Reimagining Legacy Masterclass Roadshow | Perth

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Generation Life

Reimagining Legacy Masterclass Roadshow |  Perth

Crown Perth

Thank you for joining Generation Life Reimagining Legacy Masterclass Roadshow in Perth.Key resources<a href="https://generationlife-endpoint.azureedge.net/live/attachments/cllklsw2i14p20pp6b5wplyzh-generation-life-reimagining-legacy-masterclass-roadshow-perth.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: 1:45PMLunch provided CPD recognition available

Felipe is Generation Life’s Executive Director and General Manager of Distribution, Marketing &amp; Operations. He joined the Group in October 2017 as Head of National Key Accounts and in January 2019 was appointed General Manager of Distribution. Felipe joined the Group from the Westpac Bank where he held several leadership and national strategy positions, most recently as Director of the Westpac Premium Victoria team, responsible for the first acquisition focused team. He has over 12 years’ experience in financial services across Australia and Brazil. Previously, Felipe held key positions at Accenture Group, Investments XP based in Brazil and a Director role at the Australia Brazil Chamber of Commerce. Felipe holds a Bachelor of Economics and Finance.

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 | Perth

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