Reimagining Legacy Masterclass Roadshow | Sydney

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Reimagining Legacy Masterclass Roadshow |  Sydney

Ivy Sunroom

Thank you for joining Generation Life Reimagining Legacy Masterclass Roadshow in Sydney.Key resources<a href="https://generationlife-endpoint.azureedge.net/live/attachments/cllofsxdv1iqs0pp6e25h6bk9-generation-life-reimagining-legacy-masterclass-roadshow-2023.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Reimagining Legacy presentation &gt;</a><a href="https://generationlife-endpoint.azureedge.net/live/attachments/cl835i1us02l40pmwgeb91whn-discover-generation-life-september-2022.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Discover Generation Life &gt;</a><a href="https://generationlife-endpoint.azureedge.net/live/attachments/cl835f3zb02ir0pmwth7l0ys9-generation-life-lifeincome-september-2022.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">L﻿ifeIncome &gt;</a><a href="https://generationlife-endpoint.azureedge.net/live/attachments/clixw76m51h8g0pp56kot2esb-generation-life-lifeincome-flex-flyer-16-june-2023.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">L﻿ifeIncome Flex &gt;</a><a href="https://generationlife-endpoint.azureedge.net/live/attachments/cl834x5rb029w0pmwkjbfdjsr-generation-life-lifebuilder-september-2022.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">L﻿ifeBuilder &gt;</a><a href="https://generationlife-endpoint.azureedge.net/live/attachments/cl8356xni02dv0pmwkacp8y0d-generation-life-childbuilder-september-2022.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">C﻿hildBuilder &gt;</a><a href="https://generationlife-endpoint.azureedge.net/live/attachments/cl835cppg02gi0pmw29d2skbn-generation-life-funeralbond-september-2022.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">FuneralBond &gt; </a><a href="https://generationlife-endpoint.azureedge.net/live/attachments/cl7qyf0ki0dld0pnpib4q0can-generation-life-estate-planning-guide-july-2022.pdf" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Estate Planning Guide &gt;</a>

Helping Australians reimagine their legacyHave you ever wondered whether your clients think leaving a legacy is achievable? Do they have a plan in place to bring their goals to fruition? And are they aware of the best tools to transfer wealth in the most tax-effective, flexible and efficient way for them? Recent research by Generation Life unveils that Australians are overwhelmed by the options out there and less than a quarter have a plan in place to transfer and protect their legacy.Leaving a legacy is a complex, emotional journey that often doesn’t go to planWe’re focused on continuing to offer innovative, tax-effective investment solutions to help you and your clients build, protect, leave and preserve their legacy over their lifetime.You’re invited to our upcoming MasterclassDon't miss our upcoming Masterclass to understand:<ul><li>Aussies' sentiments towards legacies </li><li>How this differentiates for different wealth brackets and Australians’ reliance on wills and superannuation as the top tools to leave a legacy </li><li>How best to support your clients with the right investment tools to ensure their wealth is transferred to the right people at the right time, in the most tax-effective way.</li></ul>

Masterclass OverviewBaby boomers are estimated to pass on $224 billion¹ each year in inheritances by 2050, amounting to a massive $4.4 trillion in assets predicted to be accumulated.² With over 5 million Aussies also reaching retirement in the 2020s³ and evaluating their ability to leave a legacy, as well as receiving wealth as relatives pass away, this is a significant period for wealth transfer, and marks the start of a big opportunity for the Australian economy.During our Masterclass we want to ensure we’re helping you provide the solutions your clients need to:Build and protect their legacy - build their wealth tax-effectively with an investment bond and save on tax through our Tax Optimised Investment series, without taking on any additional investment risk.Leave and preserve their legacy – transferring their wealth with ease and peace of mind through our investment bonds’ estate planning features.Enjoy the dignified retirement they deserve – optimising retirement wealth with a guaranteed income for life alongside giving them the confidence that they’ll be able to leave something behind.Arrival: 12:15PMStart: 12:30PM End: 2:15PMCPD recognition available

Grant joined the Generation Life Executive Team in September 2017. With over 15 years of experience, Grant has held many senior positions across marketing, distribution and wealth management for Westpac and BT Financial Group. Grant’s qualifications include an Executive Masters of Business Administration with first class honours, a Diploma of Business Law and a Diploma of Financial Services. Prior to his corporate career, Grant was a multiple Olympic champion representing Australia in swimming and has held numerous world records.

Andrew Inwood is the founder and principal of CoreData and has more than 30 years’ experience in the Australian financial services industry. He started his career at Rothschild Australia Asset Management where he headed the marketing team, before moving to AMP Investments where he spent more than a decade. During his time at AMP, he was seconded to Virgin Direct in the UK to help establish the finance and investment arm of the group.Andrew returned to Australia to be marketing director of Wizard Home Loans. From Wizard he moved to Telstra where he spent three years as general manager of applications and hosted services, before leaving to start CoreData. In the past 10 years, CoreData has expanded out of Sydney to have offices in Perth, London, Boston and Manila.Andrew is the author of more than 50 pieces of significant research into clients and their behaviour and has a particular focus on the value of the client experience in financial services. He is a highly regarded speaker and has delivered keynote speeches in every Australian capital city, London, Edinburgh, New York, Tokyo, Queenstown, Monaco and Berlin.Andrew has served on a number of charity and sporting club boards and been a seed investor in and director of a number of start-up businesses, particularly in the online sector, a practice which he continues to this day.He has a Bachelor of Economics from the University of Sydney ASIA.

Source 
¹Vickovich, A, 2021, “Baby Boomers to pass on $224b a year by 2050”, published in The Australian Financial Review on 7 December 2021
²Generation Life – Locking In The Next Generation by Core Data 2022
³https://www.firstlinks.com.au/turning-point-2020s-baby-boom-retirement-surge
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Reimagining Legacy Masterclass Roadshow | Sydney

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