A confident retirement starts with understanding where you stand today. This highly interactive workshop goes beyond theory, helping you apply every concept to your own financial situation. Through guided activities and practical tools, you'll build a personalised retirement plan that you can continue refining long after the workshop.
Use MoneyOwl's proprietary Retirement Income Builder to assess your retirement outlook and identify potential income gaps.
Complete guided exercises to apply key retirement planning concepts to your own financial situation.
Work through real-life case studies based on common retirement planning challenges faced by Singaporeans.
Participate in interactive discussions where you can learn from different retirement journeys and perspectives.
Receive MoneyOwl's Retirement e-book as a practical reference, allowing you to revisit key concepts, checklists, and planning strategies long after the workshop.
You will also learn how CPF LIFE forms the foundation of retirement income through lifelong payouts, and how your insurance needs evolve from protecting your income during your working years to protecting your health and retirement savings in later life.
What You Will Learn?
7 modules across 2 days, combining expert guidance, hands-on exercises, practical tools, and real-life case studies to help you build your own retirement plan.
Day 1
Assess Your Readiness
Understand how much you may need and the risks that could affect your retirement.
Secure Lifelong Income
Learn how CPF LIFE and your CPF savings can support lifelong retirement income.
Test Your Plan
Project your retirement income and identify potential gaps using the OwlRetirement Planner.
Diversify Your Income
Explore investments, home monetisation and other sources of retirement income.
Day 2
Manage Healthcare Costs
Balance healthcare and long-term care protection with affordability.
Plan Your Legacy
Use wills and nominations to distribute your assets according to your wishes.
Stay in Control
Protect your future wishes with an Lasting Power of Attorney and Advance Care Plan.
Who Is This Workshop For?
Pre-Retirees (50s–60s)
Approaching retirement and want to make the most of your CPF, assess if you have sufficient income for retirement, understand and review your insurance coverage, and ensure your estate is in order before you stop working.
Working Adults Planning Ahead (40s)
Not yet close to retirement but want to understand the landscape early. The decisions you make in your 40s on CPF, insurance, and savings have an outsized impact on your retirement outcome.
By the end of this workshop, you'll walk away with:
A personalised retirement income projection
An estimate of whether your retirement savings are likely to last
A clearer understanding of your CPF LIFE options
A practical action plan to strengthen your retirement
Greater confidence in your healthcare and estate planning decisions
Course Fees
$950
Per Person
Corporate groups — Write to us for group rates and invoicing
Your financial future starts with one decisions. Register your interest and we'll be in touch with workshop dates, venue details, and everything you need to know before the day.
Final session details will be shared prior to confirmation. No commitment is required at this stage.
