About this Event
Estate planning isn't only for the wealthy.
If you have savings, CPF, insurance, investments, a property or people you care about, having a proper estate plan matters.
Join us for an easy-to-understand introduction to estate planning.
What You'll Learn
• Why estate planning matters
• Will vs nomination — what's the difference?
• CPF nominations and insurance nominations
• What happens if you pass away without a will
• Common estate planning mistakes families make
• Key areas to review as part of your wealth distribution plan
Who Should Attend?
Suitable for adults of all ages, especially individuals with families, dependants, property or accumulated financial assets.
Free admission | Limited seats
📍 Phillip Investor Centre Lite
Blk 131 Jurong Gateway Rd #01-251(L)
J CONNECT Singapore 600131
Beside Jurong East Central FairPrice
Planning isn't only about building wealth. It's also about making sure it goes to the right people.
For educational purposes only. Information shared should not be regarded as legal advice.
🎉 Every attendee will receive one chance to enter our Year-End Grand Lucky Draw.
Hosted By Holistic Wealth Planners
As our name suggests, Holistic Wealth Planners is a team of financial advisors whose planning philosophy encompasses wealth protection, wealth accumulation and wealth distribution, not as separate categories but as an integral process of the overall financial journey throughout our clients' lifetime. We are a financial advisory team from Phillip Securities Pte Ltd. Our team has more than 60 advisors and we are collectively servicing more than 38,000 clients with over $680 million in assets under advisory.
For the seminar disclaimer, please read
https://hwp.sg/disclaimer-pdpa/
Event venue & nearby stays
Phillip Investor Centre Lite - Jurong East, Jurong Gateway Road, Jurong, Singapore
Concerts, fests, parties, meetups — all the happenings, one place.