed at equipping teachers in schools with financial literacy skills.

Shawn is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association of Singapore (FPAS). He has a Bachelor of Science (Honours) Degree in Accounting and Finance from the University of London.

 

If you’ve missed our previous webinar, check them out here:

https://www.moneyowl.com.sg/events/

We seek your patience as we update our product database for whole life, endowment and retirement income plans to reflect the latest illustrated rates of return. Enquire with us for more information on the latest premiums and projected returns.

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