2023 Workshop – Legacy Planning for Financial Advisors

Inviting All Advisors & Financial Planners in Singapore: 🌟Enhance Your Closing Power and 2X Your Average Premium Sizes!🌟

2023 Workshop - Legacy Planning for Financial Advisors

Join us on 24th May 2023 for our next Monthly Estate Planning Practitioner’s Forum: “How Can Legacy Planning Help To Open Up New and Bigger Insurance Cases For You?”

At this forum, we collaborate and exchange insights to become more effective Estate Planners. Here’s a sneak peek at our May 2023 topics:
– Yunice Ooi: “Family Office 2023 Singapore Updates”
– Monalisa: “Family Asset Protection Against Matrimonial Asset And Divorce”
– Kelvin Ong: “Legal Issues that all FA reps need to know about Divorce Planning”
Our speakers are experienced practitioners with backgrounds in the Financial Advisory industry.

In this 3-hour 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.

Secure your spot now as space is limited!

Privacy & PDPA Policy Note: By submitting your information and contact details, you agree that we may collect, use and disclose your personal data as provided in this application form or (if applicable) as obtained by our organisation as a result of your membership, for the following purposes in accordance with the Personal Data Protection Act 2012 and our data protection policy.