Hall 1
Business Succession
Leave More Than a Business — Leave a Plan
Succession Strategies with Insurance & Trusts for SME Owners.
Learn how SME owners can use insurance, trusts, and buy-sell agreements to manage ownership transfer, reduce liabilities, and secure the future of both family and business.
- Use insurance and trusts for smooth succession
Fund buyouts, pay off debts, and transfer ownership without disrupting operations. - Clear personal and business liabilities
Discover how planning tools can prevent your family from inheriting financial burdens. - Protect your legacy with structured agreements
See how buy-sell arrangements and trustee involvement ensure business continuity and fairness among successors.
Details
Time: 1:30 pm to 2:00 pm
Talk Duration: 20 minutes
Delivery Format: This talk will be conducted in person.
Mr Alan Wong
About the Speaker
Senior Estate and Succession Practitioner
Precepts Legacy Pte. Ltd.
Alan, a dedicated trainer, has immense passion for estate planning and has mentored numerous professionals to plan for their clients.
Through his deep understanding of estate planning, Alan has mastered the art of initiating conversations with clients, he seamlessly transitions into providing insurance as a solution to safeguard assets and ensure the smooth transfer of wealth.
Among his notable achievements, Alan secured a jumbo insurance case to fruition, which not only provided invaluable protection for the client but also earned Alan the significant qualification.
🎟️ Limited seats available — register now to secure your seat
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📅 Check out all the talks we’ve prepared!
Session 1, 10:00am to 12:40pm
Click on the title for details of each talk.
10:10am to 10:40am
10:50am to 11:20am
11:30am to 12:00pm
Session 2, 12:50pm to 3:20pm
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12:50pm to 1:20pm
1:30pm to 2:00pm
2:10pm to 2:40pm
Session 3, 3:30pm to 6:00pm
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3:30pm to 4:00pm
4:10pm to 4:40pm
4:50pm to 5:20pm
