Ever wondered how to give your financial war chest a leg up? Tune in to learn how to use your SRS to help you achieve your goals!

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About this event

The SRS offers a two-pronged solution to wealth building – you get tax relief (contribute before year end to get the tax relief!) as well as the opportunity to shore up your retirement pot of gold.

 

You also have the flexibility to invest your SRS monies and purchase retirement income insurance plans; not to mention a whole range of asset classes to grow your money with. But with the wealth (no pun intended) of options out there, it can be a daunting affair to DIY your SRS portfolio alone. Fret not, your friendly advisors at MoneyOwl are here to share secrets that used to only be known to those in the know, and guide you through the entire process!

 

Topics Covered:

1. What is SRS and what’s so good about it?

2. The difference between SRS and CPF OA and SA

3. Tips and tricks to maximise your SRS money based on your risk appetite

4. How to build a sustainable stream of income with your investments

 

About the Speaker

Lena Teng, Head of Solutions at MoneyOwl

Lena Teng, Head of Solutions at MoneyOwl

Lena has seventeen years of working experience within the financial industry across multiple areas of community engagement, public education, fund accounting, and sales among others. She currently heads the Solutions department in MoneyOwl which is responsible for research, development and communication of financial and retirement planning frameworks, tools, and services.

Prior to joining MoneyOwl, she was with the Central Provident Fund (CPF) Board from 2010 to 2018. Through her various responsibilities within the Board, Lena has developed in-depth knowledge of various aspects of Singapore’s national pension scheme. In her last role as Deputy Director, Communications, Lena led a team of eleven officers to develop and grow the public direct engagement capabilities of CPF Board, including conducting numerous public talks, roadshows and school and community programmes. Lena also oversaw the development of partnerships with corporate and educational institutions and helmed the market research portfolio for the communications group.

Lena is a Certified Financial Planner and holds a Bachelor of Accounting from Nanyang Technological University.

 

Update: This webinar has ended. Sign up using the form below to receive the link to the recording.