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Investor Series: An Introduction to Estate Planning

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 peo
by Metrobank
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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
Head, Accounts Management Division
Metrobank
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Investor Series: An Introduction to Estate Planning | Wealth Insights