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Estate and succession planning seminar — Roma

Event tags:
Date: Friday 19 August 2022
Time:
12:00pm-2:00pm AEST
Cost: $49.97
Event category:
Website: https://bit.ly/3w6jN6I
Venue Bungil Creek Motel
Bowen Street
Roma, Queensland 4455
+ Google Map

Starting the conversation around a successful succession solution which actually works, is a major problem for rural business owners countrywide. This seminar will discuss and provide you with solutions for:

  • Communication strategies – Gain real, actionable communication tips you can use to start the conversation, resolve conflict, and create stronger, positive family dynamics.
  • Legal knowledge – Gain insights about important topics, such as: proper due diligence, wills, trustee succession, family trust deeds, superannuation nominations and structuring assets to ensure the best possible future outcomes.
  • Financial planning strategies – Discover financial strategies to protect your wealth and create wealth silos.

Presented by Mark Westcott and Peter McVeigh, with a combined 70+ years of experience in Estate Planning, you will walk away from this seminar with effective strategies to take home and get your plan started.

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MARK WESTCOTT

Born and bred on a sheep property near Hughenden, Mark has been helping successful rural families for 35 years create real harmony, confidence, and security for their future through effective Estate and Succession Planning.

PETER McVEIGH

Your ImagePeter has more than 26 years’ experience in financial services and started his career with the Primary Industry Bank of Australia (PIBA) and the Queensland Rural Adjustment Authority (QRAA). He is currently Co-Founder and Executive Director for long-standing, trusted Australian financial planning service provider, Elston. One of his greatest passions is supporting rural families to protect their wealth, build off-farm assets, and create a secure financial future.

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MICHAEL COWLEY

Michael is a solicitor and director at Fox and Thomas. With more than 20 years’ experience in rural legal practice, and recognised in Doyle’s Guide as one of Queensland’s leading agribusiness lawyers, Michael has extensive expertise in rural estate and succession planning. Growing up on a sheep and cattle property at Bollon, he understands and appreciates the legal issues which arise amongst his client base.