Tax Optimisation Webinar 2022
Do you know if you are 'over-paying' for your taxes?
Join us in this 60 min interactive webinar on how to save on your tax expenses LEGALLY!
As we march into the last quarter of the year, time flies! Alpha Private Wealth Advisory is pleased to invite you to our Tax Optimization Zoom Webinar which will be conducted in 2 parts:
1️⃣ Interactive Workshop where we will share with you how to minimize your taxes by using CPF, SRS etc., and at the same time, maximize your retirement payouts
2️⃣ Panel Discussion with our experienced advisers as they share with you how they help clients with their tax planning
As the saying goes, “the hard worker pays his taxes diligently, but the smart worker pays himself more by reducing his taxes” 📉💰
Event Highlights
- How to minimize your taxes by topping up CPF, SRS etc.
- How to maximize your retirement payouts
- Short Q&A session with our team on your questions
Event Details
Date: 11 October 2022
Time: 8:00pm - 9:30pm
Venue: Zoom
Panel Speakers
Julia Wang, B.Eng(Hons), AWP
Julia is currently an Agency Development Manager/Executive Financial Consultant and has been in the industry for more than 5 years. In 2022, she won the Top Adviser (Overall) and Top Adviser (iFAST) awards, and qualified for her first MDRT after joining APWA.
Julia’s philosophy in life is about “Wholesome Living” which encompasses “Living Purposefully and Eating Well”. “Living Purposefully” to her is about living a meaningful, happy and connected life. “Eating Well” to her is not only about eating a healthy and sustainable diet, but also educating and showing to the people around that eating well doesn’t need to be decadent.
As a new mum, she welcomes challenges in her new chapter and encourages women to have a balance in both family and career. She is looking forward to know more mums who have the same determination like her to share their stories.
Click here to read more on Julia Wang.
Johnny Toh, B.Acc, CFP®
Johnny brings with him more than 15 years of working experience in the financial industry. He spent more than 8 years in the banking industry from the corporate to privilege banking across major banks in Singapore, his experience in different areas of the banking sector allows him to provide sound advisory to the different suite of products and level of services customers (individual or corporate) require.
As a Financial Services Manager and qualified Financial Performance Coach, Johnny derives satisfaction when he can help to advise people around him in managing and growing their personal portfolio. Johnny also believes in constantly upgrading himself to serve his clients better and has achieved his Certified Financial Planner (CFP) certification in 2021.
Click here to read more on Johnny Toh.
Dexter Koh, MBA, CFP®
Dexter is an Executive Financial Services Manager, and he currently heads the Alpha Private Wealth Advisory (APWA) Unit in Alpha Wealth Group (AWG), an alliance representing PIAS Pte. Ltd. APWA is an awarding winning top unit in AWG and has produced 4 MDRTs in 2022 alone.
He has a Master of Business Administration (Dean’s List) from SMU and is currently pursuing the Chartered Financial Analyst (CFA®) program. He also has a Specialist Postgraduate Diploma from NIE in Learning and Instruction. He is a Certified Financial Planner (CFP®) and is also a certified Singapore Accredited Mortgage Planner (SAMPTM).
Click here to read more on Dexter Koh.