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https://thenextbigmove.sg/

Legacy Planning Seminar

"The idea is not to live forever, but to create something that will"

14 Sep 2024
Excited to join us? Register your interest below, and get ready for an exclusive seminar experience! Once your seat is confirmed, expect a friendly text message to your mobile number. Don't miss out—secure your spot now!

Excellent speaker with many practical examples to illustrate key points in estate and wealth planning for individuals and family members. Thank you

Harold KwanHarold Kwan

Everyone can drown in information nowadays. These webinars save a lot of time researching, especially we don't actively research. I also have increased confidence when an expert talks instead of doing my own as they provide content and comparison. I'm Thankful these are free; makes me feel that we clients are being taken care of. Thanks a lot !

Christine V GChristine V G

Your Host

Leading the charge on 'The Next Big Move', Jasper brings over 6 years of experience as a Wealth Management Consultant, having assisted more than 150 clients to date.

 

Demonstrating a depth of expertise well beyond his years, Jasper has supported clients across various life stages, offering timely guidance and insights. He specializes in crafting financial plans tailored for young adults and families with children.

 

Jasper's approach to financial planning is characterized by its meticulous structure and methodical execution, ensuring that clients are guided through their financial journey with utmost precision and care.

Your Speaker

With over 25 years of experience in the Wealth Management Industry. Alan was a MoneySENSE speaker and invited speaker at many wealth management seminars for various institutions, private companies & public service organizations.

 

Alan was amongst the first batch of financial advisers to be conferred Chartered Financial Consultant, Chartered Life Underwriter, and Certified Financial Planner in Singapore.

 

He is currently a Senior Financial Services Director and head of Apex Private Wealth Management.

Don't forget to attend this seminar and receive exclusive benefits!

Complimentary Detailed Policy Assessment Report

Coupled with a consultation, the report provides tips for tax saving and premium control effectiveness

Discounts on Services by our extended Partners

Enjoy limited-time discounts and exclusive client promotions on extended services provided by our partners

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