Upcoming Webinars

[Webinar] Maximise Your Retirement Savings with CPF & SRS

27th November 2024

About The Webinar

Maximise Your Retirement Savings with CPF & SRS

With just over a month left in 2024, this also means there’s just over a month left until CPF SA closure if you’re over 55…

As interest rates drop and the CPF SA account closure approaches in 2025, how can you achieve better returns on your savings? Join us to learn a holistic approach to maximizing your CPF and SRS for retirement.

Date: 27th November

Time: 730pm to 9pm

Register here:

https://tinyurl.com/CPFSRS2024Louis

Key Topics:

  • CPF SA Closure in 2025: What does this mean for you?
  • Everything You Need to Know about OA, SA, RA and CPF LIFE
  • How to Optimize Your SRS Savings
  • Strategies for a Smooth SRS Withdrawal
  • A Holistic Approach to Retirement Planning

Join us for this insightful webinar. See you there!

 

Note: this is not a preview for any high-priced course. this is pure information sharing financial educational webinar

About the Speaker

Louis Koay, CFA, CFP

Louis Koay is a dual-licensed representative at a top financial firm. He graduated from the National University of Singapore with First Class Honours and he is a CFA charterholder as well as a Certified Financial Planner. He is currently managing a team of 40 advisors and servicing more than 2,000 clients with assets under the advisory of more than $40 million. As a trainer at Dr Wealth, Louis developed the Personal Finance Mastery Course and he is a key trainer in the Intelligent Investors Immersive Program. He has trained more than 20,000 retail investors in analysing stocks and on personal financial planning.

Holistic Financial Planning is Essential

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