Building Passive Income Streams for Retirement

For many Singaporeans, concerns about whether their savings will last through retirement are very real. With retirement planning becoming increasingly important, it's vital to understand the tools available to build a sustainable future. CPF Life is one of the building blocks for retirement planning. Meanwhile, the Supplementary Retirement Scheme (SRS) is a voluntary scheme to encourage individuals to save for retirement, over and above their CPF Savings.

Join us in this seminar on 14 Jan, Tue at 12pm, where Mr Vince Koh, Relationship Manager at Phillip Securities will explore how CPF Life and SRS works, and how we can utilise CPF Funds and SRS Funds to plan for our own retirement. He will also share on retirement strategies to help generate monthly passive retirement income for clients.

Content Flow:

· Basic Introduction to CPF Life

· Basic Introduction to the Supplementary Retirement Scheme (SRS)

· Retirement strategies – Passive Income Generation

· Insurance Retirement Annuities

· UT Dividend Portfolio

For enquiries, please contact us at 6812 1483 or email to [email protected].

Speaker Profile:
Mr Vince Koh, Relationship Manager

Mr Vince Koh joined Phillip Securities in 2017 and is currently managing Insurance and Investment 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 has also attained the prestigious Million Dollar Round Table in 2022 and is a multiple qualifier of the Flying Start Incentive from 2018 to 2022.

Event Venue & Nearby Stays

Phillip Investor Centre - Raffles City Tower, 250 North Bridge Road Raffles City Tower, Singapore, Singapore