Registration Link: https:\/\/forms.gle\/3KzhtToQY6jucfRY6<\/p>\n
Do you have enough for your retirement? If your answer is no, and you unsure how to improve it, here\u2019s a session for you!<\/p>\n
Join our sharing session [FIXED INCOME FUND for Retirement Planning] to learn more from our speakers.<\/p>\n
\ud83d\udcda Seminar Outine:
\n\u2022 What is Fixed Income Fund? Why?
\n\u2022 Better choice than Fixed Deposit?
\n\u2022 Fund Accumulation for financial goals \/ retirement planning
\n\u2022 Suitable for Elder Care Trust and Self Care Trust
\n\u2022 Join us if you have client who is senior and intends to know more on retirement planning with trust<\/p>\n
\ud83d\uddd3\ufe0f Seminar Detail\uff1a
\nDate: 14\/08\/2025, Thursday
\nTime: 10:00am – 12:00pm
\nLanguage: English
\nVenue: Plaza Armada Office, 2nd Floor, Lot 6, Lorong Utara C, Section 52, 46200 Petaling Jaya, Selangor.
\nSpeakers:
\n* Ms. Michelle Wong, Relationship Manager of Opus Asset Management
\n* Mr. Jeremy, Relationship Manager of Opus Asset Management<\/p>\n
\ud83c\udfa4 Speakers Profile:
\nMichelle 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<\/p>\n
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.<\/p>\n
\u2615 Note: Please arrive to our Plaza Armada Office by 9:45AM for registration and to enjoy some refreshments.<\/p>\n
For more information, please contact us on RBS WhatsApp at 012-228 3651 or email us at rbs@rockwills.com.<\/p>\n","protected":false},"excerpt":{"rendered":"
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\u2019s a session […]<\/p>\n","protected":false},"author":1,"featured_media":4648,"comment_status":"closed","ping_status":"closed","template":"","tags":[66,78],"mec_category":[17],"class_list":["post-4647","mec-events","type-mec-events","status-publish","has-post-thumbnail","hentry","tag-estate-planning","tag-rockwills-business-solutions-rbs","mec_category-event"],"yoast_head":"\n