Aging Well Financially & Growing Old with Dignity

Aging is a time of transition. Many people start taking steps to eat better, get regular exercise, and manage stress to extend their healthy years. But it goes beyond that: Healthy aging should include thinking ahead to the financial, medical, and family issues that you could face in old age. By hitting old age and earning the title senior citizen means facing not only a newfound freedom but also the other risk(s) that come with age. Wandering what’s the so-called other risk?

Learning Outcome

Participants will be able to:

1. Identify areas of concern for individual client with regards to their retirement and old age needs.
2. Articulate the various determinants to stay active during old age (the determinants of active aging) for retirement planning.
3. Illustrate the various aspects of old age living to retirement planning.
4. Evaluate the funding requirements to formulate a total solution for active aging.
5. Develop a systematic approach for total solution of old age planning.

Learning Outline

Facilitator

Profile of Mr. Alvin Kwan

Alvin Kwan is a CFP and an academic development specialist in Taylor’s University with expertise in the field of financial planning and investments. Previously, he was a lecturer in Sunway University, teaching accounting and finance undergraduates in areas of portfolio management, financial institutions and markets as well as derivatives. He acquired his Master of Financial Planning from Curtin University, Western Australia in 2009 specializing in Australian superannuation, risk management, investments and taxation. Apart from being in academics, he is also a senior investment consultant for Affin Hwang Asset Management. Prior to teaching, he has working experience in private banking and stock broking where he dealt with various forms of capital markets investment strategies for high net-worth individuals.

Terms & Conditions

• Registration is on a first-come-first-served basis, only 20 seats available.
• Participants need to sit in for both sessions in order to accumulate the points.
• Confirmation is subject to payment before the workshop.
• FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.

Frequently Asked Questions

1. How long will each digital programme take?

Each digital programme is the equivalent of a day’s CE Workshop training for approximately 8 hours. With the lunch break in between, the digital programme will usually take place for 6 hours.

2. Can I attend only half sessions of the training?

Yes, you may. However, you will not be granted full points from respective parties.

3. Which forms of payment can I use?

We accept payment by credit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).

4. How secure is shopping? Is my data protected?

Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card or bank details cannot be read by any third party. Credit card payments will also be verified through the 3D secure procedure.

5. Who should I contact if there is any transactional issue or problem purchasing any product / service?

Kindly drop a message below with the problem statement and we will get back to you as soon as possible.