Upcoming Webinars

[Seminar] Whatโ€™s Next After CPF SA Closure?

13th February 2025

About The Seminar

[๐—ฆ๐—ฒ๐—บ๐—ถ๐—ป๐—ฎ๐—ฟ: ๐—ช๐—ต๐—ฎ๐˜โ€™๐˜€ ๐—ก๐—ฒ๐˜…๐˜ ๐—”๐—ณ๐˜๐—ฒ๐—ฟ ๐—–๐—ฃ๐—™ ๐—ฆ๐—” ๐—–๐—น๐—ผ๐˜€๐˜‚๐—ฟ๐—ฒ?]
Are you still feeling uncertain about the closure of the CPF Special Account (SA) after age 55? Donโ€™t worryโ€”weโ€™ve 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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Hereโ€™s what weโ€™ll cover in this exclusive session:
โœ…CPF Simplified: What the SA closure means for you.
โœ…The Essentials of CPF: Easily understand your OA, SA, RA, and CPF LIFE.
โœ…Your Options After CPF SA Closure: Strategies to make the most of your CPF savings.
โœ…Multiple Passive Income Frameworks for Retirement: Discover practical, sustainable ways to grow your retirement wealth.
โœ…Answers to All Your Burning Questions on CPF: FRS, ERS, OA, or withdrawalโ€”get the clarity you need.
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Let us guide you toward clarity, confidence, and a secure retirement plan.
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๐Ÿ“… 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:
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