First ever Estate Planning Masterclass in Singapore – Legacy Planning + Financial Planning + Divorce Planning (focused) 2023
This 2-day estate planning masterclass is specially designed for Financial Advisors who wishes to penetrate Singapore’s High Net-worth Individuals market. With this masterclass, you will get to learn top secret tips in combining legacy planning with financial planning, along with divorce planning from some industry leaders and gain understanding on all the different legacy planning tools such as -Wills / Trust / Power Of Attorney / Insurance and CPF nominations in details and also how to use these tools to enhance your client’s financial planning.
By you applying what you have learnt in this masterclass, your clients can be ensured of leaving behind a stronger Financial Legacy than before. You are going to make a big difference to your client and your clients are guaranteed to assign you a very Trusted position in their lives.
Event Info
Day 1 – Legacy Planning – Speaker : Darren Tan Zi Hong
- Wills / Trust / LPA- Concepts and Application to find opportunities and add value!
- Using Trusts to open Bigger cases.
- Understanding Probate and how to use Probate to open cases?
Day 2 – Divorce Planning Concepts – Speaker : Monalisa
- Understanding matrimonial asset
- Setting up Structures to separate asset from matrimonial asset
- Practical applications of how to package Insurance and ILP as solutions
Date & Time (Tentative)
- Date : Thu 21st – Fri 22nd September 2023
- Time: 10 AM to 5 PM
- Venue: “Only U Space” – 10 Anson Road, #31-06, Singapore, 079903
- Cost: $888
- Early Bird cost for 1st 30 pax : $688
Join us and learn to achieve faster MDRT, COT, TOT by closing more and bigger cases with the help of Legacy Planning!
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