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You Do You in 2021 – Leaving a Legacy of Wealth
February 15 @ 7:00 pm - 8:30 pmFree
Leaving a Legacy of Wealth
Monday 15 February 2021
7pm – 8.30pm
In this economic climate it’s never been more important to be intentional about protecting the legacy that you want to leave to those you love and care for. This is the boring stuff that no-one really wants to think about, but we need to have structures in place to ensure that the fruits of our labour and material assets are passed down to those we love.
If this is something you’ve been putting off for a better time, there’s no better opportunity than now to consider your options in this workshop with Patrick Morrison who has over 35 years of experience representing the corporate market in the sales industry, advising, and selling products.
Come and learn about the fundamentals of:
- Estate Planning
- Inheritance Tax Planning
- Insurance for life, health, public liability, stock, and business.
You can put your questions to Patrick and find out how to get further information or advice.
Register for here for Leaving a Legacy of Wealth.