Learn how to protect your money and make sure it goes to the right people, not the wrong ones!
👇Register the seminar with the link below:
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 & Limitation 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. Understand what are the limitation of a Will.
(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.
Kenny Loh is a distinguished Wealth Advisory Director (RNF# LKK300389588 Representing Financial Alliance) with a specialization in holistic investment planning and estate management. He excels in assisting clients to grow their investment capital and establish passive income streams for retirement. Kenny also facilitates tax-efficient portfolio transfers to beneficiaries, ensuring tax-efficient capital appreciation through risk mitigation approaches and optimized wealth transfer through strategic asset structuring.
In addition to his advisory role, Kenny is an esteemed SGX Academy trainer specializing in S-REIT investing and regularly shares his insights on MoneyFM 89.3. He holds the titles of Certified Estate & Legacy Planning Consultant and CERTIFIED FINANCIAL PLANNER (CFP).
With over a decade of experience in holistic estate planning, Kenny employs a unique “3-in-1 Will, LPA, and Standby Trust” solution to address clients’ social considerations, legal obligations, emotional needs, and family harmony. He holds double master’s degrees in Business Administration and Electrical Engineering, and is an Associate Estate Planning Practitioner (AEPP), a designation jointly awarded by The Society of Will Writers & Estate Planning Practitioners (SWWEPP) of the United Kingdom and Estate Planning Practitioner Limited (EPPL), the accreditation body for Asia.
Arrange for a non-obligatory one-to-one free consultation here!
You can join his Telegram channel #REITirement – SREIT Singapore REIT Market Update and Retirement related news. https://t.me/REITirement
If you need any financial advice, please contact kennyloh@fapl.sg
