Bacon, Super and Eggs Seminar & EPAdvantage 'Real Life Estate Plans' Course

JOIN US FOR OUR AUGUST BACON, SUPER AND EGGS BREAKFAST SEMINAR

IN THE NEW WORLD OF SUPER…. ARE TRUSTS THE NEW KING?
Speakers: Peter Townsend, Michael Hallinan, Brian Hor

With the new super laws firmly embedded, structures, in particular trusts, have a bigger role to play in conversations with clients around their wealth management planning.

Join us at the Hilton Hotel for a hot buffet breakfast and also to feed your knowledge.  Brian Hor will explore how to keep discretionary trusts safely on the road now they’ve become increasingly important vehicles for retirement planning, as well as business and estate planning, while Michael Hallinan makes sense of the new downsizer contributions legislation, and Peter Townsend discusses ways around the $200K minimum to set up or operate an SMSF.

For full details of all of the session topics and registration form please click here.

Please note that this seminar is being held at the Hilton Hotel - click here for directions.

We look forward to seeing you on Friday, 29 August 2017.

EPADVANTAGE 'REAL LIFE ESTATE PLANS' COURSE

EPAdvantage ‘Real Life Estate Plans’ Course (Accredited for 18CPD Hours) – REGISTRATIONS OPEN

START DATE: 21 September 2017

Registrations are NOW OPEN for our 21 September 2017 course intake. To register please click here.

This online ‘scenario - based’ course was designed in response to the many advisers who have asked us for a practical training course in estate planning, and address the most common estate plans, covering the needs of the majority of clients.

By the end of the course you will strengthen your working knowledge to confidently engage with clients who come to you for their estate planning requirements, as well as other estate planning professionals.

The participants from our inaugural sessions gave us very positive feedback… to sum up the sentiment with one participant’s response: “It has been a sensational course.”

The EPAdvantage ‘Real Life Estate Plans’ Course has received accreditation from the Financial Planning Association of Australia (FPA) for 18 hours of CPD.

Accountants and other professionals will also be able to self-assess to the extent of 18 hours/points of CPD.

At the successful completion of the course you will also become a certified estate planning professional in the EPAdvantage Estate Planning Program.

To find out more and / or register please click here.