The transfer of trust:
Effective estate planning for financial advisers

 
Date: 11 July 2018

Learn the essentials of offering estate planning in your practice with Anna Hacker, National Manager of Estate Planning at Australian Unity. Find out why estate planning can help advisers get to know their clients better, why they are vital in any financial plan and some of the complexities you may encounter.

1. Webinar recording

2. Podcast recording

 

3. Webinar slides

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