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FREE Online LUNCH & LEARNĀ
Wednesday 29 April, 1:00pm AEST
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Most Financial Advisers spend years helping clients build and protect wealth.
But what happens when that wealth transfers to the next generation?
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Even the most carefully structured estate plans can unravel - triggering conflict, fractured relationships,Ā and unintended outcomes for the very families they were designed to support. And in many cases, when relationships break down, so too does the adviser - client connection - leaving the next generation to look elsewhere for advice. |
The uncomfortable truth is this -Ā estate plans donāt fail because of the strategy - they fail because of unaddressed family dynamics.
In this session, Sheila Cabacungan (Wealth Forum, FAAA Director) and Sophie Atkinson (Visualise Wealth) explore a proactive, family-inclusive approach to estate planning that identifies risks early, aligns expectations, and prevents disputes before they start.Ā
You'll discover:
- Why technically sound and well-intentioned estate plans can still lead to litigation and why certain families should consider an "Inheritance Pre-nup" instead.
- The early warning signs of future family conflict (and how to spot them)
- How Financial Advisers can facilitate better family alignment -without stepping outside their role.Ā
- The power of the Interdisciplinary Collaborative Practice framework that scaffolds family inclusive succession planning, strengthening relationships with the next generation before wealth transfers.
- A new way to position yourself as the trusted adviser to the whole family - not just the current client
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