Inviting All Advisors & Financial Planners in Singapore:
🌟3-In-1 Advantage 1-Day Masterclass - Legacy Planning - Special Needs Planning - Financial Planning🌟
Join us on 31st August 2023 for our next event:
“3-In-1 Advantage 1-Day Masterclass – Legacy Planning – Special Needs Planning – Financial Planning“
At this event, we collaborate and exchange insights to become more effective Estate Planners. Our speakers and most of the attendees are experienced practitioners with backgrounds in the Financial Advisory industry. Here’s a sneak peek of what John Sim will discuss at our August 2023 event:
Empowering Long-Term Care: Discover how estate planning and financial strategies can empower families to provide long-term care and financial security for special needs individuals.
Creating Specialized Trusts: Learn about specialized trusts that protect assets and ensure government benefit eligibility while supporting the unique needs of your loved ones.
Guardianship and Decision-Making: Understand the importance of designating guardians or conservators to make crucial decisions for special needs individuals, securing their well-being.
Minimizing Tax Burden: Explore tax-efficient estate planning techniques to maximize available resources for the care and support of special needs family members.
Seamless Transition Planning: Plan for a seamless transition of care and support through proper estate and financial planning, ensuring peace of mind for both families and special needs individuals.
In this full-day event organized by Private Trust Estate Planning, you will get to learn invaluable information about the importance of Wills, Trusts, and LPAs in legacy planning, especially how crucial it is for special needs individuals as it allows families to create specific instructions and provisions to ensure their loved ones' ongoing care and financial support. This includes establishing trusts or special needs trusts that can hold assets for the benefit of the individual without jeopardizing their eligibility for government benefits.
“Unlock the key to providing exceptional care and financial security for special needs individuals. Don't miss our exclusive masterclass seminar on estate planning and financial strategies tailored to their unique needs. Join us now and empower your expertise to make a meaningful difference in the lives of those you serve. Reserve your spot today!”
REGISTER NOW – SPACE IS LIMITED!!
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