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Investor Series: An Introduction to Estate Planning REUTERS

August 31, 2023

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WEBINARS

72 MINUTES

Estate Planning: Building a Legacy for the Future

December 21, 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.

ABOUT THE PRESENTER

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Wanda Beltran

Head, Accounts Management Division Metrobank

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Philippine News Worldwide News Rates & Bonds Equities Economy Investment Tips Retirement

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2024 Mid-Year Economic Briefing: Navigating the Easing Cycle

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Investing with Love: A Mother’s Guide to Putting Money to Work

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Investor Series: An Introduction to Estate Planning REUTERS

August 31, 2023

SEE ALL WEBINARS

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