Programme for Monthly Meeting of the SMS Stocks and
Shares Interest Group, July 2002
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SMS Tel: 6747-8396


Date:   Friday, 19 July 2002

Time:   1930 - 2130 hours

Venue:  Suntec City Info-Comm Hub
        unit #03-025

Location Map
How to get there

Fee:	FREE for SMS members ; $10 door fee for non-members



Topic:  Financial Management and Financial Planning - Preserving, Protecting and transferring of family wealth


Presenter:  Mr Chris Pan - MBA (Marketing) UK, and MBA (Financial Management) Aust, MCIM-CIM-UK, DipAM (MIAM)-UK.



Synopsis:
<< QUOTE >>
1. What are Financial Management and Financial Planning?
2. Why it is Important to YOU and Your Loved Ones.
3. What are the Option available for Capital Accumulation, Family Protection, Financial Independence and
disability Income Protection and Business and Keyman Insurance.
4. What type of Saving, Investment and Protection are available
5. How Unit Trust Works for you?

Additional Info.;
1. Importance of Financial Planning - Economic Life Cycle
2. Investment Portfolio Theory / Asset Allocation.
3. Risk Management & Understanding Time Value of Money /Annuities
4. Saving, Protection, Retirement, Income Protection/ Hospitalization Plan
and Dread Diseases Protection Plan for yourselves and family.
5. How to Overcome Three Most Importance Destructive Catastrophic Events In Our Life Cycle
6. Methodology in Financial Planning.
7. Financial Analysis of Your Existing Investment Portfolio
8. Q & A
<< UNQUOTE >>

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