20 – 21 March 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

20 - 21 MARCH 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

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The $3 Trillion Intergenerational Wealth Transfer – What To Do About This Taboo Topic?

Theatre 5
Financial Planning Next Conference

A generation of wealthy clients are heading to retirement and they need your help! Many owners don’t know how to separate themselves from their business, find a buyer or pass the company on to the next generation. Online platforms can take the heavy lifting out of planning a sale of a business, sorting out personal finances or assisting with estate planning.

Key takeaways:

  • Find out how to pick the best online platform for creating wills and business plans
  • Gain an understanding of the documents in an estate plan and your role in reducing legal expenses
  • Discover tools that help your business clients document their systems and processes