Financial Coaching: Estate Planning (Online)

Join our Financial Coach and discuss how to make sure that all of your affairs are in order and your wishes will be met when you pass away.

This session will be held online, so join from the comfort of your own home!

This topic outlines the importance of estate planning as part of your overall financial plan, including what your estate is, the importance of having an up-to-date will, death benefit nominations, and trusts and powers of attorney.

This session will be held online via Microsoft Teams. Please contact us if you require any further assistance with getting connected.

If you are having trouble registering for our event, please contact us on 1800 422 737.

Please note: This event is open to Australian residents living in Queensland or South-Western Sydney and Nepean Blue Mountains regions in New South Wales, Australia only. Participants must also be registered with Carer Gateway (we can assist with new registrations for eligible participants).