About this event
With the significant CPF changes in 2025, whether you are over or under 55, you may be wondering how do these changes affect your retirement planning and if you need to adjust your approach to financial planning.
Join us as MoneyOwl’s Financial Literacy Trainer, Albert Tan CFP®, AEPP®, Financial Literacy Trainer, and MoneyOwl’s CEO & Chief Investment Officer, Chuin Ting Weber CFP®, CFA, unpack key things that you should know about CPF moving forward, including:
1. A summary of CPF changes, and who is most affected?
How will it affect people who have hit Basic Retirement Sum (BRS), Enhanced Retirement Sum (ERS) and Full Retirement Sum (FRS) respectively?
2. How does it affect those above 55?
What does the increased ERS mean for you, how it will affect your CPF LIFE payouts and what it means for liquidity.
3. How does it affect those below 55?
Should you top up your CPF Special Account, what are the pros & cons of topping up, and what you need to know about CPF for future retirement planning.
4. Should you invest your CPF money?
5. Open Q&A
We’ll round the session up with an open Q&A, where you can get your questions about CPF and beyond answered by Chuin Ting, MoneyOwl’s CEO & CIO.
This session will provide a holistic view of the changes, actionable insights tailored to your age group, and guidance to help you make informed decisions for your retirement journey.
Date: 13 February 2025 (Thursday) | Time: 7:30pm – 9:00pm
About the Speakers
Chuin Ting Weber, Chief Executive Officer and Chief Investment Officer, CFP®, CFA, CAIA
Chuin Ting has over twenty years of professional experience spanning the public, social and financial sectors. Her previous roles include being Chief Investment and Asset Management Officer of the Singapore Labour Foundation, Macro Strategy and Fixed Income Analyst at Lion Global Investors, and Deputy Director of Defence Policy at the Singapore Ministry of Defence.
Chuin Ting holds Master of Arts and Bachelor of Arts (Honours) in Modern History degrees from Oxford University, a Bachelor of Arts degree in Chinese Language and Culture from the Beijing Language and Culture University, as well as the Certified Financial Planner (CFP®️), Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Albert Tan, Trainer & Specialist. Financial Literacy & Partnerships.
CFP®, AEPP®
Albert has over 5 years of experience in the financial services industry specialising in retirement planning.
He believes that every working adult should be empowered to make wise money decisions easily and confidently. And financial literacy is as important as a good education. Having served clients in various capacities from a personal banker to financial adviser representative, he understands that different people view money differently because of their personal and past experiences. He hopes to make financial planning digestible and actionable.
Albert is a Certified Financial Planner and holds a Bachelor of Commerce degree and a WSQ Advanced Certificate in Training and Assessment (ACTA).
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