We Are All Ready!

Join us for a transformative experience at our Advisory Annual Conference, where you will gain a wealth of knowledge, insights, and networking opportunities. Over two full days, we will host 2 panel sessions, 3 workshops, and 8 platform presentations designed to leave you with lasting professional and empowering insights.

Event
Highlights

Ministerial Speech: Hear from our esteemed Guest of Honour, the Minister of State, Mr. Alvin Tan.
Regulatory Insights: Gain valuable perspectives from speakers representing the Monetary Authority of Singapore (MAS), Financial Industry Disputes Resolution Centre Ltd (FIDReC), and the Singapore Police Force.
Dynamic Presentations: Attend 7 compelling platform presentations covering a wide range of essential topics.
Interactive Panel Sessions: Engage in 2 thought-provoking panel discussions.
Specialized Workshops: Participate in 3 back-to-back selective workshops designed to enhance your skills and knowledge.

Knowing Scam and Avoid Falling Prey: Equip yourself with the latest strategies to identify and prevent financial scams.
Financial Storytelling: Learn the art of crafting compelling financial narratives.
Synergizing Digital Innovation with a Human Touch in the New Era
Consulting and Sales Propositions for Family Businesses
Adapting to the Future: Leveraging Fintech and AI in Financial Advisory
Family Wealth and Succession Planning: Discover effective strategies for managing and transferring wealth across generations.
Insurance Trust: Explore the benefits and mechanisms of insurance trusts.
CPF Updates: Stay updated with the latest changes and enhancements to the CPF system.
Building a Sustainable Healthcare and Health Insurance System: Delve into innovative approaches to sustainable healthcare.
Conversation with Achievers: Gain inspiration from successful practitioners in the field.
A Practitioner’s Journey Through Shadows and Life: Hear personal life experiences and lessons learned from one of our very own.

Key
Topics

Why Attend?

Expert Insight: Learn from leading experts in the industry.
Networking Opportunities: Connect with fellow professionals and industry leaders.
Practical Knowledge: Gain actionable insights to apply in your practice.
Comprehensive Coverage: From regulatory updates to practical workshops, we’ve got it all covered.

Don’t miss this opportunity to stay ahead in the financial advisory industry.

Join us on
25th and 26th July 2024

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Grand Ballroom

Parking is available at the hotel and the multi-storey car park
Parking will be charged at $8++/day