• Insurance Professionals: Financial advisory professionals looking to upskill in the legacy planning area.
• Newcomers: Individuals seeking to enter the insurance industry or expand their insurance-related education.

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

• Know the definition of legacy planning.
• Understand the financial planning aspects of legacy planning.
• Identity and understand the various tools for legacy planning.
• Analyse through case studies from the financial planning perspective.

Definition of legacy planning

• The difference between legacy planning and estate planning.
• The reasons for legacy planning.

The financial planning aspects of legacy planning

• Solvency and liquidity analysis of the client’s personal balance sheet upon demise.
• Identifying effective financial tools for legacy planning.
• Anticipating potential risks that legacy plan can give rise to.
• Case Studies.

How To Use Tools For Legacy Planning

• Wills.
• Statutory Nominations.
• Trust.
• Lasting Power of Attorney (LPA) and Advance Care Planning (ACP).
• Government Platforms.
• Case Studies.

Allen Lim is the founder of Advisers’ Harbour, a brand created under his company, Retirement and Inheritance Planning Consultancy Pte Ltd, to offer professional mentorship and joint fieldwork services to financial advisers in Singapore and Thailand.

He holds a unique position in the financial services sector, known for his expertise in technical knowledge, scenario-based analysis, and trend-focused case studies designed to support his stakeholders. Allen is the first financial adviser to be elected as president of the Asia Estate Planning Association (AEPA), and he is a prominent advocate for the Chartered Financial Consultant (ChFC®/S) program in Singapore. In 2021, he was awarded the prestigious IBF Fellow title, recognizing his leadership, thought leadership, and commitment to advancing the industry.

Full Course Fee: S$545.00 (incl. of 9% GST)

‍