Synopsis
Looking to better understand how to grow your retirement funds while enjoying tax benefits? Planning for retirement doesn’t have to be complicated, especially when you make the most of schemes designed to support your future. Join us at this seminar on 18 Aug, Mon at 12pm, where Mr.Vince Koh, Relationship Manager at Phillip Securities,will be sharing the basics of the Supplementary Retirement Scheme (SRS), and the investment options available.
Key topics covered:
● What is SRS
● How to set up an SRS Account
● Tax Reliefs for SRS Contribution
● SRS Investment Options
● Case Studies
For enquiries, please contact us at 6812 1483 or email to pictf@phillip.com.sg
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