Wamberal, NSW – Central Coast Financial Planning Group and The Law Office of Conrad Curry are delighted to announce an exclusive seminar at Breakers Country Club on Tuesday, 23rd July 2024, from 10:30 am to 12:00 pm.
This informative morning tea session offers a unique opportunity to gain valuable insights from leading experts in financial planning and legal estate management. Speakers include Partner and Senior Financial Adviser Matthew Simpson-Foster, Aged Care Specialist Rosie Copp and Director Conrad Curry.
“We are excited to host this crucial seminar, where financial planning and legal estate professionals will come together to provide essential information for securing your financial future and protecting your estate,” said the organisers.
The seminar will emphasise the integration of financial and legal planning to mitigate risks and prevent potential conflicts and disputes in estate management.
Key insights will include:
- Changes to Superannuation and Pensions: Understand the latest updates and their impact on your financial planning.
- Beneficiaries within the Superannuation Environment: Learn about the significance of beneficiary nominations in superannuation.
- Aged Care and Financial Management: Discover strategies for planning aged care costs without compromising your estate’s value.
- Reducing Risks in Estate Planning: Learn how to minimise disputes and conflicts through comprehensive will preparation and beneficiary management.
- Practical Steps for Good Financial Management: Gain actionable advice for securing your estate and ensuring financial stability.
“This seminar is essential for anyone looking to ensure their financial and legal plans are cohesive, protecting their assets and providing peace of mind for their loved ones.” said the organisers. “Attendees will benefit from valuable knowledge aimed at enhancing their understanding of financial planning and legal considerations.”
With complimentary admission, spaces are limited. Interested parties are encouraged to register promptly. Registration closes on Tuesday, 16th July 2024.
Click here to register now.
