Central Coast Financial Planning Group and The Law Office of Conrad Curry will present an exclusive seminar at Breakers Country Club on Tuesday, July 23, from 10am-noon.
The informative morning tea session will offer valuable insights from leading experts in financial planning and legal estate management.
Speakers will include Partner and Senior Financial Adviser Matthew Simpson-Foster, Aged Care Specialist Rosie Copp, and Director Conrad Curry.
“We are excited to host this crucial seminar, where financial planning and legal estate professionals will come together to provide essential information for securing your financial future and protecting your estate,” the organisers said.
The seminar will emphasise the integration of financial and legal planning to mitigate risks and prevent potential conflicts and disputes in estate management.
Key insights will include: changes to superannuation and pensions and how they impact on financial planning; beneficiaries within the superannuation environment; aged care and financial management; reducing risks in estate planning through comprehensive will preparation and beneficiary management; and practical steps for good financial management.
“This seminar is essential for anyone looking to ensure their financial and legal plans are cohesive, protecting their assets and providing peace of mind for their loved ones,” the organisers said.
“Attendees will benefit from valuable knowledge aimed at enhancing their understanding of financial planning and legal considerations.”
With complimentary admission, spaces are limited. and interested parties are encouraged to register by July 16.
To register go to Eventbrite and search for “Secure your financial future”.
Central Coast Financial Planning Group (CCFPG) is an award-winning financial advice practice based at Erina.
Specialising in working with accumulators, professionals and retirees, CCFPG provides tailored financial advice across various domains, including retirement planning, superannuation and SMSFs, investment advice, insurance, estate planning and aged care.
Central Coast Financial Planning Group is a subsidiary of Coastal Advice Group Pty Ltd, which is a Corporate Authorised Representative of RI Advice Group Pty Ltd.
The Law Office of Conrad Curry is a trusted and effective law firm, committed to resolving legal problems as quickly and as cost-effectively as possible with key areas of speciality being estate planning, estates disputes, personal injury and medical negligence.