Normal price: $40 per attendee.
Early bird: $30 per attendee (if register by 1 June 2013).
Get further 20% discount for group registration / client* of Promiseland.
The above is a real story in which Mdm Xiao's problem could have been solved if her husband wrote a valid and proper Will. Unfortunately, a recent survey found that 80% of parents have not written their Wills. However, did the remaining 20% wrote a proper Will? There is vast differences between a valid and a proper Will. Do you know that a Will can be valid but not proper?
Come to this seminar to understand the kind of risks and dangers you will be putting your family in if you do not have a proper Will. In this seminar, Wilfred Ling will also introduce the concept of testamentary trusts and how to use these to protect your children from the unforeseen circumstances.
About the speaker
Wilfred Ling is the FA Associate Director with Promiseland Independent Pte Ltd. He is a CFA charter holder and Chartered Financial Consultant® providing comprehensive financial planning. As an ISO 22222 (SCI) certified person, his work has been externally audited in relation to his financial planning process, ethics, competency, experience and thus adheres to the International Standard for financial planning.
He is also a Rockwills Estate Planner with Rockwills Corporate Pte Ltd.
To date, a significant number of clients have engaged his services as an independent consultant on an on-going basis to advice them on all areas of wealth management such as tax planning, estate planning, investments and risk management and thus empowering them to make informed decisions. His clients come from all walks of life such as:
Business owners, IT managers, IT consultants, teachers, engineers, students, retirees, directors, radiographers, airline cabin crews, actuarial consultants, vice-presidents (banks), accountants, restaurant supervisors, weather forecasters, National Servicemen, editors, police officers, veterinarians, R&D engineers, prison officers, laboratory technologist, risk management (banks), QA/Process Managers, analysts, salespersons, contractors, civil engineers, pharmacists, legal counsels, commercial pilots, salvage divers, auditors, housewives, finance managers, university lecturers, tax consultants, chief financial controllers, doctors, IFA investment specialists and financial advisers (- yes, even financial advisers seek financial advice from him!).
His success in the comprehensive financial planning practice is attributed to his unique advisory practice of providing objective advice and planning due to primarily being remunerated directly by clients through fees. Many young families have been attracted and benefited from his unique approach to wealth management as they continue to retain their existing private banking relationship managers and financial advisers for product transactions and yet are assured of obtaining objective advice from him.
Wilfred is also a regular writer for financial magazines and other online portals such as CPF Board’s IM$avvy primarily in areas of wealth management with topics relating to the mass affluent young families.
Currently, he is a member of the CFA Institute, CFA Singapore and a representative member of the Association of Financial Advisers (Singapore).
About the Companies
Founded in 1986, PromiseLand became Singapore's first independent life insurance broker in 1991 bringing clients choice of products from, not one, but the majority of the life insurance companies. From being a pioneer, we progressed to become the champion for independent financial planning and advice - providing our valued clients with objective advice and wide choices for their financial needs.
Currently one of the leading Independent Financial Adviser (IFA) companies in Singapore, PromiseLand has one of the most comprehensive business platforms and a qualified team of advisers and planners commited to putting clients' interest first. Our business platforms include financial planning, life insurance, general insurance, unit trusts, bank loans, tax planning and wills and trusts. PromiseLand adopts a multi-disciplinary financial planning approach and provides services and products from life insurance companies, general insurance companies, fund managers, banks and specialist lawyers and tax consultants.
Rockwills Corporation Pte Ltd is a member of the Rockwills International Group with operations in Malaysia and Singapore.
Rockwills Corporation first started in Malaysia to provide personalised Professional Will Writing and Custody Service. As at Feb 2010, more than 100,000 wills have been completed. To date, it is the clear market leader and No. 1 Professional Estate Planning company in the region.
The company’s core business is providing Professional Will-Writing and Professional Will Custody through the appointment of Rockwills Estate Planners. Trust Services are provided by its affiliate company Rockwills Trustee Ltd.
FAQs
I am a foreigner, will the seminar be relevant to me?
This seminar is only meant for those who are either a Singapore citizen or a permanent resident.
I am a Muslim, will the seminar be relevant to me?
This seminar is only meant for those who are not subject to the Muslim law.
Where can I contact the organizer with any questions?
You can email to
This email address is being protected from spam bots, you need Javascript enabled to view it
.
Is my registration/ticket transferrable?
Yes it is transferable. Use this page to transfer: HERE.
Can I update my registration information?
Yes, use this page to update the registration information: HERE.
What is the refund policy?
7 or more days prior to the seminar: full refund.
6 or less days prior to the seminar: no refund.
There is no refund for 'no-show'.
What if the event is cancelled?
If the event is cancelled for whatever reason, a full refund will be made.
*Can I sign up as "client" to get 20% discount if I am not the speaker's client?
If you have been asked by a financial adviser from Promiseland Independent Pte Ltd to attend this event, you can sign up as 'client'. However, you should indicate the name of this finanical adviser during the registration process so that he or she will follow-up with you if you have any queries after the seminar.
