Webinar: Adulting 102 on Insurance – How Much Is Ever Enough?

17 November 2021
Webinar: Adulting 102 on Insurance - How much is ever enough?
Thank you for your support, the webinar has already ended. Do look out for our future webinars!

Confused by all the investment products out there? Let us help demystify it for you in simple and clear explanations!

About this event

Insurance planning can be perplexing and tenuous. Many of us are not sure what types of insurance are best to protect ourselves with. Others are unsure if they have too little/much coverage, meaning that they could either be insufficiently protected or spending excessively on insurance. Managing life’s risks by having sufficient protection is crucial as life tends to throw us a bad hand when we least expect it, derailing our future plans. At MoneyOwl, we believe in buying as much insurance as you need while paying as little as you can.

Join Shawn Lee CFP®, Lead of the Client Advisory team at MoneyOwl as he demystifies insurance and shares what insurance planning is all about to ensure that you are planning precisely and accurately.

Date: 17 November 2021 | Time: 7:00pm – 8:00pm

Topics covered

  • What types of insurance do you really need?
  • How much insurance coverage do you need?
  • What length of coverage do you need?
  • Term vs Whole Life Insurance
  • How to start planning?

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.dev.moneyowl.com.sg/events/


Webinar Recording

17 November 2021
7:00 pm

Share this

Essential tips to navigate major life stages

Investment Solutions for your goals

Insurance Solutions for your life stage

Breaking down life’s financial curiosities

First-of-its kind insurance plan rating & commentary

Breaking down life’s financial curiosities

First-of-its kind insurance plan rating & commentary

Comprehensive guidance and principles

Calculators

Understand your needs. Identify your coverage gaps

Discover what kind of investor are you and get portfolio recommendation
Estimate your eligible grants, loan amount, and maximum BTO price you can afford
Find your HDB Resale Grants and plan your finances with confidence

Others

Write your will online and leave a financial legacy for your loved ones

Take OwlPersonality Quiz to discover your money personality

Get guided to the right insurance with help from our referral partners

Latest financial tips and insights from MoneyOwl’s experts
Videos on financial planning, investments, and insurance needs

See MoneyOwl in the news with media highlights and press releases

Join our public talks and webinars to learn financial literacy from expert advisers
See MoneyOwl in the news with media highlights and press releases
Join our public talks and webinars to learn financial literacy from expert advisers
Discover our purpose, mission, and CEO’s message on financial security for every life stage
Our Board provides strategic guidance and uphold MoneyOwl’s mission
Get to know the team behind MoneyOwl, building better financial guidance for every life stage