LEGACY PLANNING 101

"The great use of life is to spend it on something that will outlast it" - William James

Lasting Power Of Attorney & Mental Capacity Act
Differences between Will & Trust
Different Types of Trust - How to transfer assets to your beneficiaries consistent with your Goal & 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

Limited slots available.

ABOUT THE SPEAKER

Mr Alan Tang

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.

TESTIMONIES

From Past Attendees

Karen W

This has been really comprehensive. I have attended a few webinars on Legacy Planning. But none have provided as genuine in experiences and shared relatable scenarios as you

Jeanette P

Alan is very spot on in the way he articulated concerns we should have in our personal planning... very engaging even thru a webinar!

Tay B L

"Thanks Alan for a very sincere teaching and sharing with us many real case studies to educate us the importance and urgency of doing our Will and LPA. Indeed, a very relevant and critical planning to protect our wealth and loved ones before we exit here to a better plan eternally"

Audrey P

Alan Tang is an excellent presenter. His content is rich, easy to understand and highly practical."

REGISTER

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