Free Comprehensive Will Planning Workshop - by The Last Wishes Author

There has been a growing interest for will planning services. Many have also asked me if simply writing a Will is sufficient. What if one needs to take care of family members who are vulnerable or have special needs. Can a will take care of all their assets? 

Other questions include property as most of us own a property and it is also the most valuable asset. What is considered a fair way to distribute their property? Should they give equal shares to their family members? What if they have a child who is unmarried and does not own a property? 

For those who have already done their will, is keeping the will at home or using the bank safe deposit service a more suitable option? Many have asked why can't the will also take care of their affairs in event of unsound mind and what is the difference in a will and lasting power attorney (LPA)? What are the factors to consider in getting a LPA done?

In this session, we will be sharing the key elements in a will which makes it functional and it includes the essential information such as revocation, executor appointment etc. Being a MAS Licensed Financial Advisory company, we believe in educating the public in comprehensive financial planning services which includes planning for Will, Trust and LPA. Attend this workshop to learn how to have a will done which will suit your needs and what other planning tools to include to complement your will planning.

Program Outline

1. How to write a will?
2. Limitation of a will
3. How to distribute your property fairly?
4. Can I include a trust in a will?
5. Is Lasting Power Attorney also a will?
6. How to keep your will?

The Speaker

Alfred is the CEO of SingCapital which is a Financial Advisory firm licensed by Monetary Authority of Singapore (MAS).  

He has more than 25 years of experience in the financial advisory field serving both individuals and corporations, and sits on the board of various real estate funds as independent director and advisory board member. His insights and perspectives on various financial matters are regularly interviewed by numerous media channels from radio to TV including Channel NewsAsia, Channel U, Strait Times and Business Times.

As an ardent believer in the power of education, Alfred strives to share his knowledge through as many conduits as possible. He is the Creator and Chief Trainer for the popular program, 'Singapore Accredited Mortgage Planner', for real estate and financial professionals. 

This passion to share has also prompted Alfred to author 3 books, ‘Mortgage and Grow Rich’,  ‘Grow Rich Singapore Style’ and ‘Last Wishes’.  The books are dedicated to holistic financial planning towards financial well beings. The Last Wishes entitled “Last Wishes: Financial Planning, Will Planning and Funeral Planning in Singapore” is his latest book.

Wills Planning Workshop

Date: 16 March 2019

Time: 10am to 12.00 noon

Venue: Paya Lebar Square next to Paya Lebar MRT Station

(60 Paya Lebar Road, Paya Lebar Square, #09-01 Singapore 409051)

Contact No.: 6801 4088

Workshop Fees: Free Workshop for first 50 participants (worth $38)