Wealth and Legacy Planning in Time of Crisis
SIDC CPE, FIMM CPD and HRDF Certified Financial Master Class-Wealth and Legacy Planning in Time of Crisis
Speaker Profile-Mr. Yong Chu Eu
Pre Test
Introduction, Crisis #1: Pandemic & Extreme Weather & Crisis #2: Global Good Crisis & Inflation
Key takeaways from the U.N. climate panel's report 2021
Crisis #3: Money Printing, Low Interest Regime & Global Debt
Crisis #4: The Clash of Titans - US & China and Crisis #5 Industry 4.0, FinTech & Cryptocurrency
Crisis #6 Globalization, Cyber-Security & Technology
Strategy #1 Lifelong Learning
Strategy #2 Focus on what make you different and Strategy #3 Market Positioning-> High Net worth/High End
Strategy #3 Market Positioning-> High Net worth/High End II
Strategy #4 Portfolio Diversification-Asset Allocation
Strategy #5 Portfolio Diversification-Asset Allocation (Personal) Strategy, #6 Investment Strategies-Stay invested in All Weather Strategy and #7 Modern Estate Planning Strategies
Copyright & Reference
Post Test
Evaluation & Handout