“The Emotional Journey – Why effective Estate Planning should be in your core business proposition”

The FAAA SE Melbourne Chapter Committee is delighted to invite you to attend their 2023 Professional Development Event on Friday 1 December at 400 Gradi.

Please join your fellow Chapter Members for a delicious set menu of authentic Italian Cuisine at the Award Winning ‘400 Gradi’ on Main Street in Mornington.

We are delighted to be joined by two excellent speakers in Felipe Araujo, Executive Director and General Manager at Generation Life and Rohani Bixler, Principal Lawyer at Sage Succession Law.

Felipe will look at the complexities involved in transferring wealth between generations and how advisers can help solve complex scenarios with control and flexibility by using an investment bond. Felipe will explore opportunities arising in the market and focus on scenarios where Generation Life’s Investment Bonds can be used for intergenerational wealth transfers.

Rohani will discuss Estate Planning and the importance of putting the right structures in place so that your client’s assets are distributed the way they want and in an effective and timely manner, with the consideration of tax implications for beneficiaries. Rohani will share how financial advisers can best work with Estate Planning professional to achieve great outcomes for clients.

Following the session, we encourage to stay around for a drink to celebrate the conclusion of another year and connect with your peers in the local advice community.

(Complimentary for FAAA Student members. To access the discount code, please email [email protected])

 Register for the event.