Financial Coaching: Estate Planning (Penrith)
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 workshop 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.
Snacks and light refreshments will also be provided. Please provide details of any food allergies or other special dietary requirements with your RSVP.
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 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).
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 workshop 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.
Snacks and light refreshments will also be provided. Please provide details of any food allergies or other special dietary requirements with your RSVP.
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 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).
Good to know
Highlights
- 1 hour 30 minutes
- In-person
Location
Wellways Penrith
29-57 Station Street
#2001 Penrith, NSW 2750
How would you like to get there?
