Effective and practical estate planning services are not being provided to the SME market and it is an area where so many of your clients need advice. Accountants and advisers play a critical role in educating and assisting their clients to put an effective estate plan in place. This is not the domain of just the wealthy. Clients who may need an estate plan include:
Clients wanting to ensure specific distribution to beneficiaries
Clients with more than $2 million in assets
Clients where care & maintenance of children is important
Clients with a small business Blended families
Clients with family tensions
Essential training for client facing advisers, financial advisers, tax consultants.
Sydney 11 March | Melbourne 19 March | Brisbane 24 March | Perth 31 March
6.75 FASEA CPD hours (FPA accreditation 20641)
Reference book included
Bring a calculator and jacket
2019 Sydney Estate Planning participant
Throughout the day we will walk you through the estate planning issues using case studies and examples. Part education, part process - our objective is to provide you with the practical approach and tools to deliver estate planning services to your clients. At the end of the day you should be better equipped to offer this advice with confidence.
Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for cancellations received 14 days or less of the event date under any circumstances. No credits are available less than 4 days prior to the event under any circumstances.
All workshop sessions
8.30am - 9.00am Registration
9.00am - 5.00pm Workshop