fbpx
https://thenextbigmove.sg/

Legacy Planning Seminar

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

8 December 2022
Register your interest below, You will receive a text message to your mobile number upon confirmation of your seat in our seminar.
19 November 2022
Register your interest below, You will receive a text message to your mobile number upon confirmation of your seat in our seminar.

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

Spearheading 'The Next Big Move', Jasper has been a Wealth Management Consultant for 5 years and has helped over 150 clients to date.

 

Equipped with knowledge and experience beyond his age, Jasper accompanied clients through different life stages and provided timely advice. Jasper specializes in planning for young adults, and families with children.

 

Jasper's belief in financial planning is structured, and methodical, and guides clients' financial journey with the highest level of detail.

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

Reserve your seat before it's gone

Quick Links

Find out more

I want to receive updates

Thank You, we'll be in touch soon.

Copyright The Next Big Move. Made by Web Rat Consulting.