About this Event
Do you really need a will? Is your CPF automatically distributed to your loved ones after you pass away?
Estate planning is about making clear, informed decisions on how your money, property, and CPF will be handled after you’ve passed on.
Join us for a practical session on estate planning in Singapore on 27 May Tuesday as MoneyOwl’s Senior Financial Literacy Trainer, Albert Tan CFP®, AEPP® covers:
- What happens to your assets upon death if you don’t leave any instructions
- The importance of writing a will
- Distribution of CPF, jointly held assets and insurance policies
- Key estate planning considerations for Muslims in Singapore
Whether you’re newly married, have children, or just starting to think about how your assets will be passed on, this webinar is for you.
If you have dependants, joint accounts, CPF savings, or a more complex family structure, this session will help you gain clarity and the tools to make informed estate planning decisions.
Sign up for our free webinar today!
Date: 27 May 2025 (Tuesday) | Time: 7:30 pm – 8:30 pm
About the Speaker
Albert Tan, Trainer & Specialist. Financial Literacy & Partnerships.
CFP®, AEPP®
Albert has over 5 years of experience in the financial services industry specialising in retirement planning.
He believes that every working adult should be empowered to make wise money decisions easily and confidently. And financial literacy is as important as a good education. Having served clients in various capacities from a personal banker to financial adviser representative, he understands that different people view money differently because of their personal and past experiences. He hopes to make financial planning digestible and actionable.
Albert is a Certified Financial Planner and holds a Bachelor of Commerce degree and a WSQ Advanced Certificate in Training and Assessment (ACTA).
Webinar Recording
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