UQ Wellness - Financial Wellbeing series: Estate Planning

Event Details

Date:

Tuesday, 08 November 2022

Time:

12:00 pm - 1:00 pm

Room:

Online

URL:

Event category(s):

Full Description:: UQ Wellness and UniSuper present:

Estate Planning Seminar

Learn the steps to securing and protecting your assets while providing for your loved ones. During the seminar, you will have the opportunity to ask questions, and also hear about the following:

• Securing your assets - for family, and following divorce, re-partnering, de facto relationships
• Family and testamentary trusts - what they are and how to set one up
• Wills and planning ahead to decide how you want your estate and assets to be managed
• Binding and Non-Binding Nomination of Beneficiary elections within your superannuation fund
• Power of Attorney and Advanced Care Directives

Co-presenters:

Jennifer Wilson - Senior Estate Planner, Australian Executor Trustees Limited

Matt Sear – Private Client Adviser, UniSuper