Summit Planners

04/09/2026

What happens to your property when you have an outstanding loan after your demise?

Join Stephen Chew, Principal Consultant at Summit Planners, for a Will Planning seminar and learn how outstanding debts are handled, so your estate can be administered according to your wishes.

📅 16 September 2026
🕕 6:00 PM – 9:00 PM
📍 Keppel South Central, Level 4, Diamond & Quartz Room
10 Hoe Chiang Road, S089315

Light refreshments will be provided.
🎟️ Limited seats available. Register today: https://events.summitplanners.com/will/?code=SPFB&slot=5

EstatePlanning

28/08/2026

What happens when your Will leaves your loved ones facing difficult decisions after you're gone? 🤔

From choosing the right people to carry out your wishes to ensuring your assets are handled as intended, the details matter. Join our Will Planning Seminar to plan with confidence.

📅 16 September 2026
🕕 6:00 PM – 9:00 PM
📍 Keppel South Central, Level 4, Diamond & Quartz Room
10 Hoe Chiang Road, S089315

🎟️ Save your seat: https://events.summitplanners.com/will/?code=SPFB&slot=5

25/08/2026

What happens to your assets when you're gone? 📝

Join us at our Will Planning Seminar and learn how a Will can help set out your wishes, provide direction for your loved ones, and avoid uncertainty in the future.

📌 Seats are limited. Register today: https://events.summitplanners.com/will/?code=SPFB&slot=5

21/08/2026

Planning to retire soon? 🌴🤔 Before you count down to your last day at work, take a closer look at what your retirement will actually cost.

Healthcare, inflation, a longer lifespan, monthly income, and the lifestyle you want can all add up. The sooner you factor them in, the clearer your retirement picture becomes.

Ready to plan for the retirement you want? Speak with us today. 💬

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

18/08/2026

Have you made a plan for your CPF savings beyond simply making a nomination? 🤔

Understanding how CPF Nomination works is only one part of the picture. Explore how Summit Legacy Trust can complement your CPF planning and help ensure your wealth is managed according to your wishes.

📅 Learn more at our CPF & Trust Planning Seminar. Limited to 100 seats. Register today: https://www.summitplannerscluster.com/campaigns/cpf-seminar-20260912?code=SPFB

16/08/2026

Thank you to everyone who joined us for our Divorce and Your Financial Future Seminar. 💙

Divorce can bring uncertainty, especially when it comes to financial decisions. We hope the session offered helpful insights to navigate this transition and plan for a more secure future.

Whatever chapter you're in, thoughtful financial planning can help you move forward with greater clarity. If you need guidance, we're here to support you. Let's talk.🤝

14/08/2026

Thank you to everyone who joined us for our Trust Planning Seminar. 💙

Together, we explored how proper trust planning can help protect your assets, provide for your loved ones, and ensure your wealth is managed according to your wishes, both now and for generations to come.

If you haven't started your trust planning journey and would like guidance on it, we're here to help. Connect with us today. 🤝

09/08/2026

As we celebrate National Day, we're reminded that Singapore's greatest strength has always been its people. Today, we celebrate the resilience and shared spirit that continue to shape Singapore.

Here's to celebrating how far we've come and looking forward to the future with hope. Wishing everyone a Happy National Day! ❤️🤍

31/07/2026

Retirement is one of life's biggest milestones, but being ready involves more than reaching a savings target. It's about having a plan that supports the life you want to live for years to come. 💙

Taking the time to prepare today can give you greater confidence and peace of mind for tomorrow. If you're planning for retirement, Summit Planners is here to help with a personalised financial plan. 🤝

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

29/07/2026

Trusts are no longer just for the ultra-wealthy. More Singaporeans are exploring trust planning as a way to protect family wealth, provide greater control over how assets are distributed, and preserve their legacy for future generations. 💙

Want to learn why more families are considering trust planning? Read the article here: https://www.summitplanners.com/plannings/why-more-singaporeans-are-rethinking-trust-planning/

Disclaimer

The information provided is for general information only and does not constitute financial advice. While we have taken care to check the source of the information, we cannot guarantee that the information is accurate, complete, or will suit your individual financial needs. You are advised to seek professional assistance.

Retirement is often associated with financial security and stability. Plan and ensure that a longer life remains a secure and fulfilling one!