Exclusive Client Event:
Legacy Day With GEN – What are the financial planning preparation needed before doing a will?
27 & 30 May 2023
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:
27 May In-Person Workshop Details:
Date: 27 May 2023 (Saturday)
Time: 10 am to 11:30 am
Location: GEN Office
Exclusive and complimentary event for existing clients of GEN. Please contact your GEN Planner to register your interest in the workshop.
30 May Webinar Details:
Date: 30 May 2023 (Tuesday)
Time: 8 pm to 9:15 pm
Exclusive and complimentary event for existing clients of GEN.
IMPORTANT NOTES FOR WEBINARS/SEMINARS/WORKSHOPS
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.
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