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Disclaimer & PDPA

Seminar: What’s Next After CPF SA Closure?

[𝗦𝗲𝗺𝗶𝗻𝗮𝗿: 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘅𝘁 𝗔𝗳𝘁𝗲𝗿 𝗖𝗣𝗙 𝗦𝗔 𝗖𝗹𝗼𝘀𝘂𝗿𝗲?]
Are you still feeling uncertain about the closure of the CPF Special Account (SA) after age 55? Don’t worry—we’ve got you covered!
 
At Holistic Wealth Planners, we specialize in transforming complex financial jargon into clear, actionable insights tailored just for you.
 
Here’s what we’ll cover in this exclusive session:
✅CPF Simplified: What the SA closure means for you.
✅The Essentials of CPF: Easily understand your OA, SA, RA, and CPF LIFE.
✅Your Options After CPF SA Closure: Strategies to make the most of your CPF savings.
✅Multiple Passive Income Frameworks for Retirement: Discover practical, sustainable ways to grow your retirement wealth.
✅Answers to All Your Burning Questions on CPF: FRS, ERS, OA, or withdrawal—get the clarity you need.
 
Let us guide you toward clarity, confidence, and a secure retirement plan.
 
📅 Reserve your spot today and make the most informed decisions about your financial future!
 
Date: 13th February 2025
Time: 730pm to 9pm
Venue: Raffles City Tower
250 North Bridge Road #06-00, S179101
 
Limited seats available. Sign up before they’re sold out!
 
Hosted by Holistic Wealth Planners
We are a team of financial advisors with a planning philosophy focused on wealth protection, wealth accumulation, and wealth distribution. We believe that each of these factors should work in tandem throughout our clients’ lifetime financial journey. As a financial advisory team from Phillip Security Pte Ltd, our team comprises more than 42 advisors and collectively services more than 7,800 clients with over $500 million in assets.
 
About the Speaker:
Louis Koay, CFA, CFP, Senior Financial Services Director
Louis Koay is the founder of Holistic Wealth Planners. He is a dual-licensed representative at Phillip Securities Pte Ltd. He is also a trainer at Dr Wealth. He graduated from the National University of Singapore with First Class Honours and he is a CFA charterholder as well as a Certified Financial Planner. Louis is the creator and trainer of the Personal Finance Fundamental Course, and the co-trainer for Intelligent Investors Immersive Program. He has trained more than 20,000 retail investors in analysing stocks and personal financial planning.
 
 
Disclaimer & PDPA:
 

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