Synopsis
Planning for retirement can be daunting, but with the right tools and strategies, you can take control of your financial future. Join us at this seminar on 18 Jul, Fri at 12pm, where Mr.Vince Koh, Relationship Manager at Phillip Securities, will be sharing on the the basic info on CPF Life, Supplementary Retirement Scheme (SRS), the investment options available for CPF SA Closure at 55 and SRS.
Topics covered will include:
● CPF Life and CPF SA Closure at 55
● What is the Supplementary Retirement Scheme (SRS)?
● How to set up an SRS Account
● Tax Reliefs for SRS Contribution
● Investment and Annuity Options for Retirement
● Case Studies of SRS Investment Plans by client
For enquiries, please contact us at 6812 1483 or email to pictf@phillip.com.sg
Speaker Profile:
Mr Vince Koh joined Phillip Securities in 2017 and is currently managing Investment and Insurance Portfolios for clients of Phillip Investor Centre (Raffles City Branch). He attained his Certified Financial Planner Certification (CFP) in 2017 and Chartered Financial Consultant (ChFC) in 2019. In 2020, he completed his Chartered Life Underwriter (CLU) with the Singapore College of Insurance. He holds a Bachelor of Business degree from Nanyang Business School. He is also a MDRT Qualifying member. In addition, he is also a multiple qualifier of the Flying Start Incentive Trip from 2018 to 2024.
Information Source: Phillip Securities Pte Ltd | eventbrite

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時間：	Jul 18, 2025 (UTC+8) 結束
地點：	Phillip Investor Centre - Raffles City Tower

Alternative Retirement Solutions for CPF Special A/c Closure at Age 55 | Phillip Investor Centre - Raffles City Tower

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