HomeU3A: Events — Past Public Talk- Transferring your wealth to younger generations (Zoom)

Past Public Talk-Transferring your wealth to younger generations (Zoom)

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Event Information


Many of us are part of a generation that transfers the most wealth to the next generation. In the United States, baby boomers (born between 1944 and 1964) are expected to transfer some $30 trillion in wealth to to younger generations. How to invest and save well is an important part of estate planning.  An expert of estate planning, Bernard Chan will take us through the following questions:

  1. What Is An Estate Plan?
  2. What Is Needed?
  3. What If I Don’t Do It?
  4. What Does It Cost?

Event Details

Date: 20 May 2023
Time: 2:30pm - 4:00pm
Mode of Instruction: Online via ZOOM
Language: English
Fee: Admission is free


Mr Bernard Chan

Bernard helms a team of investment advisors rendering wealth advice to private individuals and beneficiaries of trust funds. His diverse background as a former civil servant and a SAF scholarship holder allows him to maintain his investment practice with a professional and ethical focus. Beyond investments, Bernard is a trained grief counsellor. He is an estate planner and manages trust funds for Special Needs families. Outside his working hours, he shares his experiences as a special-needs parent and volunteers as board members of various community agencies.

Moderator: Prof Vincent Chong
visiting consultant in the National University Health System


Registration is required. Admission is free.

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