Wills and Estate Planning Session

Actions Panel

Wills and Estate Planning Session

Presenter: Catherine Elversson from Australian Unity

By Lifestyle Financial Services

Date and time

Tue, 24 Sep 2019 11:00 AM - 12:00 PM AEST

Location

Milestone Group

9 Castlereagh Street #Level 20 Sydney, NSW 2000 Australia

About this event

Estate planning is not just about getting your Wills or Powers of Attorney set up. It’s about making sure you have considered who you want to manage your financial and non-financial affairs when you aren’t here or don’t have the mental capacity to make these decisions. Usually people put this in place when it’s too late.

 Our advisers Lifestyle Financial Services, have arranged today’s session to get you thinking about your own estate plan and touch on the basic fundamentals of what to consider when you are looking at your Will and Powers of Attorney and where things can go wrong.

If you are interested in attending this session, please register your interest.

Organised by

Lifestyle Financial Services are the trusted Advisers appointed to provide you with support for all of your superannuation and general financial queries.

Sales Ended