Legacy Planning 101
Legacy planning is a crucial aspect of financial management that ensures your values and assets are passed down to future generations in a way that aligns with your wishes. It involves making thoughtful decisions about how to distribute your wealth, thus providing security and support for your loved ones. By engaging in legacy planning, you not only protect your lifetime accomplishments but also create a lasting impact that your principles and aspirations. Ultimately, it empowers you to leave behind a meaningful legacy that can inspire and benefit others for years to.
"The great use of life is to spend it on something that will outlast it"
- William James
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Register to learn about:
1. Lasting Power of Attorney & Mental Capacity Act
2. Differences between Will & Trust
3. Different types of trust - How to transfer assets to your beneficiaries consistent with your goals & objectives
4. What are the options to help preserve your assets during the transfer process
5. General approaches to managing wealth and estate planning with a long-term perspective
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Register now to receive a complimentary legacy report
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.
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He is currently a Senior Financial Services Director and head of Apex Private Wealth Management.
TESTIMONIES
From past attendees
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