Future-proof Your Estate Seminar

Future-Proof Your Estate

Discover how to safeguard your wealth and protect what matters most - your family’s future - with our comprehensive Future-Proof Your Estate webinar. Learn from industry expert Neil McCormick about critical financial planning tools and strategies.

Why Attend?

Estate Distribution:
Learn how to create a roadmap for wealth transfer by having a simple Will in place. What happens if you die without a Will. And how to effectively distribute your assets according to your wishes, ensuring a fair and smooth process for your beneficiaries.

Expert Insights:
Understand the intricacies of Wills, Trusts, Life Insurance and Lasting Power of Attorney (LPA), and how they form a comprehensive safety net for you and your family and/ or business.

Corporate Succession Planning:
Learn how to ensure a smooth transition for your business and cater for estate equilisation. Understand how insurance can play a role in protecting against the loss of a key person and provide business continuity.

Who Should Attend?

Business owners planning for the future of their companies.
Individuals looking to protect their family’s financial well-being.
Anyone interested in understanding the nuances of estate planning.

Future Proof Your Estate with Soteria Trusts

Join expert Neil McCormick to learn how to protect your wealth and family’s future. Understand key tools like Wills, Life Insurance Trusts, LPA, and strategies for estate distribution and corporate succession planning.

Who Should Attend?

Business owners planning for the future of their companies.
Individuals looking to protect their family’s financial well-being.
Anyone interested in understanding the nuances of estate planning.

Register Now & Future Proof Your Estate

Take control of your financial future. Reserve your spot now and gain the knowledge to make informed decisions.

Reserve your spot and take control of your financial future.

This event has finished. If you would like to learn about the next event please visit our Events page.

Date:	Wednesday, 20 July 2022
Time:	12:30 PM - 01:30 PM 06:30 PM - 07:30 PM Hong Kong Time
Format:	Zoom Webinar link will be sent to you

All attendees will enjoy a complimentary, no-obligation consultation with one of our experts to review your estate documents, such as a Will, and discuss your overall estate plan. We also offer exclusive discounts on estate planning document preparation and general insurance.

We can guide you through common mistakes and assist in ensuring your legacy is passed on as you wish for future generations.

If you have any questions about the seminar or would like further information, please contact us directly at info@soteriatrusts.com

If you join us, we’re excited to offer a complimentary, no-obligation consultation with one of our experts to review your estate documents, such as a Will, and discuss your overall estate plan. We also offer exclusive discounts on estate planning document preparation and general insurance.

We can guide you through common mistakes and assist you fully in preserving your wealth and ensuring your legacy is passed on as you wish for future generations.

If you have any questions about the seminar or would like further information, please contact us directly at info@soteriatrusts.com