It Is Year End 2025 – Time To Take Stock And Adjust Your Retirement Plan

The end of the year is a good time to take stock of your current retirement portfolio and measure whether the portfolio is on track to the desired retirement lifestyle that you prefer

In this seminar series, Mr Vince Koh will be sharing on the basic info on CPF Life, Supplementary Retirement Scheme (SRS), the investment options available for CPF and SRS. He will share on some basic strategies for consideration to add to your retirement portfolio:

· 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

· How do I plan for my retirement?

· Concept of 3 Retirement Buckets

· Investment and Annuity Options for Retirement

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