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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/
