Securing Generational Wealth

Securing Generational Wealth

Legacy planning with wills, trusts & financial tools helps protect assets, honor your wishes, and guide end-of-life decisions for loved ones

By Ken Oon, Certified Estate Planner, AEPP, CLPA.

Date and time

Sat, 31 May 2025 09:30 - 12:00 GMT+8

Location

HSBC Life Office

38 South Beach Road #02-11 South Beach Tower Singapore, 189767 Singapore

About this event

Estate planning is a vital step in protecting your assets and ensuring your wishes are carried out. Two key tools in this process are wills and trusts. A will allows you to specify how your assets should be distributed and name guardians for minor children, but it must go through probate—a legal process that can be lengthy and public. A trust offers more privacy, avoids probate, and allows for quicker, more controlled distribution of your estate.

To grow and preserve your estate’s value, it's important to leverage financial tools. These may include life insurance policies, retirement accounts, investment portfolios, and tax-efficient savings strategies. When used effectively, these tools can increase the value of your estate and help provide for future generations.

End-of-life planning is another essential aspect of a complete estate plan. This includes setting up healthcare directives, durable powers of attorney, and living wills to communicate your medical and financial preferences. Consider future healthcare costs, funeral arrangements, and how to reduce the burden on your loved ones. Planning ahead not only protects your legacy but also gives your family peace of mind during a difficult time.

Frequently asked questions

Is this is a physical workshop? Where is the venue?

This is a physical workshop to be held at 38 Beach Road Level 3 South Beach Tower Singapore 189767.

How long is the workshop?

The workshop starts on time at 10 am and ends at 12 pm. Registration starts at 9.30 am.

Which MRT station should I alight?

The nearest MRT station is Esplanade, followed by Cityhall. There is a bridge linking Suntec City at level 2 to South Beach Tower.

Where do I park? How much is the parking charges?

You may park at the South Beach Tower basement car park. Usually, B3 would have ample parking lots available. The charge for Saturday is $5 per entry from 6:59 a.m. to 6:59 a.m. the following day.

Why do we need your contact details?

We need your details to confirm your attendance and pre-registration with our office. Registering a ticket without the above information will result in cancellation or barring entry.

Can I register for more than one tickets?

Yes, you may register for more than one ticket, provided you update your guest's details in the form during registration or later by SMS/Whatsapping their full name, mobile number, email, and occupation to 96828231. Failing to do so will result in the cancellation of their tickets.

Why do I have to submit accurate personal details when booking tickets?

We require you to submit your full personal particulars as indicated on the form, which we will register with the building security for admission to our office. Any missing details will prevent you from entering our premises. Every attendee is required to submit individual particulars only.

Does securing a ticket confirm my seat for the seminar?

Securing a ticket does not confirm your seats for the seminar. Your ticket is confirmed only by verbal verification; please answer our call on this mobile number: 96828231. We reserve the right to refuse entry for repeated attendees or attendees in the same trade without giving reasons.

Can I just walk-in for the seminar?

Strictly no walk-in. Pre-registration is required.

Tags

Organised by

Ken Oon, Certified Estate Planner, AEPP, CLPA.

Welcome to our hands-on will writing workshop! In this interactive and informative session, we will guide you through the essential steps of creating a will, empowering you to take control of your future and ensure your assets are distributed according to your wishes.

Writing a will is a critical aspect of estate planning that often gets overlooked or delayed. However, it is a vital document that allows you to express your desires regarding the distribution of your property, care for your loved ones, and even designate guardians for your children. By attending this workshop, you are taking a proactive step towards securing the legacy you want to leave behind.

Led by experienced estate planning professionals, this workshop is designed to demystify the process of will writing. We understand that legal jargon and complex procedures can be overwhelming, which is why we have created an engaging and hands-on environment to simplify the concepts and help you navigate the intricacies of drafting a will.

During this workshop, we will cover a wide range of topics, including the key elements of a will, the role of executors and beneficiaries, the importance of updating your will periodically, and strategies for minimizing potential disputes. Our experts will also share practical tips and real-life examples to illustrate how different scenarios can impact your will and provide guidance on making informed decisions.

Moreover, this workshop offers a unique opportunity for you to actively participate in the will-writing process. With our guidance and support, you will have the chance to draft your own will, ask questions, and seek personalized advice tailored to your specific circumstances. By the end of the workshop, you will have a comprehensive understanding of the essential components of a will and a completed document that reflects your wishes.

Whether you are a young professional starting to accumulate assets or a seasoned individual looking to update your existing will, this workshop is designed to cater to a wide range of attendees. We believe that everyone should have access to the necessary tools and knowledge to safeguard their loved ones and ensure their assets are distributed according to their intentions.

We are thrilled to have you join us for this hands-on will writing workshop, where you will gain invaluable insights, practical skills, and the peace of mind that comes with having a well-crafted will. Let's embark on this journey together and empower you to take control of your future.

On Sale 10 May 2025 at 08:00