RBS Workshop – FIXED INCOME FUND for Retirement Planning 14082025

Registration Link: https://forms.gle/3KzhtToQY6jucfRY6

Do you have enough for your retirement? If your answer is no, and you unsure how to improve it, here’s a session for you!

Join our sharing session [FIXED INCOME FUND for Retirement Planning] to learn more from our speakers.

📚 Seminar Outine:
• What is Fixed Income Fund? Why?
• Better choice than Fixed Deposit?
• Fund Accumulation for financial goals / retirement planning
• Suitable for Elder Care Trust and Self Care Trust
• Join us if you have client who is senior and intends to know more on retirement planning with trust

🗓️ Seminar Detail：
Date: 14/08/2025, Thursday
Time: 10:00am – 12:00pm
Language: English
Venue: Plaza Armada Office, 2nd Floor, Lot 6, Lorong Utara C, Section 52, 46200 Petaling Jaya, Selangor.
Speakers:
* Ms. Michelle Wong, Relationship Manager of Opus Asset Management
* Mr. Jeremy, Relationship Manager of Opus Asset Management

🎤 Speakers Profile:
Michelle Wong has over 15 years of experience in the financial industry, specializing in business development and agency building, as well as sales and marketing of banking products, including CASA, fixed deposits, investments, bancassurance, mortgages and estate planning. Michelle holds an MBA from Cardiff Metropolitan University and is a Certified Financial Planner

Jeremy Goh has worked four years with Maybank Premier Banking. He specializes in strategic portfolio management for High-Net-Worth clients, with a focus on fixed income and balanced asset allocation, Jeremy holds a Bachelor’s degree in Business Management and Finance from Keele University, UK.

☕ Note: Please arrive to our Plaza Armada Office by 9:45AM for registration and to enjoy some refreshments.

For more information, please contact us on RBS WhatsApp at 012-228 3651 or email us at rbs@rockwills.com.