About this event

Keeping your finances in check is essential for peace of mind and future security.

A year-end financial review helps you stay on track, avoid costly mistakes, and prepare for the year ahead.

Understanding policy changes like MediShield Life and CPF updates ensures you’re ready to adapt and take advantage of new opportunities.

By assessing your financial health, kickstarting retirement investing, and optimizing tax planning, you can enter 2025 with confidence and clarity.

Date: 13 December 2024 (Friday) | Time: 1 pm – 2 pm

After this session, you will be able to understand how to:

• Check how financially healthy (or unhealthy) you are
• Identify pitfalls that can affect your financial security
• Understand how key government policy changes (MediShield Life, Integrated Shield Plan, CPF) will impact your finances
• Start investing for your retirement
• Optimise your tax planning for the end of the year

About the Speaker

Felicia Yeo, Master Trainer, Financial Literacy, MoneyOwl

Felicia Yeo is a Master Trainer at MoneyOwl, an NTUC social enterprise whose mission is to provide comprehensive, competent and conflict-free advice to help Singaporeans make wise money decisions easily and confidently to live their best possible life. Felicia brings with her over 20 years of experience in the financial sector by helping people from all walks of life achieve their financial goals by empowering them with financial knowledge and skills.

Subscribe here for our soon-to-come and free OwlHoots on financial planning insights and analysis.