Join us for the next Advisor Connect breakfast Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Topic Session: Successful Succession? Is there such a thing?
In this presentation, Simon & Siboney will take you through their process to identify the personal and lifestyle goals, objectives and aspirations of a business owner and how this flowed through to Mum and Dad, creating their exit strategy, whilst allowing for their son to pursue new business opportunities.
The presentation will showcase how Financial Planners, Accountants and Lawyers can collaborate to get a client financially organise and feeling secure in their decisions, creating a Successful Succession.
Presenters: Simon Clifford and Siboney Corrales-Palacio from Adviser FP
Read more about Simon here: https://www.adviserfp.com.au/team-member/simon-clifford/
And/or connect with him on LinkedIn: https://www.linkedin.com/in/siclifford/
Learn more about Siboney here: https://www.adviserfp.com.au/team-member/siboney-corrales-palacio/
And/or connect with her on LinkedIn: https://www.linkedin.com/in/siboney1/
We look forward to seeing you there.
Please note; This is a hybrid event and you may attend in person or online. If you are unable to attend in person and would like to join the meeting via online, please continue to register to secure your spot and also contact Lisa Jay, FBA State Representative NSW/ACT for the Microsoft Teams link.
Note: For catering purposes it is important that you register.
Thank you to our Event Host:
Click here to view the terms and conditions.
Please contact the office on 1800 249 357 if you need assistance registering for this event.
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