Managing personal wealth and assets can be challenging for most people, let alone deciding what happens to that wealth after their passing on. In addition, people lead hectic lives in time-scarce and fast paced Singapore; planning for long-term goals like retirement or wealth accumulation take a back seat to more immediate daily needs.
Here is where your expertise as a financial planner comes into great use. By helping to map out a bigger picture, you can help people achieve their ultimate goals. One of the most necessary tools to have as a financial planner is the knowledge of estate planning. It primarily comprises the creation of a will, LPA and AMD as well as appointing an executor of the estate; for high net worth individuals it may also entail the creation of a trust. In a multi-cultural society such as Singapore, it is also vital and useful to stay updated on the details of Muslim estate planning.
Don’t miss out on this great 4-day workshop where you can pick up estate planning knowledge and also complete 22 hours of your CPD requirement!
Overseas Workshop: Estate Planning
Dates: 2 – 5 March 2017, Thursday to Sunday
Time: 8.30am to 5pm
Fees: $1700 (inclusive of accommodation on twin sharing basis)
Don’t miss this great opportunity to value-add to your skill-sets and attract new clients!
Sign up now to avoid disappointment as places are limited!
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