By increasing your understanding of estate planning, you can offer integrated solutions and sound advice to your clients in all aspects of their financial plan. Attending this session will allow you to adopt a more comprehensive approach towards your client’s needs.
As a financial practitioner, have these thoughts occurred to you?
- I want to improve my knowledge of estate planning and be a better planner for my clients.
- I have attended this estate planning course but I am not sure how I can integrate what I have learnt into my planning.
What you really need, is a chance to learn from one of the best in the area of estate planning! With more than three decades of experience in the industry, Stephen Chew is a Certified Public Accountant and the Principal Consultant of Summit Planners. He is a renowned speaker and trainer in corporate risk management, retirement and estate planning, and has also authored five well-received books including “Estate Planning Relevant to Financial Advisors” and “Taxation Relevant to Insurance Practitioners”.
Join us at:
Estate Planning: A Must-Know for Financial Practitioners
Speaker: Stephen Chew
Date & Time: 13 November 2017, 3pm to 6pm
Fee: $50 per person (Usual price $300 per person)
Refreshments are provided.
Registration is closed.
Alternatively, you can email us at firstname.lastname@example.org or call 6579 8356.
* Reservation is needed.
** Please note that your seat to the Estate Planning: A Must-Know for Financial Practitioners is only reserved when our consultants have managed to contact you with a confirmation note.
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