You’ve worked hard for what you have – it’s time to protect it for the next generation.
Most people think estate planning is only for the wealthy, but that isn't the case. There are many things to consider when estate planning, such as who will inherit your assets, how your assets will be managed, and how your debts will be paid. Everyone can benefit from having a plan in place for what will happen to their belongings and loved ones when they die.
An ideal webinar for anyone who wants to get clarity on how you want your life’s work protected and passed on after you’re gone.
WHAT WE'LL COVER
Receive award-winning information from Shannon Smit, financial adviser and winner of Women
In Finance Financial Adviser of The Year 2021
and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. It’s free.
Registration is essential. Whilst this webinar is targeted to women, the content is appropriate for anyone aged 35+ who wants to know how to
protect what’s important without all the nonsense..
LIVE EVENT
3rd May 2024
Welcome to Mornington Peninsula's original pop-up pre-loved market with a difference. Fashion For A Cause is a not-for-profit
fundraiser event. Grab a fashion bargain or unique piece, wine with friends, bid on silent auction items, all to raise funds for Clothes
4U.Inc. All proceeds from the event including stall sales, ticket sales and clothing purchases on the night will be
double-dollar-matched and donated to Clothes 4U Inc.
ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.
In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This
webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and
secure your financial future.
ONLINE WEBINAR
9 August 2023 // 4:00 - 5:00p.m.
We invite you join this very special webinar with Jody Fitzgerald, Head of Institutional Portfolio Management at Morningstar, one of the
most well-known and respected investment professionals in Australia, to gain insights into the modern investing landscape.
ONLINE WEBINAR
27 July 2023 // 12:30-1:30pm
(ESG) considerations have become increasingly important for investors as they look to make investment decisions that align with their values
and have a positive impact on the world.
ONLINE WEBINAR
21 June 2023 // 12:30-1:30pm
Many people believe that if they have a valid Will they also have
an estate plan, but this is not so. While a Will outlines where the deceased individual's assets will be distributed, it does not
include various other documents and directives that are available.
LIVE EVENT
5 May @ 7 - 10pm
This exclusive and intimate fundraiser event is an opportunity to meet the makers behind Crittenden Wines, enjoy fine wine tasting,
delicious food, great company and bid on silent auction items, all to raise funds for Mental Health Safety Net.
