Synopsis:
Why do most people fail to leave a legacy after they pass on? Many financial professionals define legacy to be an insurance policy, a piece of real estate or a heirloom. Legacy planning then becomes valuables-centric, a process of preparing money for our loved ones and distributing through a will. In a society that increasingly focuses on instant gratification and self-entitlement, will your million-dollar inheritance truly be a blessing to your child?

The Leave a Heritage, not just an Inheritance workshop has been conducted for two years running and has impacted hundreds of workshop participants. Unlike many seminars on this topic, the workshop engages participants with its unique blend of activities, peer sharing and values-driven approach. Participants who attended with their spouses can also get to know each other’s preference and values better.

Hosted by our experienced speakers, Mr Derek Liang and Ms Kee Siew Poh, participants can discover for themselves at the end of the workshop,
• The relational and psychological aspects of estate planning
• The 3 common traps of a simple will
• Discover your unique legacy mindset
• “Values” or “Valuables” approach – which way?
• How to leave your loved ones a heritage, not an inheritance
• Starting out your 30-day legacy journey with our 7-step process