About this Event
Join us in this webinar on 4 Jun, Thu at 12pm, where Mr Vince Koh, Relationship Manager at Phillip Securities will be sharing on passive income generation for your investment portfolio through the use of different investment tools.
The webinar will cover:
1) Why is there a need to invest?
2) Investor Risk Profiles
3) Investment Options for Income Generation – Unit Trusts and Insurance Endowment Plans
4) Asset Allocation
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 2025.
Event Venue & Nearby Stays
Phillip Investor Centre - Raffles City Tower, 250 North Bridge Road Raffles City Tower, Singapore, Singapore
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