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The Gist
News and Features
Global Philippines Fine Living
Insights
INVESTMENT STRATEGY
Economy Stocks Bonds Currencies
THE BASICS
Investment Tips Explainers Retirement
Webinars
2024 Mid-Year Economi Briefing, economic growth in the Philippines
2024 Mid-Year Economic Briefing: Navigating the Easing Cycle
June 21, 2024
Investing with Love
Investing with Love: A Mother’s Guide to Putting Money to Work
May 15, 2024
retirement-ss-3
Investor Series: An Introduction to Estate Planning
September 1, 2023
View All Webinars
Downloads
economy-ss-9
Economic Updates
Quarterly Economic Growth Release: 5.4% Q12025
May 8, 2025 DOWNLOAD
investment-ss-3
Economic Updates
Policy rate views: Uncertainty stalls cuts
May 8, 2025 DOWNLOAD
grocery-2-aa
Economic Updates
Inflation Update: BSP poised for a string of rate cuts as inflation cools
May 6, 2025 DOWNLOAD
View all Reports
WEBINARS 72 MINUTES

Estate Planning: Building a Legacy for the Future 

November 8, 2022Presented by Metrobank

webinar-thumb-1108

Webinar Key Topics

1:45 Welcome Remarks by Lizette Perez, Head of Private Wealth Division
8:04 What estate planning is all about
19:06 Common estate planning tools
33:25 Trust solutions for estate planning
56:55 Question and Answer with Wanda Beltran and Atty. Jaz Bilasano, Head of Account Servicing Department 2
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OVERVIEW

In this webinar, Wanda Beltran, Metrobank Head of the Accounts Management Division under the Trust Banking Group, gives tips on the right way to do estate planning to help high net worth clients build a legacy for the people they care about.

Metropolitan Bank and Trust Company is regulated by the Bangko Sentral ng Pilipinas (BSP). For any inquiries and complaints relating to Trust Products and Services, you may call our hotline at (632)88-700-700 or send an email to customercare@metrobank.com.ph. You may also file complaints at BSP Financial Consumer Protection Department at (632) 8708-7087 or consumeraffairs@bsp.gov.ph. To know your rights under BSP Circular No. 857 (Regulations on Financial Consumer Protection), please access a copy at the BSP website (www.bsp.gov.ph).

ABOUT THE PRESENTER
wanda-beltran-webinar

Wanda Beltran

Head, Accounts Management Division Metrobank
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