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The 3 estate planning mistakes you need to stop right … and how to fix them!

Tara Lucke will show join us The 3 estate planning mistakes you need to stop right … and how to fix them!

Does your estate planning process sound a little like this:
Client meeting is coming up
You remember that you need to ask client about whether they have an estate plan
You wait until the end of the meeting and then quickly bring it up, just as everyone is starting to pack up their pens
Client avoids eye contact and tells you that they have a will
You breathe a sigh of relief and quickly change the topic to how their favourite footy team is going

If so, you can’t miss this FREE webinar - The 3 estate planning mistakes you NEED to stop making RIGHT NOW … and how to fix them!
It’s going to re-shape the way you think about estate planning and the value it can add to your business.

LEARNING OUTCOMES

Why testamentary trusts are such a powerful estate planning tool
Understanding that estate planning is so much more than just a will
How to re-shape your relationship with estate planning conversations and actually use estate planning in your business to make more money from your existing clients, while covering off on your risk



9 Jul, 2019

Register

Client conversations about the fixed interest - Part 1

Tony Cahill, Vice President - Global Wealth Management from PIMCO will show join us to discuss how to charge clients for advice

30 Jul, 2019

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Client conversations about the fixed interest - Part 2

Tony Cahill, Vice President - Global Wealth Management from PIMCO will show join us for the second webinar to discuss how to charge clients for advice

6 Aug, 2019

Register

SMSF



2 Sep, 2019

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Equity Markets



9 Sep, 2019

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The Knowledge Collective is a community for Financial Advisors to learn, connect and share knowledge to benefit the Industry as a whole.

The Knowledge Collective covers all facets of providing financial advice and running an advice business.

The Knowledge Collective is committed to sourcing the right knowledge, for the right reasons, and giving it to the right people.

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