Guarding Your Wealth: Don’t Distribute your Assets to the Wrong People

Guarding Your Wealth: Don’t Distribute your Assets to the Wrong People

Synopsis: This seminar is designed for those new to the concept of estate planning. It aims to demystify the process of wealth management and asset distribution, ensuring your hard-earned wealth goes to the right people. We will break down complex jargon into simple terms, making the world of estate planning accessible and easy to understand. The seminar will cover the basics of asset distribution, the importance of having a will, and the role of trusts in protecting your wealth.

Key Takeaways:

1. Basics of Asset Distribution: Understand the fundamental principles of asset distribution and why it’s crucial to your financial planning.
2. Importance of a Will: Learn about the role of a will in estate planning and how it can help ensure your assets are distributed according to your wishes.
3. Trusts and Wealth Protection: Discover how trusts can serve as a tool to protect your wealth and provide for your loved ones.

Join us to gain valuable insights into estate planning and take the first step towards effectively guarding your wealth. No prior knowledge is required, and all are welcome.

# No Foods provided

Event Details:

· Date: July 20, 2024 (Saturday)

· Time: 10am to 1pm (Registration starts at 9:30am)

· Venue: 250 North Bridge Road #06-00, Raffles City Tower, 179101.

Seminar Agenda

· 1000: Estate Planning and Case Studies – Kenny Loh

· 1100: The Role of Trust in Estate Planning and Avoiding Pitfalls – Halyn Chai

· 1200: Estate Planning Services – Kenny Loh

· 1230: Q&A and Networking

Speakers Profile

Mr. Kenny Loh is a Certified Estate Planning Consultant and also a CERTIFIED FINANCIAL PLANNER (CFPTM). Kenny has more than 10 years in Holistic Estate Planning experience, using a unique “3-in-1 Will, LPA and Standby Trust” solution, to address his client’s social consideration, legal obligation, emotional needs and family’s harmony in his approach. Kenny has Double Master degree in Business Administration and Electrical Engineering, and also an AEPP (Associate Estate Planning Practitioner) jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of The United Kingdom, in collaboration with Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.

Ms Halyn Chai is the Executive Director of Phillip Trustee Pte Ltd. Her professional career spans over 19 years in the trust and corporate industries serving high net worth clients locally and abroad. Halyn also has wide experience serving in official regulatory capacities for both trust (under MAS regime) and corporate businesses (under ACRA regime), which enhances her knowledge of regulatory compliance while maintaining highest level of professional integrity and standards. Halyn is a full-time Trust & Estate Practitioner and also a full member of Society of Trust & Estate Practitioner (STEP) UK.

Host or Publisher Kenny Loh (mystocksinvesting)