Workshops&SpeakingEngagements

If you would like Isaac to speak and share about personal finance matters, please do not hesitate to arrange an appointment for further discussion. Topics can range from investment market outlooks to various aspects of financial planning.

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This workshop is conducted in 1 day spanning 7hours. SkillsFuture Credits usage is available. There are 3 outcomes for each participant to takeaway:

  1. Gain Financial Planning Knowledge
  2. Learn Excel Programming
  3. Bring home a working template for repeated usage (DIY Financial Planning)

Please check http://www.onepa.sg for availability, costing, and scheduled timings. (Search Applied Financial Planning) Availability is dependent on Individual Community Club’s willingness to host the workshop at their premises.

FB EVENT COVERS-8

This workshop is also conducted in 1 day spanning 7hours. SkillsFuture Credits usage is available. There are 3 outcomes for each participant to takeaway:

  1. Gain Wealth Management Knowledge
  2. Learn More Excel Programming
  3. Bring home a tool for DIY wealth management assessment.

Once again, please check http://www.onepa.sg for availability, costing, and scheduled timings. At this point you would have realised that the workshops focus on applied knowledge coded into Excel spreadsheets and if you are the kind who likes to DIY (Do-It-Yourself) then these workshops are highly suitable because you get to bring home a tool.

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“I am an advocate for the financial literacy of the masses, with a soft heart for the budget constrained and am passionate in delivering design driven financial planning excellence to every individual be they rich or not. And where 2 or more wish to listen, there is an alignment of interest with my advocacy, and I will be more than willing to be invited for speaking engagements.” ~ Isaac himself.

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Financial Planning with Excel – What it takes. 

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