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Enva McLaren Vale - Estate Planning Masterclass

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Enva Mclaren Vale - Shop 8

130 Main Road

McLaren Vale, SA 5171

Australia

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Death - it will happen to the best of us. While it's not something you can escape it is something you can plan for.

Estate planning is the art of making sure the right assets go to the right person as smoothly as possible and this masterclass is designed to give you the tools you need to make smart choices for you and your family.

Snacks and light refreshments will be provided, as well as brain food.

The masterclass will cover the following topics:

Wills, powers of attorney and testamentary trusts - don't leave home without them.

Superannuation - why the trustee will completely ignore your Will and what you can do about it.

Case studies - what goes wrong and how to stop it.

A little bit about Enva and our partners.

Who is this masterclass for?

You will benefit from this course if you:

1. Are likely to receive an inheritance - smart changes now could save you tax long term.
2. Have assets that you would like passed to another person (often children) without compounding the stress of losing you.
3. Enjoy snacks and light refreshments and don't get out much.

Who is the presenter?

Managing director of Enva and McLaren Flat resident Michael Baragwanath will be presenting.

Michael has over 10 years experience in financial services and has held both state and national roles at one of Australia's major banks. He was responsible for the training and development of financial advisers and sales managers as well as the development of life insurance products. With a Master in Business Administration (MBA), Advanced Diplomas in financial planning, real estate and commercial finance as well as industry qualifications in SMSF, Aged Care and Gearing advice, Michael has a broad educational background and reputation for crafting unique strategies. In addition to his daily duties as a financial adviser, Michael holds a position on the advisory board for a $113million hotel development, an SA based venture capital fund and is the responsible manager for a fast growing Sydney-based superannuation fund.

Who is Enva?

Enva is a full services financial planning firm based in Kent Town SA with offices in Queensland, Melbourne and soon McLaren Vale, SA. Enva offers advice on insurance, superannuation, SMSF, estate planning and aged care and through its partners: tax accounting, general insurance, Wills and banking services.

Enva charges on a fixed fee for service basis and bans its advisers from accepting conflicted payments or charging a fee based on the amount of money invested (often called asset based fees). Advisers are allowed to collect life insurance commissions however these are used to offset fees and reduce the cost of other services.

Enva is a product agnostic business: it receives no payments from product providers based on business volume or loyalty to any financial product provider. Enva is able to complete transactions with any registered financial product available in Australia. Enva employs the services of BT Financial Group and AMP for access to discounted products, market data and other administration services and passes these benefits directly to clients.

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Date and Time

Location

Enva Mclaren Vale - Shop 8

130 Main Road

McLaren Vale, SA 5171

Australia

View Map

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