A lack of knowledge in structuring an investment portfolio when nearing retirement is a challenge many individuals face, especially when sufficient income needs to be generated to provide for expenses, whilst taking as little risk as possible.
This pre-retirement/retirement phase focuses on capital preservation instead of growth, but yield is still important for needs to be met.
In this webinar, John will go through a case study, detailing how an optimal portfolio can be structured to meet an individual’s tailored needs in retirement. Webinar attendees will gain an insight into the process and be equipped to make better decisions regarding their own investment portfolios.
Register for our webinar today!
By submitting this form, I confirm that
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》，鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料（例如姓名，证件号码，联系电话，邮寄地址，电邮地址和照片）。 该政策可在本公司网站上查寻，网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
Subscribe to our newsletter to receive updates on our latest content!