Wealth Transfer Seminar | Thursday 6 February 2025
Start the Year Strong with Our Wealth Transfer Seminar!
Are you ready to start the year with valuable insights into financial planning? We’re excited to kick off 2025 with a special Wealth Transfer Seminar that will focus on two key areas that can significantly impact your financial strategies: Special Disability Trusts (SDTs) and Intergenerational Wealth Transfer.
If you’re looking to plan for your future or enhance your expertise as a financial professional, this seminar offers valuable insights and practical strategies to navigate these crucial areas of wealth transfer.
Session 1: Special Disability Trusts (SDTs)
In this session, we will dive into Special Disability Trusts (SDTs), a critical tool for providing long-term financial security for individuals with disabilities.
Topics covered will include:
- The legal requirements for establishing an SDT
- Best practices for managing SDTs effectively
- The benefits of SDTs for individuals with disabilities and their families
By attending this session, you’ll gain a deeper understanding of how to secure financial peace of mind for loved ones with disabilities.
Session 2: Intergenerational Wealth Transfer
The second session will focus on Intergenerational Wealth Transfer, where we’ll explore strategies for passing wealth from one generation to the next. This critical process involves more than just passing down assets; it’s about preserving family legacies, minimising tax implications, and ensuring a smooth transfer of wealth between generations.
In this session, you’ll learn about:
- Tools and techniques to minimise tax during the transfer of assets
- Strategies for protecting family wealth across generations
- Best practices to ensure that wealth transfer goes smoothly and aligns with your family’s goals
Event Details
- Date: Thursday 6 February 2025
- Location: Sunshine Butterflies Inc. – 468 McKinnon Drive Cooroibah, QLD 4565
- Time:
- Session 1: 11:00 AM – 11:45 AM (Special Disability Trusts)
- Session 2: 12:00 PM – 12:45 PM (Intergenerational Wealth Transfer)
- Post-Seminar High Tea: Network with industry experts and fellow attendees.
Why Attend?
- Learn from experts in the fields of SDTs and wealth transfer
- Gain practical knowledge you can implement in your own financial planning
- Network with professionals and like-minded individuals
- Enjoy a delightful high tea after the seminar for valuable networking opportunities
This seminar promises to be an enriching experience that will provide you with actionable insights into wealth transfer and financial planning. Spots are limited, so don’t wait – secure your place today!
