InsureXpo by CIMB Bank | Growing Your Wealth At Every Stage

By CIMB Bank

Growing Your Wealth At Every Stage

InsureXpo

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Growing Your Wealth

At Every Stage

Your life stage and financial freedom are not dependent on your age.

Whichever stage you are in, the goal of InsureXpo is to share the knowledge you’d need to strive towards financial independence!

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What Happened On 2 March 2024

In this inaugural event, our programme will delve into various topics and sharing sessions on how to grow your wealth across the various stages.

You will hear from industry-leading experts on:
• Ways to achieve financial freedom
• Building wealth for the future
• Being insured for critical illnesses
• Plan Early, Retire Early
• Mapping out family legacy planning

Event Gallery

Agenda

Day 1

2 March 2024

9:30 am

Registration & Light Refreshments

10:30 am

Opening Speech by CIMB Singapore

Mr. Victor Lee

Mr. Victor Lee
CEO, CIMB Singapore

10:40 am

Fireside Chat: CIMB Bank and The Weeblings

Mr. Raymond Tan The Weeblings

11:05 am

Start Up Your Financial Foundations

Ms. Renita Chua

• Value of compounding interest
• Growing your savings for the future

Ms. Renita Chua
Head, Bancassurance Partnerships & Sales, Group Distribution, Singlife

11:35 am

Mini Lucky Draw

11:45 am

Building Wealth for the Future

Mr. Chan Mun Hoe

• Creating a financial plan for more than one person
• Financial security for unforeseen events
• Emergency funds and financial commitment for young families

Mr. Chan Mun Hoe
Head of Alternative Distribution, Bancassurance, Manulife Singapore

12:05 pm

Lunch Break

1:30 pm

Answering Tough Questions About Financial Freedom - by The Woke Salaryman

Mr. He Ruiming

1:50 pm

Bridging the Gap: How “under-insured” may threaten your financial security

Ms. Natalie Lau

• Facts on Breast cancer and other forms of cancer
• Myths & Facts on Breast cancer
• Cancer Survivor Sharing on cost of cancer treatment and the importance of being insured

Ms. Natalie Lau
Head of Advocacy & Communications, Breast Cancer Foundation

This session is brought to you by Income Insurance.

2:20 pm

PLAN Early to Secure Your Dignified Elderhood

Ms. Regina Tan

• Elderhood planning - How to optimize legacy, retirement & eldercare decisions to ensure a spectacular Elderhood?

Ms. Regina Tan
CEO, Immortalize

This session is brought to you by Tokio Marine Life Insurance Singapore.

2:50 pm

Mini Lucky Draw

3:00 pm

Afternoon Tea Break

3:30 pm

Relook into Family Legacy Planning

Mr. Ho Weijin

• Three pillars of family legacy planning
• Difference of Wills and without Wills

Mr. Ho Weijin
Associate, Sim Mong Teck & Partners

This session is brought to you by AIA Singapore.

3:50 pm

Panel Discussion

• Growing Wealth through Generations : Past Versus Present
• Retiring early is reserved for the rich : fact or fiction?
• Navigating my portfolio around inflation

4:20 pm