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Co-founder of Division Athletics, lululemon VivoCity Ambassador
Chief Distribution & Marketing Officer, FWD Singapore
Executive Director, Life Insurance Association
Dental Director, Tooth Stories
Founder, SG Budget Babe
Team Lead, Equities, CIMB Chief Investment Office
Head, Centre for Psychosocial Resilience and Humanitarian Studies, Singapore Red Cross Academy
CFP®, AEPP®, Master Financial Literacy Trainer, MoneyOwl
Founder, Beansprout
Group Head of Products, Singlife
Co-founders, The Woke Salaryman
Senior Associate, Sim Mong Teck & Partners
Psychologist, Scam Public Education Office Operations Department, Singapore Police Force
Founder, 1M65 Movement
CEO, Way Fengshui Group
Director, Retirement Savings Department, CPF Board
Head of Cancer Prevention & Control, Singapore Cancer Society
Head of Wealth Management and Deposits, CIMB Singapore
Deputy Dean, Nanyang Business School
Co-founder, DollarsAndSense
Founder, Happiness Scientists
| Time | Topic |
Speakers & Panellists |
|---|---|---|
| 09:30 - 10:30 |
Registration | |
| 10:30 - 10:35 |
Opening Speech by CIMB Singapore | CIMB Singapore |
| 10:35 - 11:00 | Are Singaporeans Ready for Retirement? What The Latest Research Reveals
How prepared are we for retirement and why do many still feel financially uncertain? Based on new research by CIMB and Nanyang Technological University, this keynote shares key findings on retirement readiness in Singapore - who feels the most anxiety, and what motivates people to take action. |
Prof. Sharon Ng, Nanyang Technological University Mr. Raymond Tan, Head of Wealth Management and Deposits, CIMB Singapore |
| 11:00 - 11:30 | Are You Really Covered? What Most People Only Discover During a Crisis
Many people assume they’re protected until an unexpected event reveals gaps they never knew existed. This practical keynote uncovers common blind spots in insurance coverage, from overlooked exclusions to overlapping plans and missed essentials.
In clear, everyday language, you’ll learn how to spot potential gaps early and ensure your protection truly works when you need it most. A timely reality check for anyone who wants peace of mind without unnecessary complexity. |
Ms. Helen Shen, Group Head of Products, Singlife |
| 11:30 - 12:00 | 10M65: The CPF 'Kungfu' to Strengthen Your Financial Future
A practical keynote that explores how everyday money habits, from budgeting and cash flow to consistency and discipline, quietly shape long-term financial outcomes and form the foundation for protection, investing and retirement planning.
|
Mr. Loo Cheng Chuan, Founder, 1M65 Movement |
| 12:00 - 12:15 | Lucky draw | |
| 12:15 - 13:20 | Break | |
| 13:20 - 13:40 | Navigating Today’s Markets: Staying Focused in Uncertain Times
Markets move, headlines change and uncertainty can start to feel like the new normal. What should long-term investors actually do during some periods?
In this session, CIMB’s CIO breaks down what’s driving today’s markets, the key risks and opportunities to watch, and how to separate real signals from noise. Learn how to stay disciplined through volatility, with a clear framework for keeping your portfolio aligned to your long-term goals, even when the short term feels shaky. |
Ms. Diana Teo, Team Lead, Equities, CIMB Chief Investment Office |
| 13:40 - 14:10 | Gen Zs, Are We Cooked?
This talk by Ruiming and Wei Choon (co-founders of TWS) will explore the circumstances that make Gen Z life more challenging than some other generations might assume, such as entering the workforce during a time of economic uncertainty and rapid AI disruption, and having to navigate rising living costs and a workplace that's still dominated by older generations.
At the same time, the talk will highlight that young people still have more agency than they think, with the power to develop strong financial habits and long-term plans for the life they want to build. |
Mr. He Ruiming and Mr. Goh Wei Choon, Co-founders, The Woke Salaryman |
| 14:10 - 14:25 | Undertraining vs Overtraining: How Much Insurance Is Enough?
When it comes to insurance, more isn’t always better, but too little can leave you exposed. So how do you know what’s right for your stage of life and budget? This practical keynote breaks down how to strike the right balance between adequate protection and affordability. Learn how to avoid costly gaps, prevent overpaying for unnecessary coverage, and build a protection plan that truly fits your needs as life evolves. |
Mr. Chan Wai Kit, Executive Director, Life Insurance Association |
| 14:25 - 14:45 | Training For Life Stages: How To Future-Ready Your Protection
A panel discussion that explores how protection needs evolve across different life stages, from providing basic protection in early career years to supporting family security, wealth continuity, healthcare needs, and retirement planning, showing how its purpose evolves alongside changing responsibilities, risks and long-term goals. |
Panellists:
Mr. Chan Wai Kit, Executive Director, Life Insurance Association Mr. Gerald Wong, Founder, Beansprout Ms. Helen Shen, Group Head of Products, Singlife
Moderator:
Mr. Timothy Ho, Co-founder, DollarsAndSense |
| 14:45 - 15:00 | Break | |
| 15:00 - 15:30 | You're Funding Three Futures. Here's How to Not Lose Yours
You're paying for your parents' care, your kids' tomorrow, and somehow supposed to be saving for your own retirement, all at the same time. Sounds familiar? This keynote is for the sandwiched generation: the ones quietly absorbing financial pressure from both sides while putting themselves last. Learn how to cut through the overwhelm with the money habits that actually work - practical, realistic strategies to manage cash flow, control caregiving costs, build your safety net, and still invest in the future you deserve. You can hold it all together. This session shows you how. |
Ms. Dawn Cher, Founder, SG Budget Babe |
| 15:30 - 16:00 | Planning for the Long Game: Retirement Readiness with CPF
A keynote that helps you understand what true retirement readiness looks like beyond a single number, covering income sustainability, healthcare needs, lifestyle expectations, and the importance of planning early and reviewing regularly. |
Ms. Ong Woei Jiin, Director, Retirement Savings Department, CPF Board |
| 16:00 - 16:20 | Planning Ahead with Confidence: A Practical Guide to Estate & Healthcare Decisions
We cannot predict life’s uncertainties, but we can prepare for them. This practical session explains how putting key plans in place today can protect your loved ones from stress, confusion and difficult decisions in the future with three important tools - Lasting Power of Attorney (LPA), Advance Care Planning (ACP), and Advance Medical Directive (AMD). |
Mr. Ho Weijin, Senior Associate, Sim Mong Teck & Partners |
| 16:20 - 16:30 | Break | |
| 16:30 - 16:50 | Health Shocks and Money Matters: Are You Prepared? A serious illness can impact not just your health, but your finances and family. This panel with Singapore Cancer Society and MoneyOwl explores how individuals can better prepare for healthcare costs, caregiving needs and financial decisions when life takes an unexpected turn. |
Panellists:
Dr. Priyanka Rajendram, Head of Cancer Prevention & Control, Singapore Cancer Society Ms. Felicia Yeo, CFP®, AEPP®, Master Financial Literacy Trainer, MoneyOwl
Moderator:
Ms. Deanna Lim, DollarsAndSense |
| 16:50 - 17:10 | Insurance for Every Journey: Building Protection That Fits Modern Lives
Life today doesn’t follow a single script. Some build careers through freelance work, some care for ageing parents, some live independently, and others manage blended or multi-generational families. This keynote is a practical look at protection designed for real lives, not just traditional templates. |
Mr. Alvin Soh, Chief Distribution & Marketing Officer, FWD Singapore |
| 17:10 - 17:40 | A Look Ahead: Feng Shui Insights for a Balanced and Prosperous Year
As we plan for the future, timing, balance and readiness matter. This session offers practical insights into how the coming year’s energy may influence career, wealth and well-being, and how you can prepare ahead with greater awareness. |
Master Mark Tan, CEO, Way Fengshui Group |
| 17:40 - 17:50 | Grand lucky draw | |
| Time | Breakout room | Topic | Speakers |
|---|---|---|---|
| 11:00 - 11:30 | 1 | A Small Reset for Busy Days
In the rush of work and daily responsibilities, it’s easy to move from one task to the next without a moment to pause. This short, guided session offers a gentle opportunity to slow down, reflect, and reconnect with what supports your wellbeing. |
Ms. Yeo Sha-En, Founder, Happiness Scientists |
| 11:00 - 11:30 | 2 | Medical Costs & Care Exchange: What can you really afford?
Step into an interactive “care exchange” where you navigate real-life health scenarios through games and decision challenges. Test how far your resources can stretch, uncover hidden trade-offs, and better understand the true cost of care. |
Singlife |
| 12:00 - 12:30 | 1 and 2 |
Protecting Yourself from Scams
Find out how scams are perpetuated, the demographics of scam victims for different scam typologies and key protective measures you can take to protect yourself. |
Mr. Joel Ong, Psychologist, Scam Public Education Office Operations Department, Singapore Police Force
|
| 12:40 - 13:10 | 1 and 2 | Fireside Chat With Mr. Gerald Wong
A conversation with Gerald Wong, founder of Beansprout, as he cuts through the noise to explain what’s really driving markets today. Expect clear, practical takeaways on investing essentials and simple strategies you can apply immediately, whether you’re making your first investment or fine-tuning your existing portfolio. |
Mr. Gerald Wong, Founder, Beansprout |
| 13:20 - 13:50 | 1 and 2 | Unfiltered Conversation With Mr. Loo Cheng Chuan
Learn from his personal experiences and biggest life lessons on investing — and how to work towards financial security while maintaining a simple, purposeful lifestyle. He’ll also share how 1M65 first started, and how the platform grew from a simple math equation, into a nationwide movement for everyday Singaporeans.
|
Mr. Loo Cheng Chuan, Founder, 1M65 Movement |
| 14:00 - 14:30 | 1 | Integrated Shield Plan Changes Explained: What It Means for You
This session cuts through the noise to explain what the latest Integrated Shield Plan changes really mean for you. You’ll get clear, practical insights on how your healthcare coverage and costs may be affected. Walk away empowered to make smarter decisions about your medical protection moving forward. |
Ms. Felicia Yeo, CFP®, AEPP®, Master Financial Literacy Trainer, MoneyOwl |
| 14:00 - 14:30 | 2 | The Mouth-Body Connection
Oral health is a vital component of overall health. Poor oral hygiene allows bacteria to enter the bloodstream, which then travels around the body causing inflammation and increasing the risk of heart disease, stroke, diabetes complications and respiratory infections. Good oral hygiene, including daily brushing and flossing and regular visits to the dental clinic, is crucial for preventing infections, managing chronic diseases and promoting general well-being. |
Dr. Daniel Goh, Dental Director, ToothStories |
| 14:40 - 15:10 | 1 and 2 | Q&A with The Woke Salaryman
A candid, fast-paced Q&A with The Woke Salaryman, packed with practical money wisdom and relatable stories. Expect down-to-earth advice on navigating modern financial challenges, from managing everyday spending pressures to building better habits and making smarter long-term decisions. |
Mr. He Ruiming and Mr. Goh Wei Choon, Co-founders, The Woke Salaryman |
| 15:20 - 15:50 |
1 | Understanding Dementia: Signs, Stages & Support
Every 3 seconds, someone in the world develops dementia. |
Mr. Thomas & Ms. Michelle Ong, Self-Advocates and Alumni of Voices for Hope
|
| 15:20 - 15:50 | 2 | Market Uncertainty: Are You Asking the Right Questions?
In today’s shifting market conditions, knowing what to ask matters as much as knowing what to do. This session will guide you through the key questions to consider, helping you cut through noise, assess risks, and make more confident financial decisions. |
Singlife |
| 16:00 - 16:30 | 1 and 2 | Conversation With SG Budget Babe
Learn from Budget Babe on how she manages her own family's portfolio - spanning 3 generations - while investing for her retirement all at once. How did she grow from $20,000 in 2014 to having $1 million in her stocks portfolio in such a short time? How does she juggle her career, motherhood and teach her kids about money all at the same time?
In this intimate breakout session, you'll get to ask all your burning questions that you could never ask her online before. Come prepared for a no-nonsense, straightforward Q&A session as she shares practical, down‑to‑earth insights on personal finance, savvy saving strategies, and smart money habits, designed to help you take control of your finances with confidence. |
Ms. Dawn Cher, Founder, SG Budget Babe |
| 16:40 - 17:10 | 1 | Caring beyond the physical: Psychological First Aid (PFA) for Seniors & Caregivers
Caring for seniors goes beyond meeting physical needs, it also means knowing how to respond to moments of fear, confusion and emotional distress. This session introduces simple and practical techniques in PFA to help caregivers recognise signs of distress and respond with confidence.
|
Ms. Durga Naidu, Head, Centre for Psychosocial Resilience and Humanitarian Studies, Singapore Red Cross Academy |
| 16:40 - 17:10 | 2 | A Candid Conversation With Mr. Loo Cheng Chuan, 1M65
Hear directly from Mr. Loo Cheng Chuan as he shares the experiences and principles that shaped his personal finance journey. From how 1M65 began to the broader conversations it sparked across Singapore, this session explores practical perspectives on planning ahead, living purposefully, and building greater financial resilience. |
Mr. Loo Cheng Chuan, Founder, 1M65 Movement |
| 17:20 - 18:00 | 1 and 2 | Every Goal Starts With ‘Yet’.
Challenge your fitness goals and explore mindful performance in a workout led by lululemon VivoCity ambassador, Alicia Teng. In this session, discover the 'yet' mindset through powerful movements that recognise the gap between "can" and "can't," and seeing it as a worthy challenge.
|
Ms. Alicia Teng, Co-founder of Division Athletics, lululemon VivoCity Ambassador |
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