Modern Estate Planning Forum
Advice delivered in the context of Estate Planning facilitates a deeper
relationship with your clients and their families, producing new income streams
and inter-generational relationships for you as the lead adviser.
Higher net-worth clients typically need a complete set of integrated
strategies to deal with present and future tax, to grow and protect their
future estate, to make sure that it goes where they want it to go, and to
provide them with an income that suits their lifestyle while they are still
around.
Key in-Depth Sessions
- Detailed mechanics of Estate Planning
- Best Practice Asset Protection Strategies
- Super & SMSF - rules and new strategies for wealthy estates
- New strategies for complex families
- Intergenerational wealth planning
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Plus Optional
Post-Conference Workshop - Details in the program
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