Programme Category: Personal Development Practice Area: N/A Level: Introductory CPD Hours: 1 hour 30 mins Money Matters Series 2005 Cash Flow & Debt Management Wednesday, 1 June 2005 Workshop Objectives For yourself Borrowing is convenient. It is an easy tool for instant gratification. It can also be an excellent wealth creation strategy. You borrow to invest in property, buy a car and so on. But you are not quite sure when to draw a line. You are unsure how to leverage on debt without adversely affecting your financial health. Learn how to use debt to your advantage while keeping your total debt to a manageable level. Thus allowing you to deal with situations such as a significant rise in interest rates or career transitions. For your law practice Is your cash flow being efficiently managed or is your practice constantly cash strapped? Learn smart strategies to ensure that your firm stays afloat. About this Series Lawyers invest in developing expertise in their areas of practice, but when it comes to financial planning - be it for themselves or their firms - most do not have the expertise, much less the time. What can lawyers do to make sure that their hard work does not go to waste? How can they ensure they save enough for a comfortable retirement? Are they taking too little or too much risk? How should they manage their firm's cash flow to ensure it stays afloat and thrives? This new Personal Development Workshop Series aims to address all these questions and more, without the technical jargon. Best of all, each Workshop is structured to be practical and easily digestible so you can immediately apply the lessons leant to make a difference in your personal financial management. Invest in yourself today! Programme Outline 5.15 -5.30 p.m.: Registration & Refreshments 5.30 - 6.45 p.m. : Workshop 6.45 - 7.00 p.m. : Q&A About the Workshop Leader Mr. Paul Stefansson - Regional Director, Corporate Relations, ipac financial planning With over 20 years of financial services experience, Paul Stefansson is currently the Regional Director for Corporate Relations of ipac financial planning Singapore with over 20,000 customers and A $9 billion of funds under advice. Paul is also President of the Financial Planning Association of Singapore. Previously, Paul headed a team of wealth management specialists at Assante Corporation in Canada where they developed financial strategies that helped high net worth clients preserve and build their wealth. Paul also developed and implemented a national education program for wealth management professionals. Paul is a Chartered Financial Analyst, a Certified Financial Planner, a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries. He graduated from the University of Manitoba with a Bachelor of Commerce degree. Paul is on the Executive Committee and is head of the Certification Committee for the Financial Planning Association of Singapore. He is also on the Wealth Management Faculty of the Singapore Management University. Coming up in the Series: Retirement Planning, Risk Management, Tax Planning & Education funds. Fee: S$ 21.00 (Members and all employees of law practices) S$ 42.00 (non -Members) (includes 5% GST, materials & refreshments) Venue: The Law Society of Singapore Conference Room 39 South Bridge Road Singapore 058673 (Registrations will begin at 5.15pm) REGISTRATION FORM Name (Dr/Mr/Mrs/Miss/Mdm):___________________________________________________________________________ Name and Address of Law Firm/Law Corporation /Organisation: ___________________________________________________________________________________________________ Date of Admission:______________________________ Number of years in Practice:______________________________ AAS No: ______________________ NRIC/Passport No: ___________________________ (Law Society Members) (Law Society Associate Members & Non Law Society Members) Position in Law Firm/Law Corporation/Organisation: _________________________________________________________ Tel number:___________________ Fax number:__________________ Email :_________________________________ Mode of payment: GIRO Cheque Law Society Member SCCA Member Non-member Cheque payments should be made payable to "The Law Society of Singapore " & arrive at our office with your completed registration form before the closing date, Monday, 25 May 2005 : The Training Department The Law Society of Singapore 39 South Bridge Road (S) 058673 Fax: (65) 6533 5700 For further enquiries, please contact Ms Sangeetha at (65) 6 530 0233 Email : cpd@lawsoc.org.sg Website: http://www.lawsociety.org.sg REGISTRATION, REFUND & CANCELLATION POLICY 1. Registrations will be confirmed upon receipt of full payment accompanied by a duly completed registration form. 2. The Organisers reserve the right to refuse to register or admit any participant, and to cancel or postpone the course. 3. Substitute delegates are welcomed, subject to the Law Society Training Department being notified at least 2 working days before the course of the details of the substitute delegate 4. The Organisers reserve the right to impose a cancellation fee in the event any registrant wishes to withdraw from the course after the registration closing date. 5. The Organisers will not entertain any request for a refund of fees made later than 24 hours before course commencement. However a confirmed registrant who has paid in full the course fees but does not turn up for the course will be entitled to collect a set of the materials provided. 01 "My problem lies in reconciling my gross habits with my net income." ~ Errol Flynn Franklin Who Should Attend Lawyers and anyone interested in better financial planning & management for themselves and/or their practices.

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