About this Event
Estate Planning Session
Why Attend? Estate planning and healthcare protection are often put on the back burner until it’s too late. Designed to be engaging, accessible, and practical, this in-person session equips you with actionable insights to safeguard your assets and health. Whether you are starting fresh or reviewing an existing plan, this is your opportunity to gain expert guidance, clear up common misconceptions, and walk away with conversation starters that make securing your future effortless.
What You'll Discover:
5 Common Estate Planning Mistakes You
Might Be Making
- Led by Youyi (Legacy & Estate Planning Specialist)
- Uncover hidden pitfalls such as single-beneficiary CPF nominations, choosing the right executors, lump-sum vs. structured distributions, percentage spillage, and missing asset schedules. Learn how to address these before they complicate your legacy.
Making Your Shield Plan Work, and Protecting What It Doesn't Cover - Led by Steve (Founder of Doctor Connect)
- Deep-dive into medical coverage realities, optimizing your Integrated Shield Plans, and bridging the critical protection gaps that standard insurance leaves behind.
Networking & Expert Q&A - Wrap up the session with open, no-pressure discussions. Ask your burning questions directly to our specialists, connect with like-minded individuals, and walk away with practical takeaways to secure your family's future.
Agenda
🕑: 12:30 PM - 01:00 PM
Registration
Info: Arrive, grab a seat, and network with fellow attendees before we kick things off
🕑: 01:00 PM - 02:00 PM
5 Common Estate Planning Mistakes You Might Be Making
Host: Youyi, Legacy & Estate Planning Specialist
Info: Uncover hidden pitfalls in asset structuring, CPF nominations, and wills, and learn how to secure your legacy properly.
🕑: 02:00 PM - 02:30 PM
Making Your Shield Plan Work, and Protecting What It Doesn't Cover
Host: Steve, Founder of Doctor Connect
Info: A deep dive into medical coverage realities, optimizing your Integrated Shield Plans, and bridging critical protection gaps.
🕑: 02:30 PM - 04:00 PM
Expert Q&A & Networking
Info: An open, no-pressure session to ask your burning questions directly to our specialists and connect with other attendees.
Event venue & nearby stays
HDB Hub East Wing, 480 Lorong 6 Toa Payoh, Toa Payoh, Singapore
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