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Personal Finance Webinars In September 2020 You Can Attend Even While Singapore Is In Phase Two

Another #NewNorm activity: Join a personal finance webinar.


This article was first published on 7 July 2020, and updated with the latest set of events.

While the economy is reopening gradually, many people are still working or running their errands from the comfort of their homes.

We have also seen numerous personal finance workshops and seminars going online this year. This has allowed people continue learning about personal finance despite the limitations on gatherings.

With that in mind, we have curated a list of upcoming free webinars for the month of September, covering various on personal finance, such as investments, retirement planning and savings.

In addition, those who would like to put their skills to the test can participate in an online tournament to win attractive prizes.

Remember to save the dates!

#1 1 September – Investing For Women: Take Charge Of Your Finances To Live The Life You Want (Endowus)

When: 1 September 2020, Tuesday
Time: 7pm to 8.30pm
Registration Link: Eventbrite

Despite equal access to quality education and investment opportunities in Singapore, 40% of Singaporean women have not started embarking on planning for their retirement, as compared to 29% of men.

This seminar, organised by Endowus, aims to address the importance for women to take control of their personal finances. It will feature Sin Ting So, Chief Client Officer of Endowus, and Anna Haotanto, Founder of The NewSavvy and COO of ABZD Capital, who will share their investment journeys with attendees.

In addition, the seminar will touch on topics related to investment for women, such as the gender differences in investing, strategic investment options that are important to woman, and why woman make better investment decisions.

 

#2 3 September – Regular Savings Portfolio With REITs And ETFs (SGX)

When: 3 September 2020, Thursday
Time: 12pm – 12.45pm
Registration Link: SGX Academy Website

Investment is essential to avoid the effects of erosion from inflation, but are you in a dilemma on how to start your investment journey, or unsure on how to pick REITs or ETFs for investment? This lunchtime webinar, organised by SGX Academy, will address the questions above.

The session will offer quick, bite-sized information on investments through regular savings portfolio with REITs and EFTs. It will also offer walkthrough on choosing the right REITs and ETFs to help investors manage their risks and secure their returns.

Veteran investor Jimmy Chai will be present at the session to share his insights on using the strategy to create a passive income stream, as well as tips on avoiding pitfalls in investing using REITs and ETFs.

Read Also: Complete Guide To Investing In The Straits Times Index (STI) ETFs

 

#3 10 September –  Core Satellite Investing With SG Budget Babe (Syfe)

When: 10 September 2020, Thursday
Time: 7pm – 8pm
Registration Link: Syfe Website

Have you heard about core-satellite investing?

To put it simply, core-satellite investing is a method of portfolio construction designed to minimise costs, tax liability and volatility while providing an opportunity to outperform the broad stock market as a whole.

An effective strategy suitable for investors across all ages, the core provides broad market exposure, while the satellites provide the potential of enhanced diversification, outperformance or both.

In this webinar, Singapore’s popular financial lifestyle blogger BudgetBabe will join Syfe to share with attendees on insights relating to this method of investing, and how it can be applied in one’s investment portfolio.

Read Also: Dawn Cher (a.k.a Budget Babe) Shares With Us The Most Important Financial Lessons She Learnt After Becoming A Mother

 

#4 10 September – SG Active Trading Tournament (InvestingNote & Societe Generale)

When: 10 – 30 September 2020 (Elimination Round)
Registration Link: InvestingNote Website (Registration opens until 30 September 2020)

Are you an experienced investor with a knack for investing? Or are you a budding investor wanting to put your skills to the test? Either way, you should take part in this online trading challenge.

Jointly organised by InvestingNote and Societe Generale, the SG Active Trading Tournament is an online tournament to get everyone to put their investment skills to the test while winning attractive prizes.

Contestants will pit their skills on trading of Daily Leverage Certificate via a simulation platform. Daily Leverage Certificate is an exchange-traded financial product that allows investors to achieve leverage exposure to key Asian benchmarks and single stocks.

The tournament will start off with the Elimination Round, which will commence on 10 September 2020. The top 10 traders who have made a minimum of 4 trades in the Elimination Round will then be selected to the Final round, which will be held in October 2020, based on the highest total portfolio returns.

Read Also: Trading And Stock Competitions: What Are They And Can They Really Help You Be A Better Investor

 

#5 10 & 22 September 2020 – Designing a Trading Portfolio For The Current Economic Environment (CGS-CIMB Securities)

When: 10 September 2020, Thursday & 22 September 2020, Tuesday
Time: 7pm to 8.00pm
Registration Link: Session 1 and Session 2 on Eventbrite

The current Sino-US trade tension, as well as the ongoing COVID-19 pandemic, has added risk and volatility in global stock markets.

However, these two events can also be an opportunity for investors to reap profits from markets, provided investors know how to design a trading portfolio that fits into the current economic and market environment.

In this webinar, stock and forex trading coach Clarence Chee will share his insights on designing a trading portfolio that can help investors optimise their returns from the current economic situation.

Read Also: Trading During COVID-19 Come With Both Greater Opportunity And Higher Risk. Here’s How Swim Trading’s Jay Tun Is Overcoming His Loss To Become A Better Trader #MyFirstLoss

 

#6 11 & 18 September – Your Journey Towards Financial Freedom (PhilipCapital)

When: 11 September 2020, Friday & 18 September 2020, Friday
Time: 4pm (Part 1) and 3.30pm (Part 2)
Registration Link: Part 1 and Part 2 on Zoom

Are you looking into alternatives to grow your wealth beyond your monthly paycheque, but unsure of the options available for you to invest or trade in? You can consider signing up for this two-part webinar organised by PhilipCapital to understand the options you can tap on to grow your wealth with a safety net.

The session will touch on pertinent topics, such as the importance of exploring alternatives in life and managing risks, how to adequately grow wealth using both lower risk and higher risk instruments, and the different options people can use to invest their wealth.

Read Also: Dividend Income Investing: How Much You Need To Invest In Order To Live The Lifestyle You Want

 

#7 19 September – REITs Symposium 2020 (REIT Association of Singapore)

When: 19 September 2020, Saturday
Time: 9.30am to 5.30pm
Registration Link: REIT Symposium Website

As we live in an unprecedented time where going online is now the default channel for work and communication, conferences are also adapting to the new normal by shifting physical events to the virtual space.

The annual REITs Symposium, jointly organised by ShareInvestor and REIT Association of Singapore, will go online for the first time this year. However, the full-day event will continue the objective of bringing like-minded investors together to engage with each other, while allowing attendees to learn more about REITs.

This year’s event will feature two concurrent live tracks of presentations from REIT firms, dedicated live chat rooms to communicate with REITs’ management, as well as panel discussions and fireside chats to allow investors understand and glean insight about REITs.

Speakers from the senior management of REIT firms and prominent key opinion leaders, including David Kuo of The Smart Investor and Alvin Chow of Dr Wealth, will be present at the event to speak on REIT investments.

Read Also: [2020 Edition] Complete Guide To Start Your REITs Investing Journey In Singapore

 

 


Past Events In 2020:

Wednesday, 8 July: Powering Up Your Finances As A Freelancer (Endowus)

When: 8 July 2020, 7pm
Registration Link: EventBrite

The gig economy is expect to grow in the next few years, with more people taking up projects as a side income, or wanting more flexibility and job satisfaction. However, the fast changing landscape of the gig economy also bring challenges in areas of financial management, such as cash flow and personal liability.

In this webinar organised by Endowus, Benjamin Loh, who started his own coaching firm after taking on freelance assignments, will share some of his struggles in managing money as a freelancer money, the lessons that he has learned from his freelancing days after leaving his corporate sales job, and some of the common challenges he has observed amongst his peers.

Freelancers who would like to gain insight into money management should sign up for this seminar.

Read Also: Guide To Financial Planning For Freelancers: Here’s How You Can Manage Your Money Like a Professional

Thursday, 9 July 2020: New To Investing (PhilipCapital)

When: 9 July 2020, 12.30pm to 1.30pm
Webinar Link: Zoom

Created for beginners in investing, PhilipCapital’s New To Investing webinar covers topics on the basics of investing, ways to fund investments, as well as the different choices in investments, such as stocks, bonds, mutual funds and other retirement planning options.

This session is aimed to help those who are new to investing to glean insight and acquire knowledge on investments, helping them to understand the different investment instruments available, and how to get started in investments.

Read Also: 3 Alternative Investments To Consider Besides Stocks & Bonds (And The Risks Of Investing In Them)

Thursday, 9 July: Harness The Power Of Sector Investing Through ETFs (Syfe)

When: 9 July 2020, 7pm
Registration Link: EventBrite

ETFs have been considered as the ideal wealth-building tool by many, as it offers instant diversification, low fees and high liquidity. Sector ETFs, in particular, can help investors to align their portfolio to certain economic trends or investment themes. This, in turn, helps investors to enhance their portfolio performance.

Syfe, together with State Street Global Advisors, the issuer of SPDR Straits Times Index ETF, will be organising a webinar to help investors gain deeper understanding of sector investing, and how it can help in adding value to investment strategies.

Read Also: Syfe REIT+: Why This Newest Robo-Advisory Product Is A Great Way To Get Started On Your REITs Portfolio

Thursday, 9 July: Financial Planning For Woman (StashAway)

When: 9 July 2020, 7pm
Registration Link: EventBrite

Having to juggle family commitments and climbing the corporate ladder, women may have to make important decisions in their lives, such as not asking for promotion and taking career breaks, which has direct impact on their finances. That is why financial management is especially important for them, so as to ensure a consistency on the quality of life with their loved ones, and ensuring that every financial decision is a true reflection of the values.

Organised by StashAway, Financial Planning for Women panel session is aimed to help ladies on how they can get comfortable with their money, and how they can take ownership of their financial future.

The panel session will feature prominent female speakers, including Ingrid Setiabudy, CFO of Sephora SEA, Nandini Joshi, COO of StashAway and Deborah Ho, Regional head of SE Asian business, BlackRock, where they will share how they take an active role in managing their personal finances, set and stay accountable towards their financial goals, and how they build a comfortable relationship with money that helps make their money work for them.

Read Also: StashAway Simple Cash Management Account Vs Regular Savings Accounts – What’s the Difference?

Monday, 13 July: What Type Of Insurance Do YOU Really Need? (MoneyOwl)

Date: 13 July 2020, 7pm
Registration Link: EventBrite

No doubt insurance is important; It provides financial protection when we need it the most, such as being struck with a major or critical illness, or when we suffer injuries from accidents. However, some people may find themselves at a crossroad when it comes to deciding between buying an insurance or needing to pay premiums beyond their budget.

In this seminar organised by MoneyOwl, Christopher Tan, Executive Director of MoneyOwl and CEO and Founder of Providend, will share with attendees on the insights pertaining to insurance.

The topics covered include:

  • How do I know if I need insurance?
  • Are you buying the wrong insurance?
  • How to buy as much as you need but pay as little as you can?
  • What is a commission rebate?

Read Also: 5 Things You Need To Know About The Newly-Launched Comprehensive Financial Planning Service By MoneyOwl, Which Combines Technology With Human Wisdom

Thursday, 16 July: Corporate Connect Seminar (SIAS)

When: 16 July 2020, 7pm
Registration Link:
SIAS Website

Thinking of investing in a listed company, but don’t know where to start? Then you should sign up for this seminar.

Organised by the Securities Investors Association (Singapore) and supported by Singapore Exchange, the Corporate Connect Seminar aims to connect retail investors with listed companies, helping investors to gain insight into the business and financials of these companies better and allowing investors to understand the company better.

The seminar will feature Mr David Kuo, the CEO of the former Motley Fool Singapore, who will share insights on how to manage investment portfolios, as well as speakers from Yoma Strategic Holdings who will speak about investment opportunities in Myanmar. The session will conclude with a Q&A session.

Read Also: 7 Things We Learnt About Bonds From The SIAS Fixed Income Conference

Saturday & Sunday, 18 & 19 July: Market Insights Virtual Summit (MarketWise)

When: 18 and 19 July 2020
Registration Link: HeySummit Page

Organised by MarketWise ASIA, this webinar focuses on investing in a post-COVID-19 environment, especially for those who would like to understand how to leverage on the global economic climate trying to recover from a halt caused by the pandemic, as well as a spate of riots, protests and civil unrest in several countries.

The webinar features a lineup of speakers from investment background, including Roger Montgomery of Montgomery Investment Management, Dawn Cher of Sgbudgetbabe.com and Jay Tun of Swim Trading.

The session will touch on the concept of a V-shape recovery, and how one can make sense of this market trend when the economy is still in the red.

Read Also: How Singapore Trader Collin Seow Turned A Debt Of Almost $250,000 Into A Lifelong Advantage

5 August 2020, Wednesday: Investing In Singaporean Companies (Home-Bias): What Is The Right Strategy (Endowus)

When: 5 August 2020, Wednesday
Time: 7pm to 8.30pm
Registration Link: Eventbrite

Organised by robo-advisory platform,  Endowus, this event also features DollarsAndSense Co-Founder, Dinesh Dayani. Do tune in on 5 August at 7pm to learn more about how home bias may affect our investment decisions.

Intuitively, many of us in Singapore may choose to invest in Singaporean companies when we start our investing journey. This may be for many reasons that can be mainly classified as home bias – a preference for domestic equities. While this may be fine to get started, learn about how investing globally is an important step to take as well as how to gain exposure to the global financial markets.

6 August 2020, Thursday: How To Plan For Your Retirement (StashAway)

When: 6 August 2020, Thursday
Time: 6.30pm to 8.00pm
Registration Link: Eventbrite

Another robo-advisory platform, StashAway, is organising a course on retirement planning. StashAway CEO and Co-Founder, Michele Ferrario, takes us through our retirement planning tools – CPF, SRS – and how we can start planning for retirement by investing.

The event promises to take attendees through understanding the most expensive thing in our lives – retirement – and get us to calculate how much money we will need for our retirement and where it can come from.

 

12 August 2020, Wednesday: Opportunities In A Yield-Starved Environment (Bondsupermart)

When: 12 August 2020, Wednesday
Time: 7pm
Registration Link: Zoom Link

Bondsupermart, a subsidiary of Singapore-listed iFast Corporation, is a leading content aggregation portal dedicated to the bond market. Since the heightened uncertainties at start of the year led to tightened corporate cashflows and increased the risk of corporate defaults, interest rates have tapered.

Bondsupermart brings together analysts from Singapore, Hong Kong and Malaysia to share their insights on recent developments in the bond market. They will also highlight the outlook for the fixed income market and discuss their favourite bond ideas in a yield-starved environment.

 

13 August 2020, Thursday: The Laggard Performance Of Singapore Stock Market For The Rest Of 2020 (CGS-CIMB)

When: 12 August 2020, Wednesday
Time: 7.00pm
Registration Link: Eventbrite

CGS-CIMB takes a broad view of Singapore’s lagging stock performance, especially against Malaysia’s stock market which has surged 41% since its March lows. In contrast, Singapore has only recovered less than 10% in the same time frame.

Stock trader Clarence Chee will share his thoughts on the possible reasons for the lagging performance of Singapore stocks, as well as look forward at potential upside for the rest of 2020.

 

13 August 2020, Thursday: An Inside Look Into The Singapore Office Sector With Keppel REIT & Nikko AM (Syfe)

When: 13 August 2020, Thursday
Time: 7pm to 8.00pm
Registration Link: Eventbrite

It looks like robo-advisory platforms are definitely going out of their way to engage us, as Syfe delivers an inside look into Singapore office sector. Syfe offers REIT+, a portfolio consisting entirely of REITs listed in Singapore.

With life gradually returning to pre-COVID-19 norms, employees are returning to the office and businesses may be deciding on their office space requirements. These are difficult questions for retail investors, and the event brings together a panel that is well-placed to answer these questions. Panelists include, Paul Tham, CEO of Keppel REIT Management Limited, Calvin Neo, ETF Business Development specialist at Nikko AM and Dhruv Arora, founder and CEO of Syfe delves into the topic.

 

17 August 2020, Money: Basics Of Creating A Secondary Income Stream (SGX)

When: 17 August 2020, Monday
Time: 7.30pm to 8.15pm
Registration Link: SGX Academy

SGX Academy hosts numerous webinars that we can attend each week, with many of them typically free of charge. In this webinar, Chua I-Min, a regular speaker at SGX events, take us through the importance of implementing a proper investment strategy.

He will cover both, long-term share investing and picking stocks through detailed analysis of the business, industry, financial statements, price and risk, while looking at broader economic landscape and our individual portfolio.

19-22 August 2020, FSM ETFestival 2020 (FSMOne)

When: 17 August 2020, Monday
Time: 7.30pm to 8.15pm
Registration Link: FSMOne Link

This 4-day online event brings together industry experts from FSMOne, a subsidiary of iFast Corporation, and ETF issuers. The aim is to empower investors to look globally for a sustainable portfolio, as well as discuss exciting ideas to grow your ETF portfolio.

We can register for each day separately, depending on our interest and knowledge level, to familiarise with ETFs (Day 1), explore interest ETF themes and trends (Day 2), zoom into ETF investment ideas (Day 3), and listen to experts discuss ideas and trends in the ETF universe and ask questions (Day 4).

Read Also: Mutual Funds Or ETFs: Which Asset Class Should You Choose?

25 August 2020, Building Your Passive Income Portfolio (PhillipCapital)

When: 25 August 2020, Tuesday
Time: 7.30pm
Registration Link: Zoom Link

PhillipCapital, which enables stock trading via its POEMS platform, brings us an interesting webinar discussing the building of a sustainable passive income portfolio. Many of us in Singapore dream of building an investment portfolio that is able to give us an income big enough to quit our day jobs. While this definitely isn’t easy and usually involves a large 5 or 6-figure sum, learning how to start such a portfolio may give us the added encourage  to start the journey.

Delivered by its dealer, Mike Ong, will take us through three main topics, including factors when selecting stocks, what to include in a passive income portfolio, and strategies for a sustainable passive income portfolio

27 August 2020, Money Matters (dollarDEX)

When: 27 August 2020, Thursday
Time: 8pm to 9.20pm
Registration Link: Zoom Link

dollarDEX enables investors to access a diverse base of unit trusts with exposure to wide variety of geographical regions, business industries and asset classes. This event moderated by DollarsAndSense’s Co-Founder, Dinesh Dayani.

This event brings together industry specialists from funds and Aviva’s own insurance expert to answers questions. That ordinary investors may have about an uncertain post-COVID-19 world.

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