Maximising Your CPF Journey After SA Closure

Synopsis

With the impending closure of the CPF Special Account (SA) for members aged 55 and above, many are asking: What’s next for my CPF savings?

Join us in this seminar on 22 Aug, Fri at 12.00pm where Mr Wee Ming Jie, Relationship Manager at Phillip Securities, to share on:

· Understand the implications of the SA closure

· Learn how to optimise their Ordinary Account (OA) post-55

· Explore voluntary top-up strategies to the Retirement Account (RA)

· Leverage CPF Investment Scheme (CPFIS) opportunities

· Align CPF planning with long-term retirement goals

Whether you're nearing 55 or planning ahead, this seminar will provide clarity, direction, and practical tools to help you make well-informed CPF decisions in a post-SA environment.

For enquiries, please call us at 6812 1544 email us at hollanddrive@phillip.com.sg

Speaker Profile

Mr. Wee Ming Jie, Relationship Manager, Phillip Securities Pte Ltd

Mr Wee Ming Jie, Relationship Manager at Phillip Investor Centre @Holland Drive, specialises in providing investment advisory services to retail clients, with a focus on building and managing unit trust portfolios to help them achieve their investment objectives. He joined Phillip Securities in 2017 and graduated from the University of London with an external honour’s degree in Economics and Finance.