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Beyond 2.5%: Investing Your CPF OA Using Unit Trusts (Live Webinar by Darren Chew)

🔗 Register here:
https://bit.ly/Investing_Your_CPFOA_Using_Unit_Trusts

Date: 9 Feb (Mon)
Time: 8:00–10:00 PM

CPF Ordinary Account (OA) balances earn a base interest of 2.5%. Depending on an individual’s time horizon and financial goals, some investors may consider investing their CPF OA to seek potentially higher long-term returns, with appropriate risk management.

In this webinar, Darren will walk participants through how CPF OA can be invested using Unit Trusts under the CPF Investment Scheme, with a strong focus on portfolio construction rather than short-term market timing.

The session will cover:
1) How CPF OA investing works and what types of Unit Trusts are eligible
2) Key principles of building a risk-managed CPF OA Unit Trust portfolio
3) The role of different asset classes and fund types within a portfolio

A sample CPF OA Unit Trust portfolio, including allocation rationale and risk considerations

This webinar is designed for investors who want a clear, disciplined and long-term approach to CPF OA investing using Unit Trusts, whether they are just starting out or reviewing an existing CPF investment strategy.

Monthly Income Made Simple: Designing a Unit Trust Dividend Portfolio
Registration Link: https://bit.ly/Desigining_A_Unit_Trust_Dividend_Portfolio

Date: 14 January 2026 (Wed)
Time: 8pm to 10pm

Are you tired of relying solely on bank interest or dealing with irregular investment payouts?

In this live webinar, Darren will walk you through how to design a diversified Unit Trust dividend portfolio that aims to generate consistent monthly income, while still managing risk and supporting long-term growth.

During the session, Darren will:
1) Share a sample Unit Trust dividend portfolio
2) Explain the role and rationale behind each portfolio component
3) Discuss what to look for when selecting dividend-paying funds

Whether you are planning for retirement income, looking to supplement monthly cash flow, or simply want your money to work harder, this webinar will help you build a clearer and more disciplined income strategy.

Unlocking the Potential of Unit Trusts with POEMS (LIVE Webinar by Darren)

Registration Link:
https://bit.ly/POEMS_Unit_Trusts

Date: 29 Oct 2025 (Wednesday)
Time: 8pm to 9:30pm

Join us for an insightful webinar on how to effectively invest in Unit Trusts using the POEMS platform.

This session will guide you through the basics of Unit Trusts, highlight the benefits of investing in them, and provide a step-by-step tutorial on navigating the POEMS platform.

Whether you're a beginner or looking to enhance your investment strategies, this webinar is designed to equip you with the knowledge and tools to make informed investment decisions.

Don't miss this opportunity to learn from Darren and start your journey towards financial growth!

Monthly Ask Me Anything: Navigating Unit Trusts and ETFs (Live Webinar)

Registration Link:
https://bit.ly/AMA_Navigating_Unit_Trusts_and_ETFs

Date: 15 Sep 2025 (Monday)
Time: 8pm to 9:30pm

Unit trusts (UT) and Exchange Traded Funds (ETFs) are but some of the many investment options available to retail investors. They have traditionally been compared against each other, with pros and cons to each of them. However, given that there is a lot of information available, what truly matters when it comes to deciding if you should invest in UTs, ETFs, or both?

Join us for this AMA as we explore UTs and ETFs and their relevance to one's portfolio. What factors should you look our for? How should you select and construct a portfolio of such collective investment schemes (CIS) for yourself? How do you monitor and rebalance an investment portfolio with such CIS instruments? We will also share our take on the current market condition in view of the upcoming recent interest rate cut by the Feds and take your questions about UTs.

The panel have a combined 3 decades of experience in financial advisory and comprises of Darren Chew, Senior Financial Services Director, Elijah Lee, Senior Financial Services Manager and Loo Choon Wea, Wealth Manager

✅ Unit Trust and ETF fundamentals

✅ Market update

AMA - Shield Plans Under Pressure: What It Means for You?
Registration Link:
https://bit.ly/AMA_Shield_Plans_Under_Pressure_What_It...
Date: 16 Jul 2025 (Wednesday)
Time: 8pm to 9:30pm
Almost everyone has an integrated shield plan these days. Yet, the recent suspension of issuing of certificates for admission to Mount Elizabeth hospitals by Great Eastern has put the spotlight on integrated shield plans again.Compared to 10 years ago, integrated shield plans have changed a lot, with shifts in scope of coverage, in the process for claims, and even in the amount of coverage that they may provide.
Are integrated shield plans still important? Should you keep your private hospital shield plan, or downgrade to restructured hospital? How can you ensure that your integrated shield plan remains sustainable given that many factors remain out of your control? Are there any strategies that you can do to ensure that you retain the best coverage for peace of mind?
Join us for this AMA as we take a look at the current state of integrated shield plans, their changes and future direction, and what people need to do to ensure that they can feel safe and confident about having the right coverage. We will also host the ever popular market outlook as investors brace for what's next, with the 90 days tariff pause having being recently extended. As a bonus, we will also cover a shift in the insurance landscape with the upcoming CI definition change in Oct 2025 that is leading to changes in one of the best CI plans that has been available but won't be around for long!
The panel have a combined 3 decades of experience in financial advisory and comprises of Darren Chew, Senior Financial Services Director, Elijah Lee, Senior Financial Services Manager and Loo Choon Wea, Wealth Manager
✅ Market Outlook
✅ Integrated Shield Plans
✅ Ask Me Anything

Does Lower Cost Lead to Better Returns? Exploring Amundi Index Funds (Live Webinar by Darren Chew)

Registration Link:
https://bit.ly/Does_Lower_Cost_Lead_to_Better_Returns

Date: 24 Jun 2025 (Tuesday)
Time: 8pm to 10pm

Low-cost investing has gained popularity in recent years—but does paying less always mean earning more? In this webinar, we move beyond the fee debate to focus on what truly matters: building a resilient, well-structured portfolio.

Join Darren as he explores whether Amundi Index Funds can be used as core components in a diversified investment strategy. He’ll walk you through how to construct portfolios across asset classes and regions—balancing cost, risk, and return potential. Rather than assuming low cost guarantees better performance, this session highlights how index funds can play different roles depending on the investor’s objectives and market context.

Whether you're starting from scratch or looking to refine your current approach, this session will offer practical insights into how unit trusts—including Amundi’s range—can serve as effective tools for long-term portfolio success.

Welcome! You are invited to join a meeting: Does Lower Cost Lead to Better Returns? Exploring Amundi Index Funds (Live Webinar by Darren Chew). After registering, you will receive a confirmation email about joining the meeting. Low-cost investing has gained popularity in recent years—but does paying less always mean earning more? In this webinar, we move beyond the fee debate to focus on what truly matters: building a resilient, well-structured portfolio. Join Darren as he explores whether Amundi Index Funds can be used ...

Monthly AMA Series: Navigating S-REITs in Today’s Market (Live Webinar)

Registration Link:
https://bit.ly/AMA_Navigating_SREITs

Date: 20 Jun 2025 (Friday)
Time: 8pm to 9:30pm

With slow down in the pace of interest rate cuts, the environment for REITs remains challenging compared to the 2010s. A fundamental shift in work culture after the pandemic, with the introduction of work from home, has also put pressure on commercial REITs. Closer to home, with the rise of e-commerce, retails REITs have also been forced to innovate to keep pace. Are REITs still the same attractive investments as before, or will new normal force a re-think of this popular asset class?

Join us for this AMA as we take a look at the current state of S-REITs, whether there remains a window of opportunity, and if so, what investors need to look out for. Are REITs poised for recovery, or will there be an extended slump for the foreseeable future? We will also host the ever popular market outlook as volatility continues to wreck uncertainty on the markets, with the full impact of US tariffs yet to be felt.

The panel have a combined 3 decades of experience in financial advisory and comprises of Darren Chew, Senior Financial Services Director, Elijah Lee, Senior Financial Services Manager and Loo Choon Wea, Wealth Manager

✅ Market Outlook
✅ Navigating S-REITs
✅ Ask Me Anything

Ask Me Anything: Building an Income Portfolio for Stability and Growth (Live Webinar) (Monthly AMA Series)

Registration Link
https://bit.ly/AMA_Building_an_Income_Portfolio

Date: 20 May 2025 (Tuesday)
Time: 8pm to 9:30pm

Although the 90 day pause in the US - China tariff situation is much welcome, investors still face a perilous time ahead, with the very unpredictability of the Trump administration a constant threat to everyone's livelihood. In such uncertain times, it is often said that cash is king, but that couldn't be further from the truth, instead, it is cashflow that is truly king. So how should investors allocate their resources to create a well diversified, yet steady and potentially growing portfolio of income generating assets?

Join us for the AMA as we explore various asset classes and how they can come together to form a portfolio that can yield a steady stream of payouts to supplement your cashflow in these uncertain times. Such a portfolio can provide some financial relief to anyone, regardless of the payout amount. At the same time, the market outlook this month will cover the current situation in the US which many investors are rightfully worried about.

The panel have a combined 3 decades of experience in financial advisory and comprises of Darren Chew, Senior Financial Services Director, Elijah Lee, Senior Financial Services Manager and Loo Choon Wea, Wealth Manager

✅ Market Outlook

✅ Creating an income generating portfolio

✅ Ask Me Anything

Options Trading with POEMS: Learn to Buy & Sell Calls and Puts (Live Webinar by Darren Chew)
( Live Trading Demonstration if market condition is favourable)

Registration Link
https://bit.ly/Options_Trading_with_POEMS

Date: 28 April 2025 (Monday)
Time: 8pm to 10pm

Interested in options trading but not sure where to start?

In this 2-hour webinar, Darren will guide you step-by-step on how to trade options using the POEMS platform. This beginner-friendly session focuses on the two core building blocks of options trading — buying and selling calls and puts — using real platform examples.

You’ll learn:
What options are and how they work
How to use POEMS to buy and sell call and put options
How to read an options chain and track your positions
How options can be used for income generation
Live Trading Demonstration if market condition is favourable

Whether you’re completely new or just need help navigating the platform, this session will help you start trading options with clarity and confidence — no margin, no complex strategies required.

Welcome! You are invited to join a meeting: Options Trading with POEMS: Learn to Buy & Sell Calls and Puts (Live Webinar by Darren Chew). After registering, you will receive a confirmation email about joining the meeting. Interested in options trading but not sure where to start? In this 2-hour webinar, *Darren* will guide you step-by-step on how to trade options using the POEMS platform. This beginner-friendly session focuses on the two core building blocks of options trading — buying and selling calls and puts .....

AMA: Insights and Update on Hong Kong and China Market (Live Webinar) (Monthly AMA Series)

Registration Link:
https://bit.ly/AMA_HK_China_Markets

Date: 14 Apr 2025 (Monday)
Time: 8pm to 9:30pm

The recent escalation of tariffs from the US have led to chaotic and turbulent times, with various markets across the world dropping by double digit percentages. With tensions rising and China imposing retaliatory tariffs on the US, the uncertainty looks set to drag on with no end in sight. Investors are certainly spooked with many wondering if this something that will drag on for months or even years, or resolve itself sooner than expected.

Join us for this AMA as we take a look at the always popular market outlook, Trump's policies and their impact, as well as the response and reaction of the China and Hong Kong market. Maneuvering carefully through these uncertain times is definitely not easy and our panelists will offer some insights as to how investors of varying time horizons and risk appetites can navigate these uncertain time.

Ask Me Anything: Should I be concerned about Critical Illness definitions changing? (Live Webinar)
(Monthly AMA Series)

Registration Link:
https://bit.ly/AMA_Critical_Illness_definitions_changing

Date: 18 Mar 2025 (Tuesday)
Time: 8pm - 9:30pm

Critical illness plans have evolved tremendously over the years. With the upcoming industry wide change in CI definitions in July 2025 on the horizon, and the first revision since the adjustment on 26 August 2020, you may be wondering whether these changes would impact your existing coverage, and whether you may need to take any action to ensure that you and your family can continue to get the coverage needed.

Join us for this AMA as we take a look at the purpose of critical illness plans, how they fit into one's portfolio, and the impact of the upcoming changes on your existing plans. We will also answer any questions that you have about critical illness plans and coverage that you were wondering about. The ever popular market update also makes a return as we look at the impact of Trump's actions on the broader economy.

The panel have a combined 3 decades of experience in financial advisory and comprises of Darren Chew, Senior Financial Services Director, Elijah Lee, Senior Financial Services Manager and Loo Choon Wea, Wealth Manager

✅ Market Outlook

✅ Critical Illness coverage

✅ Ask Me Anything