Money & You
Whether you are a working adult or an active retiree, everyone goes through life in four similar stages – Learning, Earning, Adjusting and Transiting (L.E.A.T).
Some of you are building a promising future, while others are enjoying the fruits of labour such as travelling or cultivating new hobbies. We recognise that even when things are running well, there are some who are concerned with the uncertainty stemming from an accident, a sickness due to mental incapacity or even an untimely death that could disrupt you and your family’s well-being.
To secure your future and wishes, learn how to write your own Life Succession Plan and Life Continuation Plan. Our team of professional and experienced speakers and practitioners can guide you through a systematic and organized way of planning with personal insights from their experiences.
Topic 1: Life Continuation Planning
Life Continuation Planning is about minimizing the uncertainty and suffering faced by our loved ones and ourselves when we cease to have the ability to give instructions, or to manage our daily affairs (both financial and personal matters) due to sickness, accident or old age. Learn about the problems faced by real people who did not have a Life Continuation Plan in place.
Participants will be acquainted with the various instruments available for planning where you can discover how active planning can help the family to achieve peace of mind today and for the future.
Topic 2: Life Succession Planning
Life Succession Planning focuses on executing your wishes for your assets distribution as well as preserving your family's values through future generations. By writing your will today, you will be penning your final love letter to your loved ones to be read and executed in the future.
Such planning prepares for the day when you can’t be there for them. It is an instrument for anyone with family and dependants. Without it, the distribution of your assets will be decided for you, and chances are you will not like the default plan.
James Sim, President, Estate Planning Council (Singapore) Pte Ltd
James is an Estate Planning Professional for 23 years. He is a certified Trust and Estate Planner (TEP) with the Society Of Estate Planning (STEP-UK) and a Certified Financial Planner (CFP).
Estate Planning Council is a network of Estate Planning Professionals from the 10 ASEAN countries and collaborates on Estate Planning matters with practitioners in six other countries namely China, India, Taiwan, Australia, USA and UK.
Keon Chee, General Manager, Rockwills Group Singapore He has many years of private wealth management, investment, insurance and training. He has Degrees in Law, Finance and Mathematics. He is the author of several books including Make Your Money Work for You (3rd ed) and Islamic Finance: Why It Makes Sense (2nd ed).
Keon is a lecturer, author and practitioner in matters pertaining to Wills and Trusts. At Rockwills, he oversees the management of client relationships, business development and operations in the areas of Estate Planning, Wills, Trusts and Corporate Services.
Keon Chee, General Manager, Rockwills Group Singapore
He has many years of private wealth management, investment, insurance and training. He has Degrees in Law, Finance and Mathematics. He is the author of several books including Make Your Money Work for You (3rd ed) and Islamic Finance: Why It Makes Sense (2nd ed).