Guarding Your Wealth: Don’t Distribute your Assets to the Wrong People
Synopsis: This seminar is designed for those new to the concept of estate planning. It aims to demystify the process of wealth management and asset distribution, ensuring your hard-earned wealth goes to the right people. We will break down complex jargon into simple terms, making the world of estate planning accessible and easy to understand. The seminar will cover the basics of asset distribution, the importance of having a will, and the role of trusts in protecting your wealth.
Key Takeaways:
- Basics of Asset Distribution: Understand the fundamental principles of asset distribution and why it’s crucial to your financial planning.
- Importance of a Will: Learn about the role of a will in estate planning and how it can help ensure your assets are distributed according to your wishes.
- Trusts and Wealth Protection: Discover how trusts can serve as a tool to protect your wealth and provide for your loved ones.
Join us to gain valuable insights into estate planning and take the first step towards effectively guarding your wealth. No prior knowledge is required, and all are welcome.
Event Details:
· Date: Sep 19, 2025 (Friday)
· Time: 7:00pm to 9:30pm (Registration starts at 6:30pm)
· Venue: 10 Collyer Quay, #26-01 Ocean Financial Centre, Singapore 049315
Seminar Agenda
· 1900: Estate Planning and Case Studies – Kenny Loh
· 2000: The Role of Trust in Estate Planning and Avoiding Pitfalls – Tan Chek How
· 2100: A Holistic Estate Planning (3 in 1 Will, LPA and Trust) – Kenny Loh
· 2130: End
Speakers Profile
Mr. Kenny Loh is a Certified Estate Planning Consultant and also a CERTIFIED FINANCIAL PLANNER (CFP). Kenny has more than 10 years in Holistic Estate Planning experience, using a unique “3-in-1 Will, LPA and Standby Trust” solution, to address his client’s social consideration, legal obligation, emotional needs and family’s harmony in his approach. Kenny has Double Master degree in Business Administration and Electrical Engineering, and also an AEPP (Associate Estate Planning Practitioner) jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of The United Kingdom, in collaboration with Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.
Mr Tan Check How has over 18 years of experience in trust and fiduciary services, with a focus on estate and legacy planning. He works closely with clients, advisers, and stakeholders across all wealth tiers to deliver tailored trust solutions. He has supported families throughout Southeast Asia, Greater China, and Europe, and is fluent in English and Chinese.
