Estate Planning in Portfolio Advisory

Course Outline

• How can Real Estate Professionals harness the benefits of Estate Planning?
• The ABCs of Wills
• How to use different Trusts for Portfolio Planning?
• Estate Planning for Muslims
• Estate Planning for the Affluent

Who should attend

All salespersons keen to get a deeper understanding of Wills and Estate Planning to value-add their services to clients

Venue

Date: 13 May 2019, 10am – 3pm

ERA @ Mountbatten Square (#03-01)
229 Mountbatten Road
Singapore 398007

Throughout his 14 years with CBRE, Calvin was responsible for over 70 local residential project launches and high profile local projects; including Marina One Residences, The Sail @ Marina Bay, Marina Bay Financial Centre (Marina Bay Residences), Ritz Carlton Residences, Reflections @ Keppel Bay and Nassim Park Residences.
The current ERA SGDD has marketed over 15 overseas residential projects from Malaysia, Cambodia, Vietnam, London and Australia, including The Nassim, Ho Chi Minh City Vietnam; Southern Marina Residences, Puteri Harbour in Johor Bahru Malaysia; DC Residency, Kuala Lumpur Malaysia; Axis Residences, Phnom Penh Cambodia; and Australia 108, Melbourne Australia.
Calvin is a consistent producer and a CBRE Excellence Award Winner for Residential Properties in 2013. In July 2016, he was appointed as Assistant Head of Operations and Compliance for CBRE Realty Associates. In November 2016, he was appointed the Key Executive Officer of CBRE Realty Associates. In this expanded role, he was in charge of operations, strategic planning for the company.