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NSW Parramatta Advisor Connect Meeting - Sep 2023

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Join us for the next Advisor Connect 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.

Your local Advisor Facilitator will be your main point of contact.

This month's topic: Estate and Succession Planning - Part 2

In her June presentation, Rosemary shared her knowledge and experience with us on Estate Planning. Her presentation was engaging and valuable; however, she only managed to cover Estate Planning and address a wide range of questions from the attending advisors.

Rosemary has graciously agreed to join us again in September to conclude the remaining part of her presentation on Succession planning. During this session, she will elaborate on why Estate Planning and Succession are unique but should be considered together if family business owners want a shot at a smooth transition of wealth, protection of their legacy and preserving family harmony. Rosemary believes it is crucial to understand family dynamics and each client’s circumstances when implementing estate and succession plans. By understanding the relationships within a family, she can help clients meet their objectives and implement plans that minimise the risk of future conflicts.

Key Learnings:

  • An understanding of the difference between estate and succession planning and how the two overlap.
  • What comprises a good succession plan.
  • Clarify those nagging questions you want to be answered or clarified.

About our Speakers: Rosemary Carreras

Rosemary, an estate planning and administration lawyer with over 25 years of experience, is a distinguished FBA-accredited advisor and a full member of the Society of Trust and Estate Practitioners, an internationally recognised authority comprising experts with proven qualifications and experience in these fields. Her clientele includes a wide range of individuals, including high-net-worth individuals and business owners. Moreover, many advisors and accountants entrust Rosemary with their own planning needs, attesting to her collaboration and expertise in this domain.

We look forward to seeing you there.

For those unable to attend in person, this will be a hybrid event. If attending online, you will receive instructions upon registering.

By attending, you will receive 5 CPD points.

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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