Empowering estate planning: wills, trusts, LPA, CPF nomination, scam risks & legacy protection—clarity meets action.

Seminar Synopsis:

As Singapore’s population ages and personal asset portfolios grow more complex, timely and comprehensive estate planning has never been more critical. This seminar aims to raise public awareness and empower attendees to take decisive action through a structured Holistic Estate Planning framework—covering key pillars such as Will creation, Trust setup, Lasting Power of Attorney (LPA), and CPF Nomination.

Participants will gain insights into emerging challenges such as financial scams, cognitive decline, tax implications, and fragmented asset ownership. The session will explore how these risks impact estate planning and highlight how Trust structures can offer effective, long-term solutions to safeguard assets and intentions.

A key highlight of the session includes on-the-spot CPF Nomination checking, assistance to make an online nomination and as well witnessing, ensuring attendees leave with actionable progress toward safeguarding their legacy. This seminar is a call to action for responsible, forward-looking estate planning—anchored in clarity, protection, and peace of mind.

Seminar Agenda

• Navigating Estate Planning in a New Era Overview of emerging challenges and risks in legacy planning
• CPF Nomination: Dos and Don’ts Key guidelines and common pitfalls to avoid
• Trust, Will & LPA: Common Nomination Mistakes Clarifying misconceptions and improving structure in estate tools
• Overview of Estate Planning Services Practical solutions and support for long-term planning
• CPF Nomination Onsite Facilitation Hands-on assistance and witnessing for CPF nominations

Event Details

• November 8 (Saturday), 10am – 12:30pm GMT+8. Doors open at 9:30am
• 10 Collyer Quay Singapore, 049315, Ocean Financial Centre
• Free Admission. Registration is required.

Speakers

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 a double master’s 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.

Mr. Liang Weirong is a Senior Deputy Director in the Central Provident Fund Board. He is passionate in encouraging citizens to make their legacy plans and he is a frequent speaker at public forums and media engagements, including CNA’s Deep Dive podcast, where he offered clarity on complex issues such as CPF nominations and legacy planning. He led his team to roll out the revolutionary online nomination service that allow CPF members to make their nominations conveniently.

Mr Tan Check How has over 18 years of experience in trust and fiduciary services, with a focus on estate and legacy planning. He works closely with clients, advisers, and stakeholders across all wealth tiers to deliver tailored trust solutions. He has supported families throughout Southeast Asia, Greater China, and Europe, and is fluent in English and Chinese.