Financial Planning: Putting the life puzzle together
Financial planning is a unique process and there is no one-size-fits all strategy.
Stream this recording multiple times at your convenience.
- $180.00 incl. GST
- PD hours: 1
Resetting a financial plan is advisable when a major change such as marriage or divorce, the birth of a child (education planning), illness or death, inheritance, retirement or retrenchment, or the sale of an asset or business.
This informative and practical session will also cover off the options available to making the process clear and practical to work out the best way forward. He will provide his insights and expertise on a number of case studies to give these areas more context.
A robust financial plan should address all of these areas and be adaptable to change. By understanding the requirements and circumstances, a suitable strategy can be recommended to your clients and will provide clear direction towards achieving lifestyle goals.
Webinar Learning Outcomes:
In this webinar BDO Private Wealth Partner, Guy Taylor, will offer advice on where to start when faced with Financial Planning questions and implementing a plan that includes:
• Setting goals
• Deciding on an investment strategy
• Creating a savings plan and super strategy
• Accommodating tax considerations and appropriate investment structures (company or trust structure?)
• Considering life insurance and estate planning.
Anyone wanting to learn the steps of Financial Planning.
Guy Taylor is a Partner in the Private Wealth division of BDO in Brisbane. With over 10 years’ of Financial Planning experience, Guy brings vast knowledge to the division and offers professional strategic advice to clients to ensure their best interests are met. Guy’s focus is on assisting high net worth individuals and their families with complex situations.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter