(Fine Dining) Special Legacy & Estate Planning Seminar
Event Information
Description
*FINE WINE & DINE*
On Will Writing, The Lasting Power of Attorney (LPA) & Legacy Planning
Because YOU matter and it definitely pays to pen your wishes down before unexpected events happen. Let Alan share with you about how to protect your interests should one become vulnerable or pass on one day. This will enable you to make thorough and informed choices on how to handle your personal affairs and the distribution of assets. And what better way to grasp this topic than being hosted over a fine course dinner and wine!
"A very insightful and informative seminar. It is applicable to all of us, any age group, regardless of your financial status. It is important for us to plan and leave what we have to our loved ones. You never know how difficult for your loved ones if you don't have plans or decisions for them." ~Chio Wee Tiong
You'll learn more about...
+ The advantages of writing a Will
+ What else can be done to provide for the vulnerable
+ The Mental Capacity Act & its provisions
+ Whether one should make a CPF nomination
+ How to ensure a smooth transition & transference of assets
"I appreciate very much the sharing of the wealth of information. That is so Important for everyone. Frankly, I did not realise the Importance of LPA, Will, CPF and Insurance Nominations until today. Thanks for this public service to ordinary people like us." ~Cecilia Lim
You'll be hosted by...
Mr Alan Tang (Senior Financial Services Director). He heads Apex Private Wealth Management, the top branch of PIAS with more than 80 financial advisers. Alan has more than 20 years of experience in the field of wealth management and has hosted countless talks with private corporations, unions, ministries and statutory boards. He is a revered speaker in the financial seminar circuit and is not only effective in delivering the message, but his stories will easily help you optimize the management of your personal finances.
"When I came into the talk I have no clue about how important is LPA and Will Writing. After this talk, I feel it is a real eye-opener and a wake-up call." ~Wajeeh Ismail
( If you're an existing Apex client, reach out to your adviser to get complimentary tickets to this event! )