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You are here: Home / Blog / Soapbox June 2011: Tan Kin Lian and Financial Planning

May 21, 2011 By Tan Soon Youn 3 Comments

Soapbox June 2011: Tan Kin Lian and Financial Planning

Title of talk: Financial Planning – A Practical Approach

Speaker: Mr Tan Kin Lian, ex-CEO of NTUC Income

Outline

1. When to start, how to approach financial planning

2. How much to save, how to invest savings

3. How much to spend on a property for a home

4. How to manage investment risks through diversification and averaging

5. How to identify and buy suitable investments

6. Draw down savings during retirement

7. Different types of investment products

8. Investments products to avoid

9. Summary

Mr. Tan Kin Lian started his insurance career in 1966 in a local life
insurance company. He qualified as a Fellow of the Institute of Actuaries in 1975.

He joined NTUC Income in 1977 as the chief executive officer.  During a
period of 30 years, he built up the business, assets and sphere of influence.  From a base of $28 million, the total assets increased to over $17 billion as the time of his retirement on 1 March 2008.  NTUC Income is a leading life and general insurance co-operative in Singapore.

He has written several books on puzzles to train your mind. He is also
the author of “A Practical Guide on Financial Planning”. He is now the President of the Financial Services Consumer Association (FISCA), a non-profit organization formed in Singapore with the aim of educating the public on financial planning and related matters.

Date: 25 June 2011
Time: 3pm
Venue: NUSS Guildhouse Suntec City
Fee: Free for members, $10 for non-members

Registration is now closed.

Filed Under: Blog, Soapbox

Comments

  1. Soon Youn says

    June 3, 2011 at 3:21 pm

    Mr Tan is not being paid for the talk. However, we will donate a token sum to FISCA, the financial education society he represents.

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  2. [email protected] says

    June 2, 2011 at 6:41 am

    just wondering – how much is he charging??

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    • [email protected] says

      June 22, 2011 at 4:39 am

      Will you be attending? 🙂

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