The 3 Retirement Buckets You Must Know

Are you making the most out of your CPF and SRS funds for Retirement?

With Singaporeans living longer and inflation on the rise, it is more important than ever to understand how CPF Life and Supplementary Retirement Scheme (SRS) can work for you. Whether you’re planning ahead or approaching key milestones, having clarity on your options can make all the difference.

Join us at this seminar on 7 Apr, Tue at 12pm where Mr Vince Koh, Relationship Manager at Phillip Securities will share invaluable insights on CPF Life and the basics on Supplementary Retirement Scheme (SRS), the investment options available for CPF and SRS.

· CPF Life and CPF SA Closure at 55

· What is Supplementary Retirement Scheme (SRS)?

· How to set up an SRS Account

· Tax Reliefs for SRS Contribution

· Concept of 3 Retirement Buckets

· Investment and Annuity Options for Retirement

For enquiries, please contact us at 6812 1485 or email to [email protected]

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 202

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Host or Publisher Phillip Securities Pte Ltd