About this Event
Join us for an insightful online webinar with MoneyOwl’s Master Financial Literacy Trainer, Felicia Yeo, CFP™ on Friday 13 December 2024, 1pm as she takes you through a financial health check, highlights common financial pitfalls, and shares practical tips to prepare financially for the new year.
After this session, you will be able to understand how to:
Assess your Financial Health:
- Check how financially healthy (or unhealthy) you are
- Identify pitfalls that can affect your financial security
Plan your Finances for 2025:
- Understand how key government policy changes (MediShield Life, Integrated Shield Plan, CPF) will impact your finances
- How to start investing for your retirement
- How to optimise your tax planning for the end of the year
Don’t miss out on this opportunity to spring clean your finances and set yourself up for success in 2024. Register now and take the first step towards a better financial future!
Date: 13 December 2024 (Friday) | Time: 1:00 pm – 2:00 pm
About the Speaker
Felicia Yeo CFP®, AEPP®
Master Trainer & Senior Specialist, Financial Literacy & Partnerships
Felicia has more than 25 years of experience in the financial industry with a strong passion in training and education.
She believes financial literacy is an important life skill that everyone must acquire regardless of age. Financial knowledge is the cornerstone to making wise and informed money decisions. She hopes her experience and expertise in financial planning can help everyone achieve financial wellness at every life stage.
She is a Certified Financial Planner and Associate Estate Planner and holds a WSQ Advanced Certificate in Training and Assessment (ACTA).
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