Maximizing Your CPF Journey After SA Closure

Understand CPF changes after SA closure at 55 and learn strategies to optimise OA, RA top-ups, CPFIS investments, and retirement planning.

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?

This timely seminar addresses one of the most significant CPF changes in recent years — and more importantly, how you can strategically grow your CPF funds in the new landscape.

Join us in this seminar on 24 Apr, Friday at 1.00pm where Mr Woon Kai Xiang, Investment Consultant 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 68121533 email us at bkbatok@phillip.com.sg.

Speaker

Mr. Woon Kai Xiang, Investment Consultant at Phillip Securities

Mr Woon Kai Xiang holds a Bachelor Degree in Finance and Marketing. He believes in the power of investing and it’s never too late to become an investor. Kai Xiang is currently an Investment Consultant in Phillip Securities. He strives to support clients and guide them on their financial journey by recommending investment products and services that are suitable; based on his clients’ objectives, resources, time horizon, risk profile and preferences.