[๐ฆ๐ฒ๐บ๐ถ๐ป๐ฎ๐ฟ: ๐ช๐ต๐ฎ๐โ๐ ๐ก๐ฒ๐
๐ ๐๐ณ๐๐ฒ๐ฟ ๐๐ฃ๐ ๐ฆ๐ ๐๐น๐ผ๐๐๐ฟ๐ฒ?]
Are you still feeling uncertain about the closure of the CPF Special Account (SA) after age 55? Donโt worryโweโve got you covered!
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At Holistic Wealth Planners, we specialize in transforming complex financial jargon into clear, actionable insights tailored just for you.
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Hereโs what weโll cover in this exclusive session:
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CPF Simplified: What the SA closure means for you.
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The Essentials of CPF: Easily understand your OA, SA, RA, and CPF LIFE.
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Your Options After CPF SA Closure: Strategies to make the most of your CPF savings.
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Multiple Passive Income Frameworks for Retirement: Discover practical, sustainable ways to grow your retirement wealth.
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Answers to All Your Burning Questions on CPF: FRS, ERS, OA, or withdrawalโget the clarity you need.
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Let us guide you toward clarity, confidence, and a secure retirement plan.
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Reserve your spot today and make the most informed decisions about your financial future!
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Date: 13th February 2025
Time: 730pm to 9pm
Venue: Raffles City Tower
250 North Bridge Road #06-00, S179101
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Limited seats available. Sign up before they’re sold out!
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Hosted by Holistic Wealth Planners
We are a team of financial advisors with a planning philosophy focused on wealth protection, wealth accumulation, and wealth distribution. We believe that each of these factors should work in tandem throughout our clientsโ lifetime financial journey. As a financial advisory team from Phillip Security Pte Ltd, our team comprises more than 42 advisors and collectively services more than 7,800 clients with over $500 million in assets.
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About the Speaker:
Louis Koay, CFA, CFP, Senior Financial Services Director
Louis Koay is the founder of Holistic Wealth Planners. He is a dual-licensed representative at Phillip Securities Pte Ltd. He is also a trainer at Dr Wealth. 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. Louis is the creator and trainer of the Personal Finance Fundamental Course, and the co-trainer for Intelligent Investors Immersive Program. He has trained more than 20,000 retail investors in analysing stocks and personal financial planning.
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Disclaimer & PDPA: