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STEP Lunch and Learn Session: Financial and succession planning in an ever changing landscape

STEP New South Wales Branch

Wednesday, 13 March 2019 from 12:30 pm to 1:30 pm (AEDT)

STEP Lunch and Learn Session: Financial and succession...

Ticket Information

Ticket Type Sales End Price * Fee Quantity
Members   more info 14/03/2019 $25.00 $0.00
Non-Members 14/03/2019 $35.00 $0.00
* Prices include GST

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Event Details

 

STEP AUSTRALIA - NSW Branch, invites you to an address by Lucas Clayton - Senior Private Wealth adviser, co presenting  with David Barret – Head of Macquarie Technical Services. They will be presenting on “Financial and succession planning in an ever changing landscape” 

 

 

Timing: 12:30pm Sharp. 

Venue: Macquarie Group Limitied, 50 Martin Place, Sydney. Guests will need to register at the reception at the back of the ground floor.

NoteSkype facilities will not be available. Please note that the number of attendees will be limited, but members are encouraged to invite non-STEP members colleagues.

Enquiries: For other enquiries, please email Kate Mierendorff at stepnswaustralia@step.org


 

FAQ

Do I have to bring my printed ticket to the event?
No, a list of registered attendees will be at the door.

Do I need to RSVP?
Yes, to assist with accurate numbers for catering and security purposes.

 

 

 

STEP NSW Branch Sponsor

 

STEP NSW Branch Lunch and Learn Venue Sponsor


 

 

Become a STEP NSW Branch Sponsor

Contact Dior Locke, our STEP Australia Regional Coordinator, to register your interest for sponsorship opportunties with the STEP NSW Branch. 

 

STEP NSW Event Page | STEP Australia Linkedin Page | STEP Worldwide Website 

Have questions about STEP Lunch and Learn Session: Financial and succession planning in an ever changing landscape? Contact STEP New South Wales Branch

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When & Where


Macquarie Group Limited
50 Martin Place
Sydney, NSW 2000
Australia

Wednesday, 13 March 2019 from 12:30 pm to 1:30 pm (AEDT)


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Organiser

STEP New South Wales Branch

The Society of Trust and Estate Practitioners (“STEP”) is the worldwide professional association for practitioners in the fields of trusts and estates, executorship, administration and related issues.  STEP has more than 20,000 members from across 95 countries worldwide, who practice across the legal, accountancy, corporate trust, banking and related professions.  Members belong to branches that provide professional development and opportunities to network at a local level.

 

STEP NSW Branch Sponsor

vendorable.com

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