The 3 estate planning mistakes… and how to fix them!
9 Jul, 201910:00am AEST1 hourThis session with, Tara Lucke, will help you reshape the way you think about estate planning and the value it can add to your business.
– Why testamentary trusts are such a powerful estate planning tool
– Understanding that estate planning is so much more than just a will
– Tips to reshape your estate planning conversations
– How to use estate planning in your business to increase profit with existing clients while covering off on your risk
ABOUT TARA LUCKE
Tara is all about supporting financial advisers and accountants to use estate planning to grow their business and entrench themselves as their client’s trusted adviser.