Most Clients Have Multiple Advisors.
Only One Earns The Right To Guide Their Legacy.
A FREE in-person session for financial advisors who want to become that one —
with Darren Tan, TEP, ChFC, MBA(UK), who has structured over USD 200 million in trust assets and mentored 50+ consultants into legacy advisory.
đź“… Tuesday, 22 Sep 2026
đź•— 10:00am–12:00pmÂ
We are currently at full capacity. Join the wait list.Â
You've Seen Him Online.
This Time, It's In Person — And It's Complimentary!
Darren's case studies and frameworks already reach thousands of advisors online every week.
Direct access to him in a room, for two hours, working through client concerns, is rare!
And this session only exists because of Adviser Playschool's partnership with Darren, Finerty Academy, and GoalsMapper.
Have You Seen These Headlines?
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These aren't rare cases. They're what happens when legacy planning gets skipped, or done wrong — and most of your clients have no idea they're exposed until it's too late.
About Darren Tan
Darren Tan is a Senior Estate & Succession Practitioner with more than 14 years of experience in the wealth management and estate planning industry. Armed with an MBA from Manchester Business School, he also holds the Chartered Financial Consultant (ChFC®), Associate Estate Planning Practitioner (AEPP®), and Trust & Estate Practitioner (TEP®) qualifications — placing him among a niche group of practitioners in Singapore with expertise across financial, trust, and succession planning.
Since beginning his career in 2010, Darren has helped families and business owners safeguard their legacies, protect assets, and create enduring peace of mind through customised estate and trust solutions. To date, he has drafted more than 150 wills and structured over USD 200 million in trust assets.
A sought-after speaker and trainer, Darren has conducted workshops for SMEs, MNCs, and financial institutions, where he dispels misconceptions about estate planning and equips audiences with practical strategies. He is also a mentor to more than 50 financial consultants, guiding them to elevate their advisory careers through deeper estate planning knowledge.
Darren’s training style blends technical expertise with clear, relatable delivery. He believes estate planning is not just about documents, but about understanding personal stories and harmonising family relationships across generations. His guiding philosophy, “Plan, Prepare, Provide”, underscores his mission: to help individuals and families preserve wealth and harmony for generations.
What If One Illness Could Cost Your Client's Family $1.7 Million
— Even With An LPA Already In Place?
If your LPA appointment takes under 30 minutes, chances are you only walked through paperwork, not planning. A real case: husband and wife, both 50. If one of them is diagnosed with dementia tomorrow, here's what their family is actually choosing between:
Scenario A
Wife quits work to caregive for 10 years.
Total income loss: ~$1.7M
Scenario B
She keeps working, hires a helper.
Costs approach $1M, plus supervision risk.
Scenario C
Nursing home at $3,000/month for 10 years.
$360,000, often without subsidy.
None of these are good options.
And that's the real gap: an LPA tells you who makes decisions but it says nothing about how those decisions get paid for. That gap between "who decides" and "how it's funded" is where deals get lost, and where a proper legacy planning conversation turns into a bigger, better case.
In the session, Darren walks through exactly how to structure such funding conversation so your client's family never has to choose between bad options.
You Don't Need HNW Clients To Start
The biggest misconception advisors carry is that legacy planning is only for the ultra-wealthy. It's not. It's for anyone who wants to know their family will be okay — which is every client you already have.
A First Look At The Frameworks
The Impact Circle
The one question that reveals where a client actually wants to start.
Their Golden Goose
The one thing every client needs protected — different for every family.
Two Diagnostic Questions
"Have you done a Will? Have you done an LPA?" — instantly reveals whether you've earned a seat at the table.
What Past Participants Say
"Darren showed exactly how legacy planning conversations translate into opening cases and growing the business. These aren't just theory or abstract concepts. Participants walked out with frameworks they could use immediately to help their clients plan better and protect their legacy."
— Benjamin Ang, Director, Adviser Playschool
"I used to know my clients well financially, yet I couldn't go deeper into legacy planning because I didn't feel equipped. Today, the biggest shift was stewardship. Once I gained clarity and direction, I finally knew how to guide my clients with purpose."
— Legacy Planning Advisors Community member
Legacy Advisory Session
📅 Tuesday, 22 September 2026  · 🕗 10:00am–12:00pm  · In-person
· 💎 We are currently at full capacity · Join the Wait List
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SubmitOrganised by: Adviser Playschool
Supported by: Finerty Academy and GoalsMapper
*Terms and Conditions
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 Subject to change without prior notice.