Events
Event

Estate Planning for a Secure Future

Jun
10
Wed
Jun 10
,
12:00 pm
Location
Virtual Event
In-person Event
In person & Virtual Event
Webinar
TBD
Ticket price
Ticket price

Free

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AUD

Admission is free

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Sold out
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Register now
Repeats
Ryan Williams
Marco Saccotelli
Stephanie Todio
Adam Morse
Managing Director | BlueRock Private Wealth

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Event

Estate Planning for a Secure Future

Day
of

Jun
10
Wed
Jun 10
,
12:00 pm
Location
Virtual Event
In-person Event
In person & Virtual Event
Webinar
TBD
Ticket price
Ticket price

$

AUD

Admission is free

Sold out

Sold out
Registrations have closed
Register nowRegister nowRegister now
Repeats
Ryan Williams
Marco Saccotelli
Stephanie Todio
Adam Morse
Managing Director | BlueRock Private Wealth
No items found.

Details

You don’t need a lot of wealth or a big family to benefit from an estate plan. It’s important for everyone to protect what’s left behind, particularly in the current COVID-19 climate.

Join Ryan Williams and Marco Saccotelli (BlueRock Law), Steph Todio (BlueRock Accounting) and host Adam Morse (BlueRock Private Wealth) to dive into the importance of estate planning and the best ways to take control of your financial future.

We'll be discussing:

  1. Estate Planning – What is it and what's involved?
  2. Estate v Non-Estate Assets – How do you manage both?
  3. How to deal with superannuation
  4. Your main residence and rights of occupation
  5. Tools for managing your assets and liabilities
  6. Testamentary Trusts – What are they and what are they good for?
  7. Asset protection
  8. Tax advantages
  9. Case Study

This will be a 1-hour webinar, including time for a Q&A session.

If you can't make the time, please register anyway and we'll send you the recording.

Details

You don’t need a lot of wealth or a big family to benefit from an estate plan. It’s important for everyone to protect what’s left behind, particularly in the current COVID-19 climate.

Join Ryan Williams and Marco Saccotelli (BlueRock Law), Steph Todio (BlueRock Accounting) and host Adam Morse (BlueRock Private Wealth) to dive into the importance of estate planning and the best ways to take control of your financial future.

We'll be discussing:

  1. Estate Planning – What is it and what's involved?
  2. Estate v Non-Estate Assets – How do you manage both?
  3. How to deal with superannuation
  4. Your main residence and rights of occupation
  5. Tools for managing your assets and liabilities
  6. Testamentary Trusts – What are they and what are they good for?
  7. Asset protection
  8. Tax advantages
  9. Case Study

This will be a 1-hour webinar, including time for a Q&A session.

If you can't make the time, please register anyway and we'll send you the recording.

No items found.

Speakers

Ryan Williams
Marco Saccotelli
Stephanie Todio
Adam Morse
Managing Director | BlueRock Private Wealth

Event Partners

No items found.

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Did you know?
The origin of the BlueRock name is a mash-up of the founders two favourite things.
Through a mutual love of the Carlton football team and Dwayne 'The Rock' Johnson, a firm was born!