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Recorded Webinars
Recorded Webinar: Intergenerational Financial Planning – Taking Estate Planning to Another Level
Intergenerational financial planning comes with its own unique challenges. This session looks at the key issues, and includes: Intergenerational financial planning – an overview Intergenerational investment strategy – the what and how
PRESENTED BY
Amanda Morton
Morton Legal Consulting
Date/Time
About the Webinar
Intergenerational financial planning comes with its own unique challenges. This session looks at the key issues, and includes:
- Intergenerational financial planning – an overview
- Intergenerational investment strategy – the what and how
- Using the family home in retirement planning
- Managing the inheritance paradigm
- Assisting younger generation to buy a home
- Helping with loans entered by children – how far do you go? Gifts versus loans
- Cash in super – yield v. capital growth
- Case study – the importance of written agreements
Presented By
Amanda Morton
Morton Legal ConsultingWho Should Attend?
This webinar is suitable for financial planners – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]