Estate Planning Talk Show
”Life is a journey that starts and ends with family. We are here to help you to provide certainty to your family when uncertain events happen.”
Due to an overwhelming feedback from last estate planning workshop, we are glad to be invited by First Light Estate Planning to present a Live Estate Planning workshop via Zoom, Xiao Hong Shu and WeChat Live.
The session will be hosted by Mr Samuel Tan, Legal Counsel and Founder of First Light, who has crafted more than 5000 Wills for families, and joined by Mr Dexter Koh, Head of Alpha Private Wealth Advisory (APWA), to answer your questions about estate planning from legal and financial perspective.
Event Details
Date: 16 November 2022
Time: 8:00pm - 9:30pm
Venue: Zoom & Xiao Hong Shu Live & Wechat Live
Event Highlights
8:00pm - 8:15pm Intro to First Light Estate Planning and APWA: Role of a legal counselor and financial adviser in helping you with your estate planning
8:15pm - 8:45pm Q&A
8:45pm - 8:50pm Break
8:50pm - 9:20pm Panel Discussion
9:20pm - 9:30pm Lucky Draw & Giveaway
Registration
First 10 sign ups will get a FREE gift. T&Cs apply.
Click the button below to sign up!
Hosts
Samuel Tan, LL.B (Hons)
STEP, Certificate in Trust Services, Legal Counsel
Samuel Tan is the Legal Counsel and Estate Planning Specialist of First Light Estate Planning Pte Ltd, an estate planning company that aims to provide estate planning, wealth protection, and business succession solutions rooted in strong values. Prior to his current position, Sam has crafted more than 4000 wills and was the Deputy Head of the Legal Department in a licensed trust company with more than 700 estate planners. He is committed to helping families understand that the foundation of estate planning is not just about getting your final intentions documented, but also appreciating the value of proper planning for you and your loved ones.
Guest Speaker
Mr Dexter Koh, MBA, CFP®
Dexter is an Executive Financial Services Manager, and he currently heads the Alpha Private Wealth Advisory (APWA) Unit in Alpha Wealth Group (AWG), an alliance representing PIAS Pte. Ltd. APWA is an awarding winning top unit in AWG and has produced 4 MDRTs in 2022 alone.
He has a Master of Business Administration (Dean’s List) from SMU and is currently pursuing the Chartered Financial Analyst (CFA®) program. He also has a Specialist Postgraduate Diploma from NIE in Learning and Instruction. He is a Certified Financial Planner (CFP®) and is also a certified Singapore Accredited Mortgage Planner (SAMPTM).
Click here to read more on Mr Dexter Koh.