THE WOMAN SERIES // Peace Of Mind With The End In Mind

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Estate Planning:
Peace of Mind with The End In Mind

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

  • What is Estate Planning?
  • Asset Protection
    • What is it?
    • Successor Director
    • The Protector
  • Wills
    • What is a Will and why make one?
    • Assets that are and are not governed by a Will
  • Testamentary Trusts explained
  • Blended families
  • Power of Attorney
  • Tax Effective Estate Planning


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..


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