About this Event
Bring your laptop/iPad for this never seen before Retirement Masterclass!
Retirement is not just about how much you have saved — it’s about knowing how to turn your savings into a sustainable income that can last throughout retirement.
Join Josh Tan for a practical, interactive masterclass designed to help you understand how different sources of retirement income can work together — and how to build a retirement strategy around your own goals.
What You’ll Learn
1. The Rules of Sustainable Retirement Income
Learn the key principles behind creating retirement income that can last. Understand how much you can reasonably withdraw, how to manage your portfolio, and how to balance income with long-term growth.
2. Learn the NEW AI tool to visualize your CPF LIFE, SRS, Dividend & Rental Income
Learn how to combine CPF LIFE payouts with SRS, dividend income and rental income to create a more complete retirement income strategy — rather than relying on just one source.
Bring along your laptop or Ipad for the best experience.
3. Get Your Retirement Questions Answered
Bring your own retirement questions and scenarios. During the interactive session, you’ll have the opportunity to ask questions and get practical, personalized answers based on your situation.
This Is For You If…
You are approaching retirement, already retired, or simply want to understand how to turn your CPF, investments and other assets into reliable retirement income.
Come prepared with your questions and your ipad to learn how to put your retirement numbers into action — this is a not just a presentation, this is a masterclass!
Don't miss this opportunity to gain valuable insights for 2026!
Agenda
🕑: 02:30 PM - 02:45 PM
Introduction and why retirement planning is harder than before!
🕑: 02:45 PM - 03:15 PM
How Josh Tan builds sustainable retirement income for private clients
🕑: 03:15 PM - 03:45 PM
Hands on experience on our new NEW AI retirement planning tool
🕑: 03:45 PM - 04:30 PM
Case studies with all attendees
🕑: 04:30 PM - 05:00 PM
Putting what we learnt into action and Q&A over refreshments
Event venue & nearby stays
60 stamford road, SMU, Singapore, Singapore
Concerts, fests, parties, meetups — all the happenings, one place.