In 2025 alone, we have conducted a total of

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Learn. Understand. Plan with Confidence.

This educational session provides general financial planning insights to help individuals better understand key areas such as wealth management, retirement and legacy planning. This session aims to provide a clearer overview of how components like CPF and investments may fit into your long-term financial planning and supports you in making more informed decisions.

The session is led by Mr Alan Tang, a veteran in the financial services industry with over 30 years of experience. Having delivered thousands of talks and workshops, Alan has helped individuals and organisations build stronger financial foundations through practical, real-world insights. He is widely respected for his ability to simplify complex financial concepts and make them easy to understand and apply.

During the session, you will gain a clearer understanding of how CPF changes, investment strategies, and retirement planning come together to support your long-term goals. More importantly, you will learn how to align your financial decisions to protect your lifestyle, grow your wealth, and ensure your legacy is properly structured for the future.

By the end of the session, you will walk away with Greater Clarity, Confidence, and Direction in your financial planning journey. This is not just another financial talk — it is an opportunity to learn from an experienced professional and take meaningful steps toward securing your financial future.

Learn. Understand. Plan with Confidence.

This educational session provides general financial planning insights to help individuals better understand key areas such as wealth management, retirement and legacy planning. This session aims to provide a clearer overview of how components like CPF and investments may fit into your long-term financial planning and supports you in making more informed decisions.


The session is led by Mr Alan Tang, a veteran in the financial services industry with over 30 years of experience. Having delivered thousands of talks and workshops, Alan has helped individuals and organisations build stronger financial foundations through practical, real-world insights. He is widely respected for his ability to simplify complex financial concepts and make them easy to understand and apply.


During the session, you will gain a clearer understanding of how CPF changes, investment strategies, and retirement planning come together to support your long-term goals. More importantly, you will learn how to align your financial decisions to protect your lifestyle, grow your wealth, and ensure your legacy is properly structured for the future.


By the end of the session, you will walk away with Greater Clarity, Confidence, and Direction in your financial planning journey. This is not just another financial talk — it is an opportunity to learn from an experienced professional and take meaningful steps toward securing your financial future.

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UPCOMING SEMINAR / WEBINAR

To register any of the seminar or webinar below, please contact the respective consultant that had linked you to this webpage.

VIDEO GALLERY

CPF Changes & you

As CPF continues to evolve, staying ahead is essential. Learn how to optimize your CPF as a cornerstone of your retirement plan in this upcoming session tailored for those who want to retire with confidence.

legacy planning 101

A clearly written will is another form of reassurance for your loved ones. It shows that you care for them and it also enables you to pass on your last instructions to them. Writing a will is an important and yet often neglected part of financial planning. And in the seminar, you will learn the importance and functionality of legacy and estate planning.

Investment Seminar

In today’s fast-changing market landscape, knowing how to invest wisely is more important than ever. Whether you’re new to investing or looking to refine your approach, our monthly sessions are crafted to equip you with practical insights to navigate today’s market confidently.

Trusting Your Legacy Seminar

Multi-generation wealth succession involves strategically securing, managing, and transferring assets to future generations through tools like trusts, rather than relying solely on wills. Effective legacy planning protects against legal claims, ensures business continuity, and manages wealth for younger, inexperienced, or vulnerable beneficiaries. Early planning, clear communication of values, and professional guidance are critical to overcoming the “shirtsleeves to shirtsleeves” curse and fostering family harmony.

PHOTO GALLERY

Weekend Morning Seminar (in 2025)
CPF Changes and You @ 261 Waterloo Street #02-08
Weekend Morning Seminar (in 2022)
Retirement Planning 101 @ NUSS Guild House
Weekend Morning Seminar (in 2022)
Legacy Planning 101 (Mandarin Session) @ NUSS GUILD HOUSE
Fine Dining Seminar
Fine Dinning Seminar @ NUSS Guild House
Webinar
Retirement Planning 101 Webinar
Webinar
Legacy Planning 101 (Mandarin session)
Seminar (Pre-Covid)
Corporate Lunch Time Seminar
Seminar (Pre-Covid)
Legacy Planning Seminar @ OUE Downtown 2
Seminar (Pre-Covid)
In-house Seminar @ OUE Downtown 2

OUR SPEAKER

SENIOR FINANCIAL SERVICES DIRECTOR | FINANCIAL PLANNING EXPERT | SPEAKER & CERTIFIED COACH

ALAN TANG

B.Soc.Sc (Hons.Econs)
Chartered Life Underwriter®
CERTIFIED FINANCIAL PLANNERTM
Chartered Financial Consultant®

Alan Tang is a veteran in the financial services industry with more than three decades of hands-on experience. He has become one of  Singapore's most respected voices in financial planning, wealth management , and personal financial empowerment.

A dynamic and engaging speaker, Alan has delivered thousands of talks and workshops focused on helping individuals and organisations build stronger financial foundations. His sessions blend practical strategies with real-world insights, making complex financial concepts simple, relatable, and actionable.

Alan has conducted seminars and workshops on financial literacy, long-term planning, and financial resilience for numerous government bodies, ministries, statutory boards, MNCs, and many other organisations.

As a certified coach and mentor, Alan has guided countless financial advisors in mastering advisory skills, deepening client relationships, and elevating their professional performance. His ability to inspire confidence and clarity has made him a trusted mentor in the industry. With a proven track record and passion for financial education, Alan continues to help established professionals, pre-retirees, SME owners, and many others take control of their finances, optimise their family wealth, and build multi-generational wealth transfer strategies.

SCHEDULE OF EVENTS

To register for any of the event below, please contact the consultant that send you the web link.

你不理财,财不理你

[WEEKEND MORNING MANDARIN SEMINAR]

04 APR (SAT) | 18 APR 2026 (SAT)

9.30AM - 11.30AM

遗产规划

[WEEKEND AFTERNOON MANDARIN SEMINAR]

04 APR (SAT) | 18 APR 2026 (SAT)
01.00PM - 03.00PM

CPF CHANGES AND YOU

[WEEKEND MORNING WEBINAR]

05 APR (SUN) | 19 APR 2026 (SUN)
09.30AM - 11.30AM

LEGACY PLANNING 101

[WEEKDAY EVENING WEBINAR]

06 APR (MON) | 27 APR 2026 (MON)
07.30pm - 09.30pm

LPA AND LONG TERM CARE

[WEEKDAY LUNCH WEBINAR]

08 APR 2026 (WED)
12.00pm - 1.00pm

F.I.R.E

[WEEKDAY LUNCH WEBINAR]

22 APR 2026 (WED)
12.00pm - 1.00pm

CPF CHANGES AND YOU

[WEEKDAY EVENING WEBINAR]

13 APR (MON) | 20 APR 2026 (MON)
07.30PM - 09.30PM

LEGACY PLANNING 101

[WEEKEND MORNING WEBINAR]

25 APR (SAT) | 26 APR 2026 (SUN)
09.30AM - 11.30AM