Retirement Planning 101
Protect your assets and your future generations.
Secure your today, and your children's tomorrow.
While we spend most of our life working towards a legacy for our loved ones, we do not spend enough time planning how it should be conveyed to them.
What you'll learn in this webinar:
- Differences between a Trust and Will
- Different Types of Trusts - How to transfer assets to your beneficiaries consistent with your goals and objectives
- How to protect your lifetime accomplishments from leakages in the transferring process
- How to enhance your wealth and create an immediate estate that will last generations
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About Marv
Marv is a well-versed financial planner who has been in the financial industry for a decade.
His focuses are empowering his clients with the knowledge to improve their financial literacy.
Marv's mission is to understand his clients and provide them with personalized services, from investments, insurance, to legacy planning. His clientele comprises of mainly mass affluent, SME business owners and professionals.
Today, Marv works primarily through personal introductions from his clients who continuously refer their friends and people around them to him.
Accreditations:
Associate Estate Planning Practitioner®
Associate Wealth Plannerᶜᴹ
Million Dollar Round Table (MDRT)