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Fortis Estate Planning (Affiliate) Course

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Fortis Estate Planning (Affiliate) Course


Fortis Estate Planning (Affiliate) Course provides professional training and cutting-edge estate planning tools to supercharge your Financial Advisory work.
Everyone needs legacy planning and they are looking to you to guide and direct them in the right direction. Become their trusted advisor by leading them to family-friendly solutions to preserve, manage their wealth, and also to provide for their loved ones after they are gone.Topics that will be covered in the course:- Estate Planning- Advance Care Planning & Lasting Powers of Attorney- Will & Trust Planning- Executors v Trustees- Estate AdministrationComplete this course and join us as Fortis Estate Planning Affiliate. You will receive the necessary practical knowledge and you will also have access to the best estate planning tools to meet the unique needs of your clients and their families. 

By joining us as an Affiliate, you will receive:
- Top-notch training: Our trainings are conducted by legal and trust professionals- Solid expertise: We are backed by a law firm and a trust company- Simply refer: Our in-house full-time estate planners will see to it that your clients enjoy a professional         and proper estate planning experience- Fee sharing arrangements: We share a portion of the fees paid with you- Regular talks: We organize regular talks that you and your clients can attend- Technical workshops: We keep you updated on latest news and cases

Who should attend? (include but not limited to):

Financial Advisors
Financial Consultants
Insurance Agents
Personal Bankers
Private Bankers
Relationship Managers
Anyone who is interested!


How to join us as an Affiliate:
Attend 2 days of Wills, Trusts and Advance Care Planning training. We share relevant knowledge and case studies from our direct experience.
Subsequently, go through 0.5 days of assessment and to learn about our workflow processes. Candidates will have to pass an assessment to properly qualify as an Affiliate. We will then show you how and what to share with your clients.

Entry advice and cost:
The course fee is SGD600, which covers course materials and assessment fees. Participants who complete and pass the assessment will receive an invitation to join as an Affiliate.
Discounts are available for groups of 20 or more. Contact us for more information.
The annual fee for being an Affiliate is SGD88. Annual fee for the following year will be waived upon completion of 3 wills referrals or 1 trust referral.

Speakers' Profile:
Mr Patrick Tan
Patrick Tan is the founder and Chief Executive Officer of Fortis Law Corporation. His areas of practice include commercial litigation and arbitration, wealth management, and private client matters. He is a Notary Public, Commissioner for Oaths, a Fellow of the Singapore Institute of Arbitrators, as well as an accredited Associate Mediator, appointed by the Singapore Mediation Centre and the Primary Dispute Resolution Centre of the State Courts of Singapore.
He also currently serves as a Volunteer Mediator for Small Claims Tribunal, State Courts of Singapore, as well as State Courts-SMC panel of mediators for the Volunteer Mediator Programme (Magistrate Complaints).
Mr Keon Chee
Keon Chee is a Senior Consultant with FortisWills. In the past 10 years, Keon has worked in fiduciary services and licensed trust companies as resident manager, director and trust advisor. Having assisted hundreds of families with their estate plans, he realises that no single approach is the right one for everyone. 
He has a diverse education that brings added insight for his clients:

An LLB from the University of London 
An MBA from Columbia University (New York)
An MSc in Mathematics and Computer Science from Southern Illinois University


Date & Time: 14-15 Aug 2018, 9am-5.30pm16 Aug 2018, 9am-12.30pm
Venue:To be confirmed
Contact us for enquiries:Samuel/Eileen+65 6532 Mzg0OGVucXVpcmllcyB8IGZvcnRpc3dpbGxzICEgY29tICEgc2c=



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