Estate Planning: What Do I Want to Leave in My Will?

Estate Planning: What Do I Want to Leave in My Will?
19 September 2024
THURSDAY
12:30 p.m.

Important Notice

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Event description

Planning for your Will and Trust for your Family: Pitfalls and Solutions

  • Do I need a Will or a Trust?
  • What are the factors to consider when distributing your assets?
  • How to prevent your money from being squandered away?
  • How to ensure that your young children are protected if both parents are not around?
  • How do you take care of your ageing parents?

Join us for this educational session where we will use the simple case studies to illustrate how to plan when you have questions like the above.

Empower yourself with the knowledge you need to make informed decisions about your own estate plan.

 

About the Speaker

Yulianto Adi Wiguno is an experienced Financial Planner CFP® and Estate Planner AEPP®.

With more than 14 years experiences in the financial space. Leading a team of professionals that specialised in consulting and planning for personal financial management his clientele comes from diverse background from High Networth Individuals to the Heartlanders. His passion in education and financial management has lead him to be an experiences speaker in many corporate events and community events.


Price Free
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