Making Sense Workshop:

HOW TO BE A GOOD FINANCIAL
MUM AND DAD

27 JANUARY 2018

Our mission statement in GEN is “Impacting GENerations” for financial planning is not about one generation but generations after generations.  You can impact generations whether you have children or not but for those who have children, our environment can sometimes be quite a challenging place to negotiate parenthood.

For financial planners, there is a question often asked to us.  Does more money make better parents or will more money make parenting better? We don’t know but what we do know is as parents, we have to be wise with the use of money.

There is an old saying that goes something like “Whatever you are afraid of, you won’t do”. Perhaps, part of the solution to boosting fertility is helping people understand better the financial considerations as this is usually a show stopper.

Consider the following questions…

  • What are the costs involved in raising a child?
  • Can I afford one?
  • What schemes are available for me to use?
  • Should I consider pregnancy insurance?
  • What fundamental financial needs do a child have?
  • What should I do when it comes to financial matters as a parent?
  • What should I NOT do when it comes to financial matters as a parent?
  • Is Education really that costly?
  • How should I plan my estate matters?

We can go on and on but you get the point.  We can’t put this into an email so the next best thing is to build a workshop for all who intend to or already have children.

 

Workshop details:

Topic : Making Sense Workshop – How to be a Good Financial Mum and Dad

Date : 27 January 2018

Time : 2 pm to 3.30 pm

Address : 6 Shenton Way, OUE Downtown 2, Level 8, S (068809)

Cost : $8.00

(Existing GEN clients, please contact your GEN planner for complimentary tickets)

 

Agenda:

2pm to 2.20pm – Learning your Emotional Attitudes Towards Money

2.20pm to 2.30pm – Building Transferable Wealth

2.30pm to 3.15pm – How to be a Good Financial Mum and Dad

3.15pm to 3.30pm – Understanding Pregnancy Insurance

3.30pm onwards – Q&A

(Light refreshments will be served)

 

Speaker Profile:

Lee Meng, Executive Financial Services Consultant, is a certified Chartered Financial Practitioner with a primary focus of using the “Building Transferable Wealth” concept in solving the financial issues for her personal clients.

She also specializes in helping companies formulate a proper plan to integrate employee benefits into their culture. This is her 15th year with GEN Group, a group of financial advisors representing Professional Investment Advisory Services (PIAS).

Limited tickets available, reserve your seats by clicking HERE.
GEN clients please contact your GEN Planner for your complimentary tickets.