Estate Planning is NOT Just for the Wealthy—It’s for Everyone! It’s for anyone who cares about their family’s future. Whether you own a home, have savings, or simply want to ensure your loved ones are protected, you need a proper estate plan in place.
What will happen to your loved ones if something unexpected happens to you?
❌ Without a proper plan, your assets could be frozen and take a long time to transfer.
❌ Your loved ones may struggle financially while waiting for legal matters to be settled.
❌ The law—not you—will decide how your wealth is distributed.
This exclusive seminar will equip you with the knowledge to:
✅ Secure your assets and ensure they are passed on according to your wishes.
✅ Avoid family disputes and legal complications.
✅ Write a proper will and LPA—essential documents everyone needs.
✅ Create estate liquidity so your family isn’t burdened with financial stress.
✅ Consider a trust if you have young children or elderly parents
🗓 Date and Time : 26 April 2025, 10am to 1pm
📍 Location: Raffles City Tower, 250 North Bridge Road #06-00, S179101
💰 Ticket Price: $198
🎁 Bonus: Free Will Writing ($488 Value) + 1-on-1 Estate Planning Consultation ($998 Value)
Register here: https://tinyurl.com/HWPEstateSeminarApr25
Who Should Attend?
✔️ Working professionals who want peace of mind about wealth distribution.
✔️ Parents and business owners looking to protect their legacy.
✔️ Anyone who wants to avoid unnecessary legal fees and delays for their loved ones.
💡 Your legacy is too important to leave to chance. Take action today and secure your family’s financial future.
🚀 Seats are LIMITED! This seminar will fill up fast—secure your spot now!
Register here: https://tinyurl.com/HWPEstateSeminarApr25
Speaker: Louis Koay, CFA, CFP
Louis Koay is the founder of Holistic Wealth Planners. He is a dual-licensed representative at Phillip Securities Pte Ltd. He is also a trainer at Dr Wealth. He graduated from the National University of Singapore with First Class Honours and he is a CFA charterholder as well as a Certified Financial Planner. Louis is the creator and trainer of the Personal Finance Fundamental Course, and the co-trainer for Intelligent Investors Immersive Program. He has trained more than 20,000 retail investors in analysing stocks and personal financial planning.
Speaker: Keon Chee, LLB, MBA
Riverside provides end-to-end estate and fiduciary services including wills, trusts, professional doneeship, LPA, corporate tax, accounting, local & offshore companies, estate and trust administration, family offices, pension plans and others. Keon wrote Planning your Will, Trust, LPA and more in which he collaborated with over 30 practitioners from over 12 countries. He believes that every person, whether wealthy or not, should have a will, trust and LPA.
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 43 advisors and we are collectively servicing more than 7,800 clients with over $500 million in assets under advisory.
Register here: https://tinyurl.com/HWPEstateSeminarApr25
For the webinar disclaimer, please read
https://hwp.sg/disclaimer-pdpa/