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November 14 @ 12:30 pm - 1:30 pm AEDT
Join us for an insightful webinar presented by Michelle Griffiths of TAG Financial, exclusively for the Institute of Financial Professionals Australia (IFPA).
In this session, Michelle Griffiths will guide you through the complexities of estate planning and wealth transfer, ensuring your clients’ assets are preserved and distributed according to their wishes. You will gain practical strategies to navigate:
- The intricate details of estate planning.
- Managing lumpy assets effectively.
- Addressing scenarios where fund members lose capacity.
- Avoiding critical oversights in the estate planning process.
- Handling challenges surrounding Binding Death Benefit Nominations (BDBNs).
Don’t miss this opportunity to equip yourself with the tools to safeguard your clients’ wealth for future generations.
Secure your spot now and empower your practice with proven wealth preservation strategies.
Register now to secure your place!
$99+GST (members) | $132+GST (non- members)
TPB CPD Hours: 1 hour | Legislated CPD Hours: To be confirmed
Presented by:
Michelle Griffiths
Partner – Investment Advisory & Wealth | B.Bus (Accounting), CA, Dip.FS (FP)
Michelle is a Partner at TAG Financial Services and has been with TAG since the firm’s commencement. Michelle leads the Investment Advisory and Wealth division, she explores financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.
Specialised skillset:
- A highly specialised understanding of superannuation, consulting on a wide range of retirement saving matters with a particular focus on self managed super funds.
- Advanced technical expertise in the area of retirement and estate planning: Michelle’s consulting services are in high demand by clients of TAG Financial Services and the wider accounting profession.
- Expert in providing business structuring advice in order to maximise tax planning for business groups.
- Experience in conducting industry presentations, including seminars held by TAG, CPA Australia and other professional groups.
Michelle is also an Authorised Representative of TAG Financial Advisors (AFS Licensee No. 415632), ensuring she is qualified to assist clients achieve their financial objectives.
