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Bernard Lim

Legacy

Retirement

Bernard Lim

CEO

Wealth College

Qualifications

    • Bernard has about 30 years of experience in the financial services industry, he has extensive experience in training and coaching practitioners in counselling and financial planning all over the world.
    • He is an adjunct trainer of the Singapore Management University's Financial Training Institute and a certified transformational life coach.
    • He has also been interviewed on the Business Times, the Straits Times, CNA938 Live and Channel 5's CommonCents.

Topics

CPF Life and What it Means to You

Overview of retirement planning, concept of annuities, CPF Life and its implications.

How to create a future for generations to come

Discuss what is a legacy, what makes it enduring and what can be done now.

How to Avoid Major Pitfalls when Planning Your Estate

The topic includes estate planning demystified, pitfalls and how to avoid them and how to get started.

Hassle free event organizer. All our worries are taken care of!

From planning to execution, they handled every situation professionally. The team is very profession and reliable.

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Mabel T

Vice President - Local Bank

The environment you fostered was one of collaboration and genuine connection. I've formed two valuable partnerships with fellow attendees since the event.

Definitely looking forward to your next seminar!

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M. Smith

Attendee — Local Insurance Agency

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