Talk (1 hour)
Objective
In this Talk, you will have an overview of the objectives and how to prepare an estate plan. You will also learn the different means of distributing your assets according to your wishes using a Will, CPF and insurance nominations.
Course Outline
- Objectives of Estate Planning
- Steps in Estate Planning
- The Means of Transfer
Who Should Attend
Those who want to know the steps in estate planning and the means to distribute assets according to a deceased’s wishes.
Other Language
Mandarin
Activity-Based Workshop (1.5 hour)
Objective
This workshop covers the objectives and basic steps in estate planning, as well as the different means of distributing your assets.
Course Outline
- Objectives of estate planning
- Steps in estate planning
- Wills
- CPF Nomination
- Insurance Nomination
Who Should Attend
Those who want to know the steps in estate planning and the means to distribute assets according to a deceased’s wishes.
Begin Your Financial Literacy Journey
To enrol for similar courses, you can do so via our e-learning platform Finlearn@Academy here, where free and user friendly e-courses are available for learning at your own pace and convenience. Alternatively, register here for our Free Upcoming Programmes for scheduled trainer-led online sessions.
If you are interested in free talks and workshops for your organisation’s employees, please reach out to us here.