via Zoom

1:00pm to 2:00pm AEST 

 "Your Built their Wealth - Will it Become Legacy or Litigation?"

Most financial advisers excel at building wealth, but few are prepared for the moment it transfers. Even the best technical estate plans can unravel due to fractured family dynamics, often leading to litigation and the loss of the next generation as clients.

Join Sheila Cabacungan (Wealth Forum, FAAA Director) and Sophie Atkinson (Visualise Wealth) to learn a proactive, family-inclusive approach to succession.

Key Takeaways:
The "Inheritance Pre-nup": Why technical plans fail and when to use a more collaborative strategy.

Conflict Detection: How to spot the early warning signs of family disputes.

The Facilitator Role: Guiding family alignment without overstepping your professional boundaries.

The Collaborative Framework: Using interdisciplinary practices to secure your relationship with the next generation.

Future-Proofing your Business: Positioning yourself as the trusted adviser for the entire family tree.

Secure Your Spot