WEBINARS 68 MINUTES

Investor Series: An Introduction to Estate Planning

September 1, 2023Presented by Metrobank

retirement-ss-3

Webinar Key Topics

6:11 Welcome Remarks
7:57 Anecdote about estate planning
13:00 Objectives of estate planning
15:24 Important considerations
20:09 Laws on inheritance
24:53 Taxes on your estate
28:05 Common estate planning tools
40:34 Some tips on doing estate planning right
42:59 Q&A
SEE MORE SEE LESS
OVERVIEW

In this webinar organized by the CFA Society Philippines, Wanda Beltran, Metrobank Head of the Accounts Management Division under the Trust Banking Group, shares some hard-earned lessons about poor estate planning and some tools and tips that can help people build an equitable legacy for their loved ones.

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
Read More Articles About:
MORE WEBINARS

How may we help you?

Search topics about wealth insights and investments.