WEBINARS 72 MINUTES

Estate Planning: Building a Legacy for the Future 

November 8, 2022Presented by Metrobank

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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
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Wanda Beltran

Head, Accounts Management Division Metrobank
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