⏰ 28 Aug 2024 ⏰ The Last 7000 Days & Beyond! (Holistic Estate & Legacy Planning) ➡️ Strictly for General Public 🍱 Registration at 6:15pm

Date: 28 August 2024
Time: 6:15 PM

The workshop held recently was a resounding success, with an overwhelming turnout that exceeded our expectations. 

Attendees expressed profound insights on financial planning for the future. Many emphasized the significance of understanding the life cycle planning approach, wealth management, and income protection, highlighting the importance of early retirement planning and securing assets across various avenues. The importance of securing enough survivors’ income was not to be underestimated. Setting up the right mechanism for family trust cannot be omitted.   

Key Takeaways:

1️⃣ 83% of attendees recognized the significance of a retirement trust in generating lifetime income.

2️⃣ Half (50%) valued trust structures for wealth preservation.

3️⃣ While 33% acknowledged the importance of intergenerational wealth, there’s room for further understanding.

The workshop emphasized the importance of planning early for retirement and exploring diverse wealth-saving avenues. The importance to have an estate plan is just as critical as having enough for their retirement years. It has undoubtedly ignited crucial conversations on securing financial futures. 

I’m highly encourage you to research these topics and take control of your financial future!

🤓🤓🤓 What’s next? 

To ignite another crucial conversations on securing financial futures? 

Here’s my invitation for our upcoming workshop. 

We eagerly anticipate your presence at our Workshop!
 
Limited slots are available, so act quickly and secure your spot by registering now!

Speakers

Hock Beng
Financial Advisory Director
Chew Hock Beng is a Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter & Chartered Family Office Specialist. He has community involvement experience and has held appointments like Honorary Treasurer & Exam Board Chair with Financial Planning Association of Singapore (FPAS), Education Sub-committee with IFPAS, PSG Chairman. Hock Beng is a certified IBF instructor with Financial Perspectives and an Adjunct Trainer with Falco Academy. Currently, he is managing a team of independent financial adviser representatives, providing training, mentoring & coaching.

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