Your Trust, Your Pet & Your Legacy – Estate Planning Webinar
Your Trust, Your Pet & Your Legacy – Estate Planning Webinar
Thu, Oct 13, 2022 12:00 PM PDT (-07:00)
Free
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Legacy Planning 101
What is Legacy Planning? It is not just about leaving behind an inheritance. It is about living and then leaving, with peace.
When and where
Date and time
Location
Online
About this event
LEGACY PLANNING 101
"Immortality is to live your life doing good things, and leaving your mark behind."
- Brandon Lee
About this event
In this webinar, our speaker Mr Alan Tang will share with you:
- Lasting Power of Attorney and Mental Incapacity Act
- Differences between Will and Trust
- Different types of Trust - How to transfer assets to your beneficiaries consistent with your goals and objectives
- How to protect your lifetime accomplishments from leakages in the transferring process
- How to enhance your wealth and create an immediate estate that can last generations
CLICK ON REGISTER TO GRAB YOUR SEAT NOW!
About APEX
At APEX, we are committed to our client-centric philosophy. We believe that for every client, everyone deserves not just the best advice, but also the most ideal advisory experience. With the widest range of products and services, we specialise in creating the custom solutions for every individual clients.
About the speaker
Alan has more than 25 years of experience in the Wealth Management Industry. He was a MoneySENSE speaker and has been invited to speak at many wealth management seminars for various institutions, private companies & public service organizations.
Alan graduated in 1993 from NUS with a Bachelor of Social Science (Hons) in Economics. He was amongst the first batch of financial advisers to be conferred Chartered Financial Consultant, Chartered Life Underwriter and Certified Financial Planner in Singapore.
He is currently a Senior Financial Services Director and head of Apex Private Wealth Management.
Seats are limited! Click on Register to reserve your seat now!
