What is Family Wealth and Distribution Planning

1
Family Wealth and Distribution Planning
(incorporating Retirement Planning)

• What is Family Wealth and Distribution Planning?
• This concerns itself with the transfer of a
  persons assets from his generation to the next
  generation. It is also known as Estate Planning .
• Who is it designed for?
• This is designed
• For those who are still young and are
  responsible for their dependents financial well
  being.
• For those who are older and who have been
  successful in building substantial personal
  estate and are concerned about Assets
  Preservation.
• What are the benefits
• Helps minimize Estate Duty Tax.
• Ensures that the maximum value of your assets
  will ultimately end up in the hands of your
  family.
• Your family will get your assets with minimum
  delay and confusion.
• Your children will not get their hands on your
  assets until they reach the maturity to deal
  with them.
• Profile of the Speaker
• Mr Joseph Rozario is a member of the panel of
  speakers at Manulife Financial. Holding an MBA,
  he has several years of experience in the
  financial industry in capacities ranging from
  senior trader to CEO. Now as a senior consulting
  advisor in Manulife, he shares his wealth of
  experience through personal consultation and
  public seminars. Rozario specialises in the field
  of Estate Planning for High Net Worth
  individuals.

on Wednesday 20th April
2005 from 12.15 pm 1.30 pm, at Staff
Clubhouse, Aquarius Room Free for all Members
Spouse Members 2.00 charge for
Non-Members Light Lunch will be served after
the Talk Limited to 50 persons. Register Now as
seats are limited
2
Retirement Planning

• This talk will
• Highlight the urgency of Pre-Retirement
  Planning to ensure retirement funding,
  adequacy of maintaining a comfortable
  retirement lifestyle, and its related
  repercussions if it is not done.
• To show how the Magic of Compound Interests
  can work significantly in your favour, if
  given enough time to materialise.
• When and How you can initiate a Prudent
  Retirement Plan within your comfortable budget.

Talk on Family Wealth and Distribution Planning (
incorporating Retirement Planning ) 20 April
05 To Club Executive Limited to 50
people NUS Staff Club Name
_____________________________________ Tel
_______________________ Dept
___________________ Membership No ___________
Signature ___________