Stepping into Q2 2024, the global interest rate environment and inflation data are expected to remain as pivotal influences over the stock markets. Through this seminar, we will be sharing invaluable insights for our audiences to tide through the complexities of the current financial environment.
Our seminar will also highlight the latest changes to CPF where we discuss the closure of the Special Account from 2025 onwards for those turning age 55 next year as well as strategies to build your passive income.
Seminar details:
● Q1 2024 Performance Overview
● Q2 2024 Market Outlook
● CPF Updates
● How To Build Your Passive Income
Date & Time
18 April 2024, Thursday
6:30pm – 9:00pm
Venue
Phillip Investor Centre, Raffles City Tower Level 6
250 North Bridge Road, Singapore 179101
(City Hall MRT Exit A)
https://maps.app.goo.gl/ekMHL5CDcNTv1vqX7
Brought to you by:
The Wealth Stewards Group (TWSG) representing Phillip Wealth Advisory
www.thewealthstewards.com
Phillip Capital Management (Fund Management arm of PhillipCapital)
www.phillipfunds.com
About Speakers:
Co-Founder, The Wealth Stewards Group
Financial Services Director & Portfolio Manager (Dual-Licensed)
William Lim is a Financial Services Director and a dual-licensed Portfolio Manager at PhillipCapital. Prior to joining PhillipCapital, he served at a major foreign bank in Singapore for 6 years and has more than 15 years of investing experience. William manages TWSG’s Core & Dividend Portfolios, which have consistently outperformed the benchmark since 2015. He looks forward to meet like-minded individuals who share TWSG’s ideals in helping to provide clients with ethical, mathematical, and holistic portfolio advice, to join us in building an ethical, sustainable and holistic financial advisory practice.
YEE SHEN HAO
Co-Founder, The Wealth Stewards Group
Financial Services Manager & Financial Literacy Trainer
Shen Hao is a Financial Services Manager at PhillipCapital with over 8 years of industry experience. He is a CFP holder and graduated from the National University of Singapore with Honours. He serves as a team supervisor & trainer for the TWSG’s team of Wealth Managers. He is also a passionate trainer for Financial Literacy courses for schools and working adults. Prior to joining PhillipCapital, Shen Hao served as an educator and has more than 10 years of teaching and training experience.
Post-Event:
On the 18th of April 2024, TWSG successfully conducted our Q2 Market Outlook 2024 & CPF Changes and Your Retirement.
TWSG would like to extend our appreciation to all our guests who dedicated their time to join us that evening. We hope that the content shared was insightful, and we look forward to welcoming you again at our 2024 Q3 Market Outlook seminar in July.
Furthermore, we would also like to express our gratitude to Phillip Capital Management for their generous support for this event.
Below are some pictures taken that day!
