Loading Events
This event has passed.

Legacy Day With GEN
What are the financial planning preparation needed before doing a will?

19 & 22 Aug 2023

Various Timing

GEN Office & ZOOM



Time to start doing your Wills or update your instructions? Attend this program to help you get ready before making the appointment with a lawyer or will writer to save you time and frustration that comes with being unprepared when you sit down with a Will writing professional.

The program will cover the following topics:

  • What is a Will?
  • Where does a Will fit in with your financial plan?
  • What are the financial planning preparation needed before seeing a lawyer or will writer?
  • Practical Tips and Considerations from a Financial Planner
  • Using the GEN Preparation Checklist For Will Writing

All participants will be eligible for a $50 discount voucher for a Personal Will with our Will writing partner Simply Wills.

Choose between In-Person Workshop or Webinar below:

19 Aug In-Person Workshop Details:

Date: 19 Aug 2023 (Saturday)
Time: 10 am to 11:30 am
Location: GEN Office

Please note that this workshop will commence if we have a minimum of 10 participants. Please fill up the form below and we will contact you for confirmation. 

Name *

Email *

Contact *

Occupation *

Your GEN Planner (If Any)

By providing your personal data in the field(s) above, you hereby consent to the collection and use of personal data to contact you, by way of telephone calls, SMS/MMS and emails for the purpose of attending to your enquiries. Please ensure that you are the user and/or subscriber of the telephone number(s) and/ or email address(es) provided. We dislike spam as much as you and will never rent or sell your information. By providing your personal data in the above field, you agree to the terms of use.

22 Aug Webinar Details:

Date: 22 Aug 2023 (Tuesday)
Time: 8 pm to 9:15 pm
Location: Zoom


GEN (GEN Financial Advisory) respect the privacy of all our clients and visitors and are committed to safeguarding the personal information you provided to us in accordance to the Singapore Data Protection Act.

For the event registrations, you will be requested to provide your personal particulars, which include but are not limited to the following:

a) Full Name

b) Contact details, including telephone number/s and/ or email addresses

Please note that GEN will send out “Email Confirmation”, Short Message Service (SMS), events / seminars and marketing via email to all registrants for all GEN events.

GEN may change, add, suspend, cancel, remove or otherwise modify the services offered, including event orders, on this website at any time without prior notice.

Should you wish to withdraw your consent from receiving events information, please contact us at events@gen.com.sg. All personal data held by GEN will be kept confidential, will not use and disclose to third parties.

Go to Top