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Financial Peace of Mind: The Role of Annuities in Retirement

DATE :
8, 20, 25 & 28 June 2024

TIME :
Various Timing

VENUE :
Online ZOOM Webinar

COST :
Complimentary
(Only in June as June is Annuity Awareness Month)

About:

One of the greatest transitional periods in a person’s life is during midlife – the challenging period between younger and older adulthood.

During this period, many people experience a range of situational transitions such as caregiving responsibilities for parents, marriage problems, giving birth, and adjusting to adolescent children. At the same time, they may be going through the biological transition of menopause, as well as other health problems, work problems, and financial stress.

While transitions involving relationships and health issues may not be as easily resolved, financial stress is one challenge that can be overcome by education and strong guidance. Often, many people hesitate to ask for help in this area as they feel there are so many things to consider and learn.

Hence, I have designed this program to help those who believe in planning for the future to kick-start their personal retirement planning with the goal of having an income for the future.

Retirement is all about income and success in retirement is about ensuring you will never run out of money – no matter how long you live. Annuities are designed to do exactly this – providing an income that is certain and predictable to remove longevity risk.

Having a monthly income is probably what will provide the most financial comfort but is often a neglected part of financial planning.

This webinar will cover the following topics:  

  • Understanding the 5 financial risks in Retirement
  • The Three Phases of Retirement  
  • What are the different types of Annuities?
  • Examples of Annuities in Retirement Planning 
  • Q &A  

Feedback From Our Past Attendees

“Presentation was straight to the point and information was clear.”
– Katrina Mah 

“Thank you, Lee Meng, for educating us on retirement planning so that we can fully love life without stressing about money. 🙂 I will share with my friends about what I have learnt and refer them to you if they are open!”
– Danielle Neo 

“Information shared during the session was clear and informative. Resources tailored for women’s financial planning are scarce and not easily available. Grateful for this convenient platform that supports women in their retirement financial journey.”
– Chu Fang

Choose The Webinar Date:

8 June Webinar Details:

Date: 8 June 2024, Saturday
Time: 10.15 am to 11 am
Venue: Zoom

This webinar is open to public and GEN clients.

20 June Webinar Details:

Date: 20 June 2024, Thursday
Time: 8.15 pm to 9 pm
Venue: Zoom

This webinar is open to public and GEN clients.

25 June Webinar Details:

Date: 25 June 2024, Tuesday
Time: 8.15 pm to 9 pm
Venue: Zoom

This webinar is open to public and GEN clients.

28 June Webinar Details:

Date: 28 June 2024, Friday
Time: 8.15 pm to 9 pm
Venue: Zoom

This webinar is open to public and GEN clients.

Register Here

Personal Note from Speaker:

Why am I doing this webinar?

Very often, the clients I’ve spoken to feel judged for not saving enough or carry a sense of guilt for not being forward-looking enough in their thinking and planning. This results in a significant hesitance to seek help for or start on their retirement planning journey. This is something that I can very much relate to, being in the same position myself before.

The month of June is Annuity Awareness Month. Hence, I am doing this webinar for individuals in their pre-retirement phase to start on their retirement planning journey by understanding the benefits of annuities. This helps them to know when and how to add annuities to create a complementary and well-rounded retirement plan

About Lee Meng

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.

Find out more about Lee Meng at http://www.gen.com.sg/leemeng

Media Interviews

CNA interview on the impact of a GST hike on individuals.  You can watch it here.

CNA interview on financial planning for caregivers.  You can watch it here.

CNA Interview on financial literacy through board games.

CNA interview on pregnancy insurance.

The Straits Times interview for investors on relooking their current portfolios

The Straits Times interview on the latest T-bill auction yield

The Straits Times interview on increasing mortgage rates

The Straits Times interview on T-bills and SSBs

The Straits Times interview on the results of OCBC Financial Wellness Index – a study on the financial health of working adults in Singapore

The Straits Times interview on what to consider before putting your money into foreign currency fixed deposits

The Straits Times interview on managing health insurance cost after retirement

Lianhe Zaobao interview on estate planning for women

The Sunday Times interview on why women need to learn to invest and manage finances

Business section of The Straits Times, interview on finding ways to cope with rising home mortgage payments

Lianhe Zaobao interview on financial advice to homemakers on financial protection

Lianhe Zaobao interview on insurance planning for people in their fifties

Lianhe Zaobao interview on financial planning for women

Lianhe Zaobao interview on 5-point personal finances checklist

Lianhe Zaobao interview on early critical illness protection planning. Click HERE to read the article.

Lianhe Zaobao interview on financial planning for middle-aged women

IMPORTANT NOTES FOR WEBINARS/SEMINARS/WORKSHOPS

GEN (GEN Financial Advisory) respect the privacy of all our clients and visitors and are committed to safeguarding the personal information you provided to us in accordance to the Singapore Data Protection Act.

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a) Full Name

b) Contact details, including telephone number/s and/ or email addresses

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Should you wish to withdraw your consent from receiving events information, please contact us at events@gen.com.sg. All personal data held by GEN will be kept confidential, will not use and disclose to third parties.

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