- About Us
- Why CFP®
- CFP® Certification
- Events & News
- Contact Us
How can you assist your clients to sort out the complex wealth issues specifically in managing family dynamics on inter-generational transmission of wealth?
As the wealth of your clients increase, their lives become more “financially complicated”. Major decisions need to be made. Assets need to be preserved in a safe structure. They need a proper framework to be in-place to preserve the fruits of their labor and to ensure their labor of love are distributed to their descendants accordingly.
FPAS partnering with Azzarion Advisory to bring to you the seminar on “Introduction to Selling to High Complex Wealth Individuals (HCWIs)”.
Come and hear from the experts on how they have helped their HCWIs clients to free them and to protect their descendants from this financial complexities. Learn how to use the various tools and strategies to address the HCWIs concerns.
Sign up now for an exciting half day seminar on 24 August from 9.00 am to 1.00 pm.
FPAS Members enjoy a special rate @ $255 (regular fee is at $300).
The course is IBF-FTS Grant approved and for enquiry on funding:
Call Ms. Cecilia Lim at 6532 3233 (DID) or Email: firstname.lastname@example.org
Course Structure and Agenda
Session 1: Legacy Planning for HCWIs – by David Chee, Drew & Napier LLC
Session 2: Family Business Preservation Planning For HCWIs – by Isaac Low, Azzarion Advisory
Outline and Learning Objectives
Event date: Fri, 24 Aug
Online bookings are not available for this event.