Free Lunchtime Seminar for Financial Planners – 6 April 12pm

Are you a busy Financial Planner or Advisor?

Know someone who is?

You’re invited to a brief seminar presented by Legal Essentials, member of the Lewis Holdway Community.

We don’t want to take up too much of your time but we want to help you stay up to date with the latest legal changes and help you to comply with your obligations.

Topics include:

• Duties of financial advisors in relation to Estate Planning
• Passing on control of a SMSF in death and incapacity
• Estate Planning strategies in light of the new pension rules

Lunch is included so check out the details below and remember to RSVP for catering purposes!

For more details, click this link: Free Seminar for Financial Planners – Legal Essentials