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9am to 5pm, Monday to Friday

Robina, Gold Coast

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Estate Planning Seminar

September 13, 2023 //  by RP Partners

Date/Time
Date(s) - 13/09/2023
10:00 am - 12:00 pm

Location
Palmer Colonial Golf Course

Categories

  • Free Education


Join Retirement Planning Partners, along with the Bell Legal Group for a FREE Estate Planning Seminar which will discuss many important issues that effect pre and post retirees today.

Have any of these things happened in your life since you last reviewed your estate planning?

  • New marriage creating blended family.
  • Divorce
  • Commenced a relationship.
  • The birth of a child
  • The death of a proposed beneficiary
  • Changes in proposed beneficiaries’ circumstances, eg becoming insolvent, losing mental capacity, obtaining a means tested pension, in an unstable relationship, demonstrating spendthrift tendencies, change in financial and taxation status.
  • Your little ones are not so little anymore.
  • Potential disputes between beneficiaries.
  • Commencing a Self-managed superannuation.
  • Your spouse, your executors, your attorneys are suffering from cognitive decline and dementia.

We are about to witness the largest transfer of wealth in history as the current generations pass their assets to their beneficiaries and estate disputes will result in huge financial losses because of poorly planned and considered estate planning.

Register below to secure your FREE tickets.

Bookings

Bookings are closed for this event.

Event Category: Free Education

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Education Library

  • MoneySmart Budget planner
  • SMSF – Retirement and conditions of release
  • SMSF – Trustee declaration
  • SMSF trustees – individual or corporate
  • SMSF planning for the unexpected (relationship breakdown, incapacity, death)
  • SMSF Investment Strategy
  • SMSF loans and early access
  • SMSF – You can’t do it all yourself
  • What’s involved with an SMSF
  • SMSF annual obligations

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Retirement Planning Partners Pty Ltd is a Corporate Authorised Representative of RPP Financial Group, Australian Financial Services Licence No. 548901 ABN 23 667 056 340
Suite 6, 26-28 Commerce Drive, Robina, QLD, 4226.
Office Hours: 9am to 5pm, Monday to Friday.
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