Monthly Estate Planning Forum - Legacy Planning for Financial Advisors - 24th May 2023
Monthly Estate Planning Forum - Legacy Planning for Financial Advisors - 21st Jun 2023
This monthly estate planning forum is specially designed for Financial Advisors who wishes to penetrate Singapore's High Net-worth Individuals market. With this forum, you will get to learn 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 the forum, 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.
