• Life Insurance Advisors & Agency Leaders
• Financial Planners, Financial Advisor Representatives, and Bank Relationship Managers.
• Individuals seeking to deepen their understanding of PSNs and explore ways to aid them and their families more effectively will greatly benefit from this course.

At the end of the programme, participants should be able to:

• The implications of the increasing prevalence of PSNs in society.
• Understand the critical need for robust capital and liquidity planning for families with PSNs.
• Discern the distinctive features and benefits of the SNTC and private trusts, and how they can be effectively integrated for maximal impact.
• Learn about the Professional Deputies and Donees (PDD) scheme which aims to serve individuals, who may not have family members or close friends to rely on; to be their proxy decision makers.

• Special Needs Education in Singapore: Overview and current state of affairs.
• Understanding SNTC and how they help PSNs.
• How SNTC Trusts work.
• Merging private and SNTC trusts for enhanced benefits.
• Examining methods and strategies for robust financial planning for PSNs.
• Learn about the Professional Deputies and Donees (PDD) scheme.
• Actual case studies on planning for PSNs.

Keon Chee LLB (Hons) MBA is Founder and Executive Director of Riverside Trustees. He is a trust and estate planner who has worked with hundreds of local and international families on their estate planning and wealth management matters.

More on Keon’s background can be found here.

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Full Course Fee: S$163.50 (incl. of 9% GST)